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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Samik Chatterjee | JPMorgan | 15 | 0% |
| Simon Leopold | Raymond James | 13 | 23% |
| Tom O'Malley | Barclays | 12 | 8% |
| Papa Sylla | Citigroup | 11 | 0% |
| Karl Ackerman | BNP Paribas | 10 | 0% |
| Mike Mani | Bank of America | 10 | 0% |
| George Notter | Wolfe Research | 7 | 0% |
| Chris Rolland | Susquehanna | 7 | 29% |
| Meta Marshall | Morgan Stanley | 7 | 0% |
| Ruben Roy | Stifel | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 15 | 0% |
| Raymond James | 1 | 13 | 23% |
| Bank of America | 2 | 12 | 8% |
| Barclays | 1 |
| 12 |
| 8% |
| Citigroup | 1 | 11 | 0% |
| BNP Paribas | 1 | 10 | 0% |
| Jefferies | 2 | 9 | 0% |
| Wolfe Research | 1 | 7 | 0% |
Coherent delivered record Q3 revenue of $1.8 billion, up 21% year-over-year, with non-GAAP EPS of $1.41 rising 55% as operating income grew 57% on strong margin expansion. The 6-inch indium phosphide capacity ramp progressed well, and the record backlog provided exceptional demand visibility driven by AI datacenter buildouts. Communications segment revenue surged on CPO momentum from the NVIDIA strategic partnership, while gross margin expanded to 39.6% and the company continued guiding to FY2027 growth exceeding FY2026.
Demand | Revenue Growth | Competitive Dynamics | Supply Chain | Margin | Cloud & AI | Product Launch | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 5 | 3 | 4 | 3 | 4 | 2 | 3 | 2 |
| 2025Q2 | 6 | 4 | 5 | 3 | 2 | 2 | 2 | 4 |
| 2025Q3 | 4 | 4 | 3 | 3 | 4 | 3 | 2 | 1 |
| 2025Q4 | 6 | 6 | 3 | 3 | 1 | 5 | 1 | |
| 2026Q1 | 6 | 3 | 2 | 6 | 2 | 3 | 2 | 2 |
| 2026Q2 | 4 | 4 | 3 | 4 | 4 | 3 | 3 | 3 |
| 2026Q3 | 5 | 6 | 7 | 5 | 6 | 2 | 7 | 6 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 6 | 4 | 6 | 6 | 4 | 5 |
| Revenue Growth | 3 | 4 | 4 | 6 | 3 | 4 | 6 |
| Competitive Dynamics | 4 | 5 | 3 | 3 | 2 | 3 | 7 |
| Supply Chain | 3 | 3 | 3 | 3 | 6 | 4 | 5 |
| Margin | 4 | 2 | 4 | 1 | 2 | 4 | 6 |
| Cloud & AI | 2 | 2 | 3 | 5 | 3 | 3 | 2 |
| Product Launch | 3 | 2 | 2 | 2 | 3 | 7 | |
| Innovation & R&D | 2 | 4 | 1 | 1 | 2 | 3 | 6 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
COHR Coherent, Inc. | 9 | +20.6% | |
| APH Amphenol | 9 | +58.4% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |