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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (27222)	2/4/2026 5:00:50 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 27357

COHR was down huge after announcing earnings, just like GOOGL, and has now recovered about half that. I took a lot of profits including some yesterday at $240 so I should have been bold and had my AH nets out at $175 but was too slow and it recovered before I could drop them manually. Google is now up in AH... so who knows what will happen tomorrow. Right now, it rebounded back to flat! I'd hate to be the poor sucker who panicked out at $169! The COHR website links to the details of this release are still showing mostly blank pages so.... 2/4/2026 For Immediate Release COHERENT CORP. REPORTS SECOND QUARTER FISCAL 2026 RESULTS Q2 REVENUE OF $1.69B, INCREASED 17% Y/Y; AND, ON A PRO FORMA BASIS, 22% Y/Y ADJUSTED FOR SALE OF AEROSPACE & DEFENSE BUSINESS Q2 GAAP GROSS MARGIN OF 36.9%, INCREASED 145 bps Y/Y; Q2 NON-GAAP GROSS MARGIN OF 39.0%, INCREASED 77 bps Y/Y Q2 GAAP EPS OF $0.76, INCREASED 71% Y/Y; Q2 NON-GAAP EPS OF $1.29, INCREASED 35% Y/Y SAXONBURG, Pa., February 4, 2026 (GLOBE NEWSWIRE) – Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its second quarter of fiscal year 2026 ended December 31, 2025. Revenue for the second quarter of fiscal 2026 was $1.69 billion, with GAAP gross margin of 36.9% and GAAP net income of $0.76 per diluted share. On a non-GAAP basis, gross margin was 39.0% with net income per diluted share of $1.29. Jim Anderson, CEO, said, “We delivered strong year-over-year revenue growth in the December quarter, driven by another quarter of strong demand in our datacenter and communications segment. We expect continued strong growth in the second-half of fiscal 2026 and throughout fiscal 2027 based on strong datacenter and communications demand and our continued production capacity expansion along with improving demand in our Industrial segment.” Sherri Luther, CFO, said, “Significant revenue growth together with gross margin expansion drove a year-over-year increase in our GAAP and non-GAAP EPS. Given the strength of demand, we continue to ramp our capital investment to drive capacity increases to support our business outlook.”