企業を読み込み中
Just reported
Q1 FY2027 results
From Coherent's results release of 2026年11月4日; its quarterly report has since been filed.
Revenue
Actual
$2.37B
+50% y/y
+16% q/qGuided
$2.3B
midpoint
Within guide+3.1%EPS, GAAP
Actual
$1.90
+60% y/y
+58% q/qGuided
—
No guide given
EPS, adjusted: $2.09
Company outlook
Q2 FY2027
- Revenue$2.55B – $2.75B+57% y/y First given
- EPS$2.28 – $2.48First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Coherent is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Scientific and Technical Instruments
Graded A or B and worth $2B or more: A first, then the largest.
GRMNGarmin Ltd.$54.6BA+
KEYSKeysight Technologies, Inc.$50.7BA+
TDYTeledyne Technologies Inc.$29.6BA+
MKSIMKS Inc.$14.6BA+
TRMBTrimble Inc.$12.8BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TSMTaiwan Semiconductor Manufacturing Company Limited2026年11月13日BAGraded B, now A
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
どうやって稼いでいるか
- Datacenter & Communications75%
- Industrial25%
売上構成比はquarter ended 2026-03-31, high confidenceの推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Optical transceivers
Devices that convert data between electrical signals and light so it can travel over fiber-optic links, including links inside data centers and communications networks.
Lasers and laser systems
Carbon dioxide, excimer, solid-state, and other lasers, sold as components or built into systems used for tasks such as cutting, welding, semiconductor processing, and scientific research.
Datacenter and communications optical components
Laser sources, detectors, passive optical parts, amplifiers, and transport equipment used to send data through networks.
さらに3件を表示
Optoelectronic semiconductor devices
Light-emitting and light-detecting devices, including vertical-cavity surface-emitting lasers and edge-emitting lasers, used in data links, communications, and consumer electronics.
Engineered materials
Specialty materials such as zinc selenide, zinc sulfide, gallium arsenide, indium phosphide, and silicon carbide, used in optics, electronics, and industrial equipment.
Instrumentation components and subsystems
Light- and heat-management parts and assembled systems used in life-sciences, medical, and scientific instruments.
誰が買っているか6
- Data-center operators buy optical transceivers and related parts, directly or through companies that build their networking equipment.
- Networking equipment manufacturers buy optical components, transceivers, and systems for the equipment they sell.
- Telecommunications service providers buy or deploy equipment for fiber networks and long-distance data transmission, often through equipment suppliers.
さらに3件を表示
- Industrial equipment makers buy lasers, optics, and engineered materials for semiconductor and display production and precision manufacturing.
- Life-sciences and scientific instrument makers, universities, and research institutions buy light sources, optical parts, and instrument subsystems.
- NVIDIA has a multi-year supply agreement for advanced lasers and optical networking products for next-generation artificial-intelligence infrastructure.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1The Datacenter & Communications segment generated 75.4% of segment revenue (quarter ended 2026-03-31, high confidence), exposing the business to spending on data-center and communications infrastructure.
- 2The 10-K reports that more than 10% of revenue came from each of two customers (>10%, fiscal year ended 2026-06-30, high confidence); the customers are not identified in the supplied business section.
- 3Some industrial products depend on sole-source or limited-source suppliers of materials and components, including exotic materials, crystals, and optics; the company also uses contract manufacturers.
- 4The company manufactures and sells internationally and must comply with import, export, sanctions, and other regulations that can affect where it can make or sell products.
うまくいかなくなる可能性
- 1Two customers each contributed more than 10% of revenue (>10%, fiscal year ended 2026-06-30, high confidence). The 10-K says large end-user customers can have considerable bargaining power, and canceled, reduced, or delayed orders could harm the business.
- 2Complex manufacturing depends on reliable supplies of specialized materials and components, some from limited sources. Poor-quality or delayed supplies, or failure to qualify manufacturing lines for volume production, could disrupt output or prevent Coherent from meeting customer demand.
- 3Demand in data-center, communications, semiconductor-equipment, display, and industrial markets can change with market cycles. If Coherent misjudges customers’ demand, its production plans and capacity investments may not match orders.
Coherent Corp.について
Coherent makes lasers, optical parts, data-transmission equipment, and specialty materials. Its products help data centers and communications networks send information over fiber, and help manufacturers cut, shape, inspect, or process materials. It also supplies parts and systems for scientific, medical, and other instruments.
- 本社
- Saxonburg, Pennsylvania, United States
- 設立
- 1971 (II-VI predecessor)
- 従業員数
- 51,478 (June 30, 2026, high confidence)
- 上場市場
- NYSE
- 決算期
- June 30
Coherent Corp. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
