Coherent reports Q4 earnings with $2B revenue, guides Q1 at roughly $2B

Coherent Corp. delivered fiscal Q4 2026 results that topped Wall Street expectations, posting revenue in the neighborhood of $2 billion for the quarter. The company’s guidance for Q1 of fiscal year 2027 suggests it plans to stay right around that level. For a company that was generating $1.81 billion in quarterly revenue just one quarter earlier, crossing the $2 billion threshold represents a meaningful inflection point. That Q3 figure itself was already a 21% jump year-over-year. The AI optics gold rush The company had guided Q4 FY2026 revenue between $1.91 billion and $2.05 billion. Analyst consensus had settled at roughly $1.99 billion, suggesting the Street largely believed Coherent would land near the upper half of that range. The actual results came in above those expectations. NVIDIA’s $2 billion vote of confidence Perhaps the most telling signal of Coherent’s strategic importance came back in March 2026, when NVIDIA announced a $2 billion investment to establish a multiyear partnership with the company. The deal focuses on developing next-generation optics technology specifically designed for AI data center applications. The partnership spans both supply expansion and R&...