Coherent Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
48.9%projected annual EPS growth
Analyst Coverage
21analysts covering
FY Revenue (est.)
$10.5Bnext fiscal year
FY EPS (est.)
$9.26next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly1.8BTarget: 1.91B to 2.05B (Q4 FY26 Guidance)
Non-GAAP Gross Margin Quarterly39.6%Target: 39.0% to 41.0% (Q4 FY26 Guidance)
Non-GAAP EPS Quarterly1.4Target: 1.52 to 1.72 (Q4 FY26 Guidance)
Watch Items
- Indium Phosphide (InP) Capacity ScalingTrigger: Failure to double internal output ahead of schedule or scale to 6-inch wafersAction: Re-evaluate supply-chain constraints and potential market share loss to optical networking competitors.
- Hyperscaler AI Capex SustainabilityTrigger: Slowing capital expenditure or negative free cash flow signals from major cloud providers (e.g., Alphabet, Microsoft)Action: Assess impact on the multi-year optical transceiver backlog and adjust forward revenue growth assumptions.
- Co-packaged Optics (CPO) AdoptionTrigger: Delays in commercial deployment of CPO or Optical Circuit Switches (OCS) in the second half of calendar 2026Action: Review long-term TAM expansion projections and adjust valuation multiples downward.
Research as of 2 Sep 2026