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Coherent Corp. COHR Q4 2026 Annual earnings

Reported August 12, 2026 · After market close

Revenue$2.0BBeat by $60.9M
Adjusted EPS$1.74Beat by $0.12
Revenue estimate$2.0B
EPS estimate$1.62
Fiscal 2026 was an outstanding year for Coherent, with record revenue, significant margin expansion, and non-GAAP EPS growth that was more than twice the rate of revenue growth. We enter fiscal 2027 with exceptional customer demand, expanding production capacity, and multiple new growth platforms beginning to ramp. As AI datacenter architectures increasingly transition from copper to optical connectivity, we believe Coherent's broad photonic technology portfolio and manufacturing scale uniquely position us to deliver accelerating growth and capitalize on this multi-year opportunity.
Jim Anderson

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$2.3B
EPS estimate$1.96

Financials

Q4 2026

Income statement

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Revenue$2.0B+33.7%
Gross profit$787.1M+44.1%
Net income$240.5M
EPS (diluted)$1.20+246%

Balance sheet

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Cash & equivalents$1.2B-28.8%
Total debt$3.6B-9.1%
Total equity$10.9B+93.2%
Total assets$18.3B+22.7%

Cash flow

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Operating cash flow$69.5M-46.7%
CapEx$555.7M+323%
Free cash flow-$486.2M

Valuation & ratios

Valuation

as of 08/27/26
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Market cap$57.65B+308%
Enterprise value$60.04B+266%
P/E71.6×
P/S8.1×+5.7×

Profitability

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Gross margin37.5%+2.3pp
Net margin11.3%
FCF margin-14.4%-17.7pp

Returns & leverage

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Return on equity9.7%
Debt / equity0.3×-0.4×
Current ratio2.4×+0.2×

Segments

By geography

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North America$1.4B+45.9%
Europe$215.0M+13.5%
Rest of World$109.2M

FAQ

When did Coherent Corp. report Q4 2026 earnings?
Coherent Corp. (COHR) reported Q4 2026 earnings on August 12, 2026 after market close.
What were Coherent Corp.'s Q4 2026 revenue and EPS?
Coherent Corp. reported revenue of $2.0B and adjusted eps of $1.74 for Q4 2026.
Did Coherent Corp. beat estimates in Q4 2026?
Revenue beat the consensus estimate of $2.0B by $60.9M. EPS beat the consensus estimate of $1.62 by $0.12.
How did Coherent Corp.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 33.7% from $1.5B a year earlier.
Where can I find Coherent Corp.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-346860) and the 10-K periodic report (0000820318-26-000020) directly on SEC EDGAR. The filing index links above go to sec.gov.