Coherent expects Q1 revenue between $2.2 bln and $2.4 bln
Company sees Q1 non-GAAP EPS between $1.85 and $2.05
Coherent expects Q1 non-GAAP gross margin of 39.5% to 41.5%
Customer demand - Co said exceptional customer demand, especially in datacenter and communications, drove Q4 results
Operational execution - Co said strong operational execution led to gross margin expansion and higher EPS
AI-driven market shift - Co highlighted growing adoption of optical connectivity in AI datacenter architectures as a key growth driver
Key details and analyst coverage
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$2.05 bln
$1.99 bln (16 Analysts)
Q4 Adjusted EPS
Beat
$1.74
$1.61 (18 Analysts)
Q4 Adjusted Operating Income
Beat
$446 mln
$426.72 mln (16 Analysts)
Q4 Adjusted Operating Margin
21.80%
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electronic equipment & parts peer group is "buy"
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