Coherent Q4 Revenue Surges 34% to $2.05B, Beating Estimates

Coherent reported Q4 revenue of $2.05B and Non-GAAP EPS of $1.74, both exceeding forecasts. Q1 guidance also beat expectations, yet stock fell 5% after hours on profit-taking.

Woofun AI reports that Coherent posted Q4 revenue of $2.05 billion, representing a 34% year-on-year increase and surpassing the consensus range of $1.98–$2.02 billion. Non-GAAP earnings per share reached $1.74, exceeding the anticipated $1.62–$1.65. The company projected Q1 revenue between $2.20–$2.40 billion, above the expected $2.13 billion, with adjusted EPS forecast at $1.85–$2.05 versus the expected $1.77.

Despite results and guidance significantly outperforming market expectations, the stock experienced downward pressure in after-hours trading, dropping by 5% at one point due to short-term profit-taking. This followed an 8% surge during regular trading hours, reflecting heightened market anticipation regarding demand for AI data center optical interconnects.