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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (95364)	11/5/2025 11:44:57 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95383

Coherent beats by $0.12, beats on revs; guides Q2 EPS in-line, revs above consensus +4.61% Reports Q1 (Sep) earnings of $1.16 per share, excluding non-recurring items, $0.12 better than the FactSet Consensus of $1.04; revenues rose 17.3% year/year to $1.58 bln vs the $1.54 bln FactSet Consensus. Co issues guidance for Q2, sees EPS of $1.10-1.30, excluding non-recurring items, vs. $1.12 FactSet Consensus; sees Q2 revs of $1.56-1.70 bln vs. $1.56 bln FactSet Consensus.Jim Anderson, CEO, said, "Revenue growth of 19% year-over-year in the September quarter on a pro forma basis was driven by strong demand from AI-related datacenters and communications. We expect continued strong growth throughout this fiscal year based on increasing datacenter and communications demand along with our continued production capacity expansion."Sherri Luther, CFO, said, "Significant revenue growth and gross margin expansion drove a year-over-year increase in our GAAP and non-GAAP EPS. During the quarter, we paid down $400 million of our debt. We also refinanced our debt which will reduce our interest expense and further strengthen our balance sheet." 07:05 PM EST, 11/05/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: COHR delivered robust Q1 FY 26 results with revenue of $1.58B (+17.3% Y/Y) and non-GAAP EPS of $1.16, beating consensus estimates of $1.54B and $1.04. Pro-forma revenue growth of 19% (ex-divestiture) underscores accelerating momentum in core photonics operations. Datacenter & Communications segment revenue of $1.09B (+26.2% Y/Y) drives outperformance, reflecting COHR's entrenched positioning in AI infrastructure buildout. Management expressed confidence in "continued strong growth," with Q2 guidance of $1.56B-$1.70B in revenue and $1.10-$1.30 for non-GAAP EPS, both above consensus. We believe sustained margin expansion validates the company's strategic focus on higher-margin AI-enabling solutions, with non-GAAP gross margin reaching 38.7% (+200 bps Y/Y) and operating margin of 19.5% (+34 0bps Y/Y), demonstrating powerful operating leverage. Product innovations, including 400mW CW lasers and 1.6T transceiver capabilities, position COHR favorably for next-generation data center deployments.