COHR
CoherentOptical transceivers and lasers used inside AI clusters.
Next earnings: Coherent has not announced its next earnings date. Its last earnings release was filed with the SEC on August 12, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
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.
Why COHR is rated significant
Significant. Datacenter & Communications was $1.615 billion of $2.045 billion revenue in the quarter ended June 30, 2026 (79%), up 58.5%, while the industrial segment fell 15.8%. Coherent does not break out AI transceivers within that segment, but the segment's growth is the transceiver business for AI clusters.
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.
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- DEF 14AProxy statement2026-10-09documentfolder
- 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
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Beard Robert P Chief Strategy & Legal Officer | Tax withholding · disposed | 5,127 | $231.80 | 2026-10-22 |
Luther Sherri R Chief Financial Officer | Tax withholding · disposed | 18,284 | $312.62 | 2026-10-14 |
PAGLIUCA STEPHEN G Director | Grant / award · acquired | 279 | — | 2026-10-07 |
Mocciaro Ilaria Chief Accounting Officer | Tax withholding · disposed | 1,766 | $191.79 | 2026-10-07 |
Place Jeffrey B. Chief Supply Chain Officer | Tax withholding · disposed | 641 | $287.81 | 2026-10-05 |
Digirolomo Enrico Director | Open-market sale · disposed | 5,315 | $305.99 | 2026-09-15 |
Digirolomo Enrico Director | Gift · disposed | 1,279 | — | 2026-09-15 |
News
COHR in plain answers
The questions readers ask about Coherent, answered from the company's own filings and this site's research. Each answer names its source.
What does Coherent (COHR) supply to AI?+
Makes lasers, optical components and transceivers, and industrial photonics. A leading supplier of the high-speed optical transceivers that carry data between racks in AI data centers.
How much does AI matter to Coherent's business?+
AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. 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%. Total revenue $2.045 billion, up 33.8% year over year; fiscal 2026 revenue $7,118.2 million, up 22.5%.
Company filing or releaseWhen is Coherent's next earnings date?+
Coherent has not announced its next earnings date. Its last earnings release was filed with the SEC on August 12, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Coherent insiders buying or selling COHR stock?+
In the latest Form 4 filings for COHR there are 1 open-market sale, 6 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 22, 2026 by Beard Robert P. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for COHR?+
Whether Q1 FY2027 revenue reaches the guided $2.2–$2.4 billion with non-GAAP gross margin of 39.5%–41.5% The Coherent Photonlink launch event on September 21, 2026 in Málaga, Spain Progress under the NVIDIA–Coherent strategic partnership announced March 2, 2026
SourceWhat are the main risks for Coherent?+
Results could be materially hurt if AI datacenter customers substantially reduce expansion plans or if new AI technologies needing less compute reduce infrastructure spending 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 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
10-K filed 2026-08-14, Item 1AWhich AI category is COHR in?+
Coherent is listed under Networking. Optical transceivers and lasers used inside AI clusters.
Related companies in Networking
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