COHR
CoherentNetworkingAI exposure: Significant
Optical transceivers and lasers used inside AI clusters.
Alerts for COHR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Makes lasers, optical components and transceivers, and industrial photonics.
Its role in AI
A leading supplier of the high-speed optical transceivers that carry data between racks in AI data centers.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Datacenter & Communications segment revenue $1,615.0 million, up 58.5% year over year (78.9% of total revenue); Industrial segment $430.5 million, down 15.8%.Source · Q4 FY2026, quarter ended June 30, 2026
- Total revenue $2.045 billion, up 33.8% year over year; fiscal 2026 revenue $7,118.2 million, up 22.5%.Source · Q4 FY2026, quarter ended June 30, 2026
- Q1 FY2027 outlook: revenue $2.2–$2.4 billion, non-GAAP gross margin 39.5%–41.5%, non-GAAP EPS $1.85–$2.05.Source · Guidance for Q1 FY2027, issued August 12, 2026
Estimates
No third-party or editorial estimates are listed for COHR. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-12 (8-K)
Watch list
Growth drivers
- CEO Jim Anderson: as AI datacenter architectures transition from copper to optical connectivity, Coherent's photonic portfolio and manufacturing scale position it to deliver accelerating growth over a multi-year opportunity source
- The 10-K states AI and ML are driving rapid growth in datacenter infrastructure and demand for high-performance optical connectivity with greater bandwidth, lower latency and better power efficiency source
- Strategy includes developing the optical circuit switch (OCS) product family for AI/ML and hyperscale datacenters based on its digital liquid-crystal technology source
Risks
- Results could be materially hurt if AI datacenter customers substantially reduce expansion plans or if new AI technologies needing less compute reduce infrastructure spending source
- A small number of large customers dominate revenue, with two customers each over 10% of fiscal 2026 revenue, so order reductions or delays from them are a major exposure source
- Manufacturing depends on hard-to-source materials such as indium phosphide and rare earths with limited suppliers, and China's export restrictions on certain rare earths pose supply-disruption risk source
The company's own risk factors: 10-K filed 2026-08-14, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 5.02,8.012026-08-31documentfolder
- 10-KAnnual report2026-08-14documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-08-12documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-05-06documentfolder
- 10-QQuarterly report2026-05-06documentfolder
- 8-KCurrent report · items 5.022026-04-28documentfolder
- 8-KCurrent report · items 3.02,7.01,9.012026-03-02documentfolder
- 10-QQuarterly report2026-02-04documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-02-04documentfolder
- 8-KCurrent report · items 8.01,9.012025-12-16documentfolder
- 8-KCurrent report · items 8.012025-11-21documentfolder
- 8-KCurrent report · items 5.07,9.012025-11-17documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Digirolomo Enrico Director | Open-market sale · disposed | 5,315 | $305.99 | 2026-09-15 |
Digirolomo Enrico Director | Gift · disposed | 1,279 | — | 2026-09-15 |
Beard Robert P Chief Strategy & Legal Officer | Open-market sale · disposed | 500 | $309.32 | 2026-09-11 |
Neal-Graves Lisa Director | Open-market sale · disposed | 2,200 | $268.42 | 2026-09-04 |
SKAGGS STEPHEN A Director | Open-market sale · disposed | 2,272 | $276.88 | 2026-09-02 |
Digirolomo Enrico Director | Open-market sale · disposed | 2,272 | $276.85 | 2026-09-02 |
Digirolomo Enrico Director | Option exercise · acquired | 3,911 | $39.99 | 2026-09-02 |
Digirolomo Enrico Director | Open-market sale · disposed | 3,911 | $241.50 | 2026-09-02 |
Digirolomo Enrico Director | Gift · disposed | 1,847 | — | 2026-09-02 |
News
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Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0000820318)
- Latest annual report (10-K) — filed 2026-08-14
- TradingView symbol page — full chart and data
Research note — Fiscal year ends June 30. The 10-K is filed under the legacy II-VI document name (iivi-20260630.htm). The release does not break out AI transceiver revenue within Datacenter & Communications. No Q1 FY2027 earnings-date announcement found on the IR site as of 2026-09-17.