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Coherent Corp. (COHR) earnings date & stock reaction

Coherent Corp. · IT

Coherent Corp. earnings date & time

Next earningsWed, November 4 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Thu, November 5
Reporting pattern
12 of last 12 before open
Typical move
±3.7% · 12-report avg

What the market expects

Consensus EPS

$1.96Coming in above this counts as a beat

Year-ago quarter
$1.16→+69.0%
Guided revenue
$2.0B→$2.3B+12.4%
Guided EPS
$1.74→$1.95+12.1%
Full earnings calendarFrom an earnings calendar
Latest reportApr–Jun 2026 results· August 12, 2026 reported
EPS consensus $1.62 → $1.74 ▲ +7.6% beatRev $1.5B → $2.0B +34% YoY
Post-earnings price move
Next-day move
+8.2%
After 5 days
-6.7%
Price around earnings
Around this report
Overlapped CPI releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.
Earnings callRapid revenue growth and margin expansion driven by AI data center demand
“Having achieved our first $2 billion revenue quarter, we now expect to achieve our first quarter with over $3 billion of revenue by the end of fiscal 2027.”
· Jim Anderson (CEO)
“We strengthened our balance sheet, reducing debt leverage to 0.7x from 2x at the end of FY 2025.”
· Sherri Luther (CFO)
Positives
  • ▲Strong growth in data center segment
    • Data center revenue surged 66% YoY this quarter, marking the third consecutive quarter of double-digit sequential growth.
    • Communications revenue also increased 56% YoY, contributing to overall growth.
  • ▲Significant improvement in profitability
    • Non-GAAP operating margin reached 21.8% this quarter, up 381 bps from 18.0% in the same period last year.
    • Non-GAAP EPS was $1.74, up 74% YoY, significantly outpacing revenue growth.
  • ▲Capacity expansion and order visibility
    • The company achieved its plan to double 6-inch indium phosphide production capacity one quarter ahead of schedule.
    • Customer orders remain robust, with visibility extending through calendar 2028.
Based on the Aug 12, 2026 earnings-call transcript. Quotes are verbatim.

Coherent Corp. (COHR) rose the day after earnings in 8 of its last 12 reports (67%), moving ±3.7% on average. It has fallen despite beating the consensus estimate 4 times.

Up next day
8/12
67%
Fell despite growth
3/12
Good earnings ignored
Price when beating
+2.0%
avg over 12 beats
Price when missing
—
never missed
Avg earnings move
±3.7%
typical swing on earnings
Biggest single move
+8.2%
'26.8 · largest reaction
🔑What actually moves this stock?
What really matters here
AI datacenter optical/transceiver revenue
In finance terms: Datacenter optical revenue
Growth · revenue (YoY by quarter, latest right)
+24%
25-05(Mar qtr)
+16%
25-08(Jun qtr)
+17%
25-11(Sep qtr)
+17%
26-02(Dec qtr)
+21%
26-05(Mar qtr)
+34%
26-08(Jun qtr)
Accelerating · Growth is accelerating from +24% to +34%. A good direction.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 11 of 11 times. Beating is the default here
Median beat +8.7%. 3 of those beats still fell the next day.
Reports that rose beat by +20.5% (median). Reports that fell beat by just +6.8%
Roughly +20.5% was the bar this stock had to clear.
Did they deliver what they guided?

The company's own next-quarter revenue guidance (from its 8-K release) vs what it actually reported: delivered 8 of 8 times, averaging +7.3% above the guide.

  • Jun 2026 qtrguided $1.91Bactual $2.05Bhit
  • Mar 2026 qtrguided $1.70Bactual $1.81Bhit
  • Dec 2025 qtrguided $1.56Bactual $1.69Bhit
  • Sep 2025 qtrguided $1.46Bactual $1.58Bhit
  • Jun 2025 qtrguided $1.43Bactual $1.53Bhit
  • Mar 2025 qtrguided $1.39Bactual $1.50Bhit
  • Dec 2024 qtrguided $1.33Bactual $1.43Bhit
  • Sep 2024 qtrguided $1.27Bactual $1.35Bhit

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Tends to run up in the week before earnings
Rose beforehand 10 of last 12 · avg +6.0% · expectations build early
Good results usually push the stock up
Up the next day 8 of 12 beats (67%)
vs IT sector avg (192 peers)
This
+2.0%
Sector
+0.9%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
4xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth3/12

4/12 beats fell next day · watches Datacenter optical revenue

Next-day reaction
  • Jun 2026 report+8.2%
  • Mar 2026 report+2.7%
  • Dec 2025 report-7.9%
  • Sep 2025 report+4.6%
  • Jun 2025 report-2.2%
  • Mar 2025 report-0.2%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-12
Next-day move
+8.2%
After 5 days -6.7%
EPS consensus $1.62 → $1.74 ▲ +7.6% beatRev $1.5B → $2.0B +34% YoY
Next-Q guidance+12%· ~$2.3B est.
Price around earnings
Around this report
Overlapped CPI releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.

Earnings trend · last 12 quarters

EPS$1.74YoY +74%
'23.11'26.8
Revenue$2.0BYoY +34%
'23.11'26.8

Earnings history and price reaction

Coherent Corp. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-12+7.6%+8.2%-6.7%
3/20262026-05-06+1.1%+2.7%+11.4%
12/20252026-02-04+6.8%-7.9%-0.3%
9/20252025-11-05+11.3%+4.6%+22.8%
6/20252025-08-13+8.7%-2.2%-24.7%
3/20252025-05-07+6.2%-0.2%+13.1%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Coherent Corp. earnings date?

The next Coherent Corp. (COHR) earnings report is expected Wed, November 4 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Coherent Corp.'s next earnings?

Analysts expect EPS of about $1.96 for Coherent Corp. (COHR). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Coherent Corp. (COHR) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 8 of them (67%). The average move on earnings day was ±3.7%.

Does Coherent Corp. react more to the earnings numbers or to guidance?

In 4 of the last 12 reports (33%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Coherent Corp. stock fall even when earnings are good?

Yes. In 3 of the last 12 reports, Coherent Corp. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Coherent Corp. stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.