News/Earnings/Feb 4, 2026

Coherent fiscal Q2 2026 revenue $1.69B, up 17.5%, with guidance for $1.70B-$1.84B

Coherent reported revenue of $1,686 million for the quarter ended December 31, 2025, up 17.5% from a year earlier and about 22% on a pro forma basis after the aerospace and defense sale. Datacenter & Communications revenue reached $1,208.0 million while Industrial revenue was $477.6 million, down from $530.1 million. For the March quarter it guided revenue to $1.70 billion-$1.84 billion and non-GAAP EPS to $1.28-$1.48.

  • Revenue $1,686 million, up 17.5% year over year.
  • Datacenter & Communications revenue $1,208.0 million; Industrial revenue $477.6 million.
  • GAAP diluted EPS $0.76; non-GAAP diluted EPS $1.29.
  • Non-GAAP gross margin 39.0%; GAAP gross margin 36.9%.
  • Fiscal Q3 guidance: revenue $1.70B-$1.84B, non-GAAP EPS $1.28-$1.48, non-GAAP gross margin 38.5%-40.5%.
Source
SEC Form 8-K, Exhibit 99.1 (Coherent)
Feb 4, 2026
Read the original ↗

SEC filing 8-K · accession 0001193125-26-037556 · sec.gov ↗