Materials and photonics company Coherent (NYSE: COHR) will be announcing earnings results this Wednesday after the bell. Here’s what to expect.
Coherent beat analysts’ revenue expectations by 1.4% last quarter, reporting revenues of $1.53 billion, up 16.4% year on year. It was a slower quarter for the company, with a significant miss of analysts’ EPS estimates and revenue guidance for next quarter slightly missing analysts’ expectations.
Is Coherent a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Coherent’s revenue to grow 13.7% year on year to $1.53 billion, slowing from the 28% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.04 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Coherent has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.6% on average.
Looking at Coherent’s peers in the electronic components & manufacturing segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Amphenol delivered year-on-year revenue growth of 53.4%, beating analysts’ expectations by 10.9%, and TTM Technologies reported revenues up 22.1%, topping estimates by 6%. Amphenol traded up 8.8% following the results while TTM Technologies was down 2.6%.
Read our full analysis of Amphenol’s results here and TTM Technologies’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the electronic components & manufacturing stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.7% on average over the last month. Coherent is up 15.5% during the same time.
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