Coherent (COHR) Q4 FY2026 Earnings News: $2.05B Revenue and AI Outlook Trigger a 7.99% Price Selloff
Coherent posted a beat-and-raise quarter (Q4 FY2026 revenue $2.05B, non-GAAP EPS $1.74; Q1 guidance above consensus) driven by Datacenter & Communications growth, but shares fell 7.99% as investors repriced elevated AI-optics expectations amid weaker Industrial performance and lower full-year operating cash flow. The move signals tighter scrutiny on execution, margins, and cash conversion despite strong demand indicators.
AI Insight · NCSKCOHR2USD/USDTAI Insight
▼ Bearish
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Coherent reported Q4 FY2026 revenue of $2.05 billion, up 34% year over year, and non-GAAP EPS of $1.74, above LSEG estimates. This earnings analysis reviews segment trends, Q1 FY2027 guidance, COHR’s 7.99% post-earnings decline and the technical levels that frame the next reaction.