Coherent Corp.

COHR · NYSE · ·

비교

US$218.14-6.0%11월 13일 종가

2026년 9월 30일까지의 수치 (2026년 11월 4일 제출 10-Q 기준)

1W: +13.1%
1M: -17.2%
3M

Coherent Corp. (COHR) 주식 — 좋은 사업일까? — InspectStocks

Coherent Corp.

COHR · NYSE · ·

비교

US$218.14-6.0%11월 13일 종가

2026년 9월 30일까지의 수치 (2026년 11월 4일 제출 10-Q 기준)

1W: +13.1%
1M: -17.2%
3M

Just reported

Q1 FY2027 results

From Coherent's results release of 2026년 11월 4일; its quarterly report has since been filed.

Revenue
Actual
US$2.37B
+50% y/y
+16% q/q
Guided
US$2.3B
midpoint
Within guide+3.1%
EPS, GAAP
Actual
US$1.90
+60% y/y
+58% q/q
Guided
—
No guide given
EPS, adjusted: US$2.09

Company outlook

Q2 FY2027

RevenueUS$2.55B – US$2.75B+57% y/y First given
EPSUS$2.28 – US$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

큐레이션
AI networking & optics
InspectStocks 제공 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
주가, 1년
+44.6%
매출, 1년
+53.7%
+14
A 14B 2C 1D 3

Highest-graded in Scientific and Technical Instruments

Graded A or B and worth $2B or more: A first, then the largest.

All 32 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

어떻게 돈을 버는가

Datacenter & Communications75%
Industrial25%

매출 비중은 quarter ended 2026-03-31, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가6

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.

3개 더 보기

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

Coherent Corp. 소개

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.

본사: Saxonburg, Pennsylvania, United States
설립: 1971 (II-VI predecessor)
임직원 수: 51,478 (June 30, 2026, high confidence)
상장 시장: NYSE
회계연도 종료: June 30

Coherent Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported