Coherent Corp.
COHRQ1 2026(COHR Q2 FY2026)Derived30% AI
AI Revenue %
30%
AI Fair Value
$11.5B
AI Revenue (Q)
$834.8M
Total Revenue (Q)
$2.8B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q2 FY2026 (Dec 31, 2025). Datacenter & Communications revenue $1,208M (from $905M recast YoY, +33%). Industrial $478M. Total revenue $1,686M. DC&C segment profit $306M. The DC&C segment is now generating $1.2B/Q in revenue. Six-month DC&C revenue $2,298M vs $1,768M recast (+30%). MATH: Pre-AI Communications quarterly baseline ~$550M. Current DC&C $1,208M implies ~$658M incremental over pre-AI baseline. Conservatively attributing ~$500M to AI datacenter demand (remainder to telecom recovery and organic growth): $500M / $1,686M = ~30%. Series B preferred stock was fully converted to common stock in this quarter.
Analyzed by claude-opus-4-6
Quoted Figures
Datacenter & Communications segment revenue: $1,207,950K; segment profit: $306,366K; Industrial segment revenue: $477,679K
10-Q Q2 FY2026, Note 13 segment data
Six Months DC&C revenue: $2,297,950K vs $1,768,188K prior year
10-Q Q2 FY2026, Note 13 segment data
Conversions of Series B preferred stock to common stock: $2,506,885K
10-Q Q2 FY2026, equity statement
AI Products Identified (Ring 1)
800G/1.6T datacenter optical transceiversInP and GaAs laser chips for AI interconnectsZR/ZR+ coherent transceivers for AI data center DCICo-packaged optics (CPO) componentsOptical amplifiers for AI networking
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
SiC substrates for AI data center power electronicsEUV laser components for AI chip manufacturingDiamond heat spreaders for AI chip cooling
Confidence Tier
DerivedCalculated from reported segments primarily serving AI