Coherent Corp Stock Price, News & Analysis

Coherent (NYSE: COHR) announced a next-generation 300mm silicon carbide (SiC) platform on Dec. 3, 2025 to address rising thermal-efficiency demands in AI datacenter infrastructure.

The company said it adapted its proven 200mm expertise to develop 300mm conductive SiC substrates that offer low resistivity, low defect density, high homogeneity, and improved thermal management. Coherent plans to ramp the platform in high volumes and also advance the technology for AR/VR devices and power electronics, enabling more devices per wafer and lower cost per chip.

Coherent (NYSE: COHR) announced the Axon FP, a compact, air-cooled, rack-mountable femtosecond laser with a fiber-delivered, collimated output designed for multiphoton microscopy and related applications. Available in 920nm and 1064nm configurations, Axon FP delivers over 1W of femtosecond pulse power and integrates fast power modulation and adjustable dispersion pre-compensation into a single, self-contained unit. The fiber-delivered design removes complex alignment and external optics, aims to reduce setup time and system costs, and supports portable, shared use across lab setups. Axon FP debuts at the Society for Neuroscience Annual Meeting, Nov 15–19, 2025.

Coherent (NYSE: COHR) on Nov. 10, 2025 introduced the EDGE CUT20 OEM Cutting Solution, combining the new CUT20 laser cutting head with the EDGE FL20 fiber laser to target high-performance sheet-metal cutting.

Key features: the CUT20 supports laser powers up to 20 kW, MZ functionality for independent Z-axis focus and magnification (spot-size) control in real time, integrated SmartQD process monitoring for pierce/loss-of-cut/burn detection at the fiber connector, and an EDGE FL platform offering back-reflection resilience, modular scalability, and field-replaceable components. Coherent said the design eases OEM integration via a compact FPGA-based architecture and will be shown at Photonix Japan 2025 in Tokyo.

Coherent (NYSE: COHR) reported Q1 FY2026 revenue of $1.58B, up 17% year-over-year (19% pro forma after the sale of the Aerospace & Defense business). GAAP gross margin was 36.6% (+249 bps Y/Y) and GAAP diluted EPS was $1.19. On a non-GAAP basis gross margin was 38.7% and non-GAAP EPS was $1.16 (+$0.49 Y/Y). The company paid down $400M of debt and refinanced debt to lower interest expense. Q2 FY2026 guidance: revenue $1.56B–$1.70B, non-GAAP gross margin 38%–40%, and non-GAAP EPS $1.10–$1.30.

Coherent (NYSE: COHR) entered a definitive agreement to sell its materials processing tools product division to Bystronic, with expected closing in early 2026 subject to customary conditions. The unit employs approximately 400 people and generates about $100 million in annual sales. Proceeds will be used to reduce debt and are described as immediately accretive to EPS. Management framed the sale as part of a portfolio review to sharpen focus on core growth markets and products.

Coherent (NYSE: COHR) announced on October 28, 2025 the launch of a next‑generation polarization‑maintaining optical fiber, model PLMA‑EYDF‑25P/300‑XPH‑11FA, engineered for narrow‑linewidth and single‑frequency 1550 nm amplifiers.

The fiber features a larger mode effective area, improved polarization maintenance, reduced non‑linear effects, greater power scalability, low 1 µm ASE noise, and a matched passive fiber PLMA‑GDF‑25/300 to maximize beam quality and polarization extinction ratio. Target applications include long‑range LIDAR for wind energy and air‑traffic sensing, high‑precision materials processing, quantum technology, medical lasers, and scientific research.

Coherent (NYSE: COHR) will exhibit at NVIDIA GTC DC 2025 on October 28–29, 2025 at Booth 525, showcasing its co-packaged optics (CPO) technologies.

The exhibit highlights Coherent's CPO-enabling portfolio—lasers, precision optics, detectors, and thermal control solutions—and emphasizes its vertically integrated capabilities, U.S. manufacturing footprint, and focus on scaling AI infrastructure across compute and interconnect layers to improve performance, power efficiency, and reliability.

Coherent (NYSE: COHR) will release financial results for the quarter ended September 30, 2025 on Wednesday, November 5, 2025 after the NYSE closes. A live audio webcast to discuss results will follow at 5:00 p.m. ET, with a replay available within 24 hours on the company's investor relations website.

Investors can join the live audio webcast at coherent.com/company/investor-relations/financial-webcasts. The announcement also summarizes Coherent as a global photonics leader operating in more than 20 countries.

Coherent (NYSE:COHR), a global photonics leader, has received two prestigious awards at ECOC 2025, Europe's largest optical communications exhibition. The company won the Optical Transport Award for its Multi-Rail Resource Pooling System and the Most Innovative Photonic Component Award for its 400G Differential EML.

The Multi-Rail Resource Pooling System enhances C- and L-band throughput while reducing power and hardware requirements. The 400G D-EML, the first of its kind, delivers >100 GHz bandwidth with lower power consumption for optical transceivers. These innovations support the growing demands of datacenter, AI, and telecom networks.