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Dec 31, 2024

Coherent Q2 2025 Earnings Report

Expected Revenue:$1.37B
+16.9% YoY
Expected EPS:$0.69
+200.0% YoY

Key Takeaways

Coherent Corp. reported strong second quarter fiscal 2025 results with revenue of $1.43 billion and GAAP EPS of $0.44. Non-GAAP EPS was $0.95. The company saw growth driven by AI-related Data Center demand and Telecom business.

Q2 revenue reached $1.43 billion, a 27% year-over-year increase.

GAAP gross margin was 35.5%, a 452 bps year-over-year increase.

GAAP EPS was $0.44, an improvement of $0.82 year-over-year.

Non-GAAP EPS was $0.95, an improvement of $0.69 year-over-year.

Gross Profit
$509M
Previous year: $351M
+45.3%
Cash and Equivalents
$918M
Previous year: $1.03T
-99.9%

Coherent

Coherent

Forward Guidance

Coherent expects revenue for the third quarter of fiscal 2025 to be between $1.39 billion and $1.48 billion, with a non-GAAP gross margin percentage between 37% and 39% and non-GAAP EPS between $0.75 and $0.95.

Positive Outlook

  • Revenue for Q3 2025 is expected to be between $1.39 billion and $1.48 billion.
  • Gross margin percentage for Q3 2025 is expected to be between 37% and 39% on a non-GAAP basis.
  • Total operating expenses for Q3 2025 are expected to be between $285 million and $305 million on a non-GAAP basis.
  • Tax rate for Q3 2025 is expected to be between 17% and 19% on a non-GAAP basis.
  • EPS for Q3 2025 is expected to be between $0.75 and $0.95 on a non-GAAP basis.