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

To: Kirk © who wrote (27236)	2/4/2026 6:06:28 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Respond to of 27357

Here is the Full release with data coherent.com My GUESS is people who don't understand the BBB bill and/or hate Trump missed this when they sold after hours ... dig down into Non-GAAP earnings....

To: Kirk © who wrote (27236)	2/4/2026 6:08:53 PM
From: Elroy	Read Replies (1) \| Respond to of 27357

All I saw was a sequential decline in earnings Net income last Q was $221m and in this Q $248m. In other words, sequential increase. Eye balling it they hit the high end of their own guidance for almost everything, and next Q has everything going up modestly. Sales up, gross margins up, EPS up. I don't see anything concerning at all, just a volatile stock price.