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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.US$54.6BA+
KEYSKeysight Technologies, Inc.US$50.7BA+
TDYTeledyne Technologies Inc.US$29.6BA+
MKSIMKS Inc.US$14.6BA+
TRMBTrimble Inc.US$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.
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
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Datacenter & Communications75%
- Industrial25%
各项收入占比是对quarter ended 2026-03-31, high confidence的估算，并非来自已提交报告的数字。
竞争对手
卖什么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.
再显示 3 项
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.
谁在买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.
再显示 3 项
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于Coherent Corp.
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.
- 总部
- Saxonburg, Pennsylvania, United States
- 成立于
- 1971 (II-VI predecessor)
- 员工人数
- 51,478 (June 30, 2026, high confidence)
- 上市于
- NYSE
- 财年结束
- June 30
基于 Coherent Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
