
Coherent Corp.
NASDAQ•COHR
CEO: Mr. James Robert Anderson
セクター: Technology
業種: Hardware, Equipment & Parts
上場日: 1987-10-02
Coherent Corp. develops, manufactures, and markets engineered materials, optoelectronic components and devices, and optical and laser systems and subsystems for the use in the industrial, communications, electronics, and instrumentation markets worldwide. It operates through three segments: Networking, Materials, and Lasers. The Networking segment offers telecommunication products for fiber-optic transmission; datacom transceivers, including pluggable transceivers for ethernet and fiber channel applications; and advanced optics, such as fiber and precision optics used in projection displays, crystal materials and components for optical communications, filters and assemblies for life sciences, sensors, instrumentation, and semiconductor equipment, as well as ultraviolet (UV), visible, and near-infrared spectroscopy optics for industrial lasers. The Materials segments provides laser optics and accessories; infrared thermal imaging optics and assemblies; polycrystalline materials; thermoelectric components, subassemblies, and systems; ceramic and metal-matrix composite products; semiconductor lasers and laser bars; Q-switched laser modules, uncooled pump laser modules, and laser systems for superhard materials processing; laser processing heads and beam delivery systems; EELs, VCSELs, and detectors; pumps for amplifiers; precision optical assemblies, infrared optics, thin-film coatings and optical materials; optical solutions; and integrated circuits for transceivers. The Lasers segment offers UV gas and solid-state lasers; UV optical systems, line beams, and mask-based imaging systems; UV nanosecond lasers; continuous-wave lasers and systems; amplifiers; subsystems and standard systems; IR lasers; crystals and diode lasers, and specialty polishing and coating solutions. The company was formerly known as II-VI Incorporated and changed its name to Coherent Corp. in September 2022. Coherent Corp. was incorporated in 1971 and is headquartered in Saxonburg, Pennsylvania.
連絡先情報
時価総額
$36.21B
PER (TTM)
121.0
27.3
配当利回り
--
52週高値
$247.15
52週安値
$45.58
52週レンジ
順位49Top 66.7%
3.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q2 2026 データ
売上高
$1.69B+0.00%
直近4四半期の推移
EPS
$0.87+0.00%
直近4四半期の推移
フリーCF
-$95.70M+0.00%
直近4四半期の推移
2026 Q2 決算ハイライト
主なハイライト
Revenue Growth Strong Six months revenues reached $3.267B, marking a 17% increase over prior period, driven by AI demand.
Profitability Significantly Improved Net earnings attributable to Coherent Corp. totaled $373M for six months, up 189% versus prior year.
Datacenter Revenue Surges Datacenter & Communications revenue grew 30% to $2.298B for six months, fueled by strong AI datacenter demand.
Debt Reduction Achieved Total debt obligations decreased to $3.352B as of December 31, 2025, down from $3.687B previously.
リスク要因
Regulatory Inquiry Pending Cooperating with BIS inquiry regarding past Huawei sales; potential penalties or costs are currently undetermined.
Restructuring Charges Continue Incurred $28M in charges for 2025 Plan restructuring activities, expecting completion by end of fiscal 2026.
Asset Sales Impairment Recorded $85M non-cash impairment charge in Q4 2025 related to entities classified as held-for-sale.
Geopolitical Trade Headwinds Tariffs and export restrictions pose risk of revenue reduction or cost increases if global disruptions persist.
見通し
New Segment Reporting Adopted Aligned reporting structure effective July 1, 2025, into Datacenter & Communications and Industrial segments.
Prioritizing R&D Investment Continued prioritization of R&D investments supporting long-term growth strategy, especially in Datacenter portfolio.
Liquidity Position Strong Existing cash, operations cash flow, and $608M borrowing capacity sufficient for next twelve months needs.
Preferred Stock Converted All Series B Preferred Stock converted to Common Stock in Q4 2025; no preferred shares outstanding now.
同業比較
売上高 (TTM)
JBL$31.11B
FLEX$26.84B
$15.18B
粗利益率 (最新四半期)
GEN74.0%
72.0%
FTV63.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| COHR | $36.21B | 121.0 | 3.6% | 23.5% |
| SATS | $33.30B | -2.6 | -77.5% | 67.6% |
| TDY | $30.98B | 34.8 | 8.6% | 16.2% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.0%
緩やかな成長
4四半期純利益CAGR
110.7%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月5日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q2 2026
会計期末: 2025年12月31日|提出日: 2026年2月4日|売上高: $1.69B+0.0%|EPS: $0.87+0.0%予想を下回るForm 10-Q - Q1 2026
会計期末: 2025年9月30日|提出日: 2025年11月5日|売上高: $1.58B+17.3%|EPS: $1.24-3200.0%予想を上回るForm 10-K - FY 2025
会計期末: 2025年6月30日|提出日: 2025年8月15日|売上高: $5.81B+23.4%|EPS: $-0.52+71.7%予想を下回るForm 10-Q - Q3 2025
会計期末: 2025年3月31日|提出日: 2025年5月7日|売上高: $1.50B+23.9%|EPS: $-0.11-62.1%予想を下回るForm 10-Q - Q2 2025
会計期末: 2024年12月31日|提出日: 2025年2月5日|売上高: $1.43B+26.8%|EPS: $0.46-221.1%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年9月30日|提出日: 2024年11月6日|売上高: $1.35B+28.0%|EPS: $-0.04-93.8%予想を下回るForm 10-K - FY 2024
会計期末: 2024年6月30日|提出日: 2024年8月16日|売上高: $4.71B-8.8%|EPS: $-1.84+37.2%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年3月31日|提出日: 2024年5月7日|売上高: $1.21B-2.5%|EPS: $-0.29+20.8%予想を下回る