ComputeLabs Research
Coherent recorded $2.37 billion in fiscal-first-quarter revenue and forecasts $2.55–2.75 billion in revenue for its second fiscal quarter.
· ComputeLabs Research · from the November 4, 2026 edition
Coherent’s first-quarter revenue exceeded the reported analyst estimate. Revenue was $2.37 billion versus $2.31 billion expected. Adjusted earnings per share were $2.09 versus a $2.02 estimate.
The company also reported $550 million of non-GAAP operating income. The corresponding analyst estimate was $531.5 million. These adjusted measures are distinct from results calculated under generally accepted accounting principles, and the supplied summary does not include a reconciliation.
Second-quarter guidance covers revenue, earnings, and gross margin. Coherent forecast revenue of $2.55–2.75 billion, adjusted earnings per share of $2.28–2.48, and adjusted gross margin of 40%–42%, against estimates of $2.55 billion, $2.24, and 40.8%, respectively. No segment breakdown is supplied, so the consolidated results cannot be assigned specifically to AI or data-center products.
Additional reporting
- Coherent

