财务数据和关键指标变化 - 第三季度收入为12.09亿美元,超出了指引的上限 [19] - 第三季度非GAAP每股收益为0.53美元,也超出了指引的上限 [19] - 第四季度预计收入为11.23亿美元到13.2亿美元,全年收入预计为46.2亿美元到47亿美元 [20] - 第四季度非GAAP每股收益预计为0.52美元到0.68美元,全年为1.56美元到1.73美元 [20] 各条业务线数据和关键指标变化 - 800G数据通信业务需求持续强劲,第三季度收入接近2亿美元,预计第四季度将超过2.5亿美元 [16][26][27][28] - 电信市场需求恢复速度较慢,但中国市场和数字相干光学可插拔产品有望在2025财年带来增长 [86][87][88] - 工业市场需求有进一步改善的迹象,约占总收入的34% [17] - 仪器和电子市场有进一步稳定的迹象,预计未来也将恢复增长 [17] 各个市场数据和关键指标变化 - 中国市场电信运营商的新一代C+L网络建设带动了公司泵浦激光器和波分复用器的需求 [86][87] - 数据中心市场对800G及以上光模块的需求持续强劲,公司有望进一步扩大市场份额 [41][42][43][49][50][51][52][53][54][55][57][58][59][160][161][162][163][164][165][166][167][168][169][170][171] - 工业市场中,公司在电动车焊接应用领域与多家客户有广泛的合作 [147][148] 公司战略和发展方向及行业竞争 - 公司正在积极布局1.6T和3.2T光模块,在VCSEL、EML和硅光子等多种技术路线上均有布局,有望在未来的技术演进中保持领先地位 [173][174][175][176][177][178][179][180][181] - 公司正在推进全球ERP系统改造和AI工具应用,以提升运营效率和毛利率 [37][38][39] - 公司在光电子芯片、光模块等领域保持技术和市场领先地位,有望进一步扩大市场份额 [28][49][50][51][52][53][54][55][57][58][59][160][161][162][163][164][165][166][167][168][169][170][171] 管理层对经营环境和未来前景的评论 - 尽管宏观环境存在挑战,但公司的多元化战略使其区别于同行 [19] - 公司在AI相关的数据通信市场保持领先地位,工业和仪器电子市场也有望逐步恢复增长 [17] - 公司正在积极培养内部人才,为新任CEO的顺利接任做好准备 [11][12][13][14] - 公司有信心在未来实现可持续增长和成功 [21] 问答环节重要的提问和回答 问题1 **Samik Chatterjee 提问** 询问800G业务的订单可见性和未来增长动力 [25][26][27][28][30][31] **Lee Xu 回答** 公司800G业务订单可见性仍然很好,预计未来增长势头将持续,公司已基本解决了产能和供应链的制约 [27][28][31] 问题2 **Ruben Roy 提问** 询问公司毛利率改善的具体措施和时间表 [35][36][37][38][39][50][51][52] **Richard Martucci 回答** 公司正在通过提升产品组合、供应链管控和实施ERP及AI等措施来提升毛利率,预计到2026财年上半年可达到40%的目标 [37][38][39] 问题3 **Thomas O'Malley 提问** 询问1.6T光模块的时间进度和客户情况 [57][58][59][60][61][62][63] **Lee Xu 回答** 公司计划在下一财年第一季度开始向客户提供1.6T光模块样品,并在2025日历年初实现量产出货 [58][59]

Table of Contents \ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________________ FORM 10-Q ________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission File N ...

For the quarter ended March 2024, Coherent (COHR) reported revenue of $1.21 billion, down 2.5% over the same period last year. EPS came in at $0.53, compared to $0.58 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of +3.45%. The company delivered an EPS surprise of +26.19%, with the consensus EPS estimate being $0.42.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street exp ...

Coherent (COHR) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 26.19%. A quarter ago, it was expected that this Laser and optics manufacturer would post earnings of $0.23 per share when it actually produced earnings of $0.36, delivering a surprise of 56.52%.Over the last four quarter ...

Exhibit 99.2 Coherent Corp. 375 Saxonburg Blvd. Saxonburg, PA 16056-9499 USA SHAREHOLDER LETTER – MAY 6, 2024 Related Information. The following commentary is provided to give investors and analysts further insight into the Company’s performance in advance of the earnings call webcast. Please note the “Forward-Looking Statements” information at the end of this letter. Fellow Coherent Shareholders, We are pleased to present our Coherent Corp. Shareholder Letter setting forth an overview of our Third Quarter ...

Wall Street analysts expect Coherent (COHR) to post quarterly earnings of $0.42 per share in its upcoming report, which indicates a year-over-year decline of 27.6%. Revenues are expected to be $1.17 billion, down 5.8% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnings announcement, it is crucial to cons ...

PITTSBURGH, April 23, 2024 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE:COHR), a leader in materials, networking, and lasers, today announced a $500,000 sponsorship of two educational initiatives targeted to increase diversity, equity, and inclusion (DEI) in entrepreneurship, innovation, and advanced technology: the HBCU/MI Entrepreneurship & Innovation initiative by Leadership Needed Foundation and the Optica Foundation Amplify Scholarship for Black scientists. The HBCU/MI Entrepreneurship and Innovation init ...

可再生能源供应 - Coherent公司宣布已经从可再生能源中获得全球约70%的电力需求，每年超过500百万千瓦时的可再生电力，避免每年超过25万公吨二氧化碳排放[1] 减少碳足迹 - Coherent公司设定减少全球运营中的碳足迹为首要任务，承诺在2040财年实现净零Scope 1和Scope 2排放[2] 可持续发展与员工参与 - Coherent公司强调可持续发展是全员参与的问题，鼓励所有员工通过Lean Six Sigma认证项目来减少能源消耗，并将Lean原则与可持续发展目标紧密结合[3] 节能措施 - Coherent公司的Lean系统自2023年成立以来已经节省了每年250万千瓦时的能源，同时努力消除设施中的化石燃料使用，例如在德国的Highyag设施安装了热泵以减少气体排放[4]

公司财务业绩 - Coherent Corp. (NYSE: COHR)宣布将于2024年5月6日市场收盘后在公司网站发布截至2024年3月31日季度的财务业绩[1] - 公司管理层将于2024年5月7日上午8:00举行电话会议讨论这些结果[1] 公司业务和定位 - Coherent致力于通过突破性技术赋予市场创新者定义未来的能力，提供与工业、通信、电子和仪器市场多样化应用相关的创新[3] - 公司总部位于宾夕法尼亚州萨克森堡，拥有全球研发、制造、销售、服务和分销设施[3] 公司联系信息 - 欲收听电话会议的人士可通过公司网站或特定链接访问现场网络直播，并提供有限时间的回放[2] - 有关更多信息，请访问公司网站[3] - 联系人：Paul Silverstein，高级副总裁，投资者关系和公司传播，邮箱：investor.relations@coherent.com[4]

PITTSBURGH, April 18, 2024 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in materials, networking, and lasers, announced today that the company will release its financial results for the quarter ended March 31, 2024, in a shareholder letter posted on Coherent’s website at coherent.com/company/investor-relations after market close on Monday, May 6. Coherent’s management will host a conference call to discuss these results on Tuesday, May 7, at 8:00 a.m. ET. Individuals wishing to listen to ...