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Mar 31, 2025
Coherent Q3 2025 Earnings Report
Coherent reported strong Q3 performance with record revenue and improved profitability.
Key Takeaways
Coherent delivered robust financial results in Q3 FY25, driven by continued AI-related datacenter demand and new product introductions. Revenue grew to $1.498 billion with significant gains in both GAAP and non-GAAP margins, and EPS turned positive on a non-GAAP basis.
Record quarterly revenue of $1.498 billion, up 24% YoY
Non-GAAP EPS surged to $0.91, up from $0.38 YoY
GAAP gross margin improved to 35.2%, while non-GAAP gross margin rose to 38.5%
Strong AI datacenter demand and optical networking innovations fueled growth
Forward Guidance
Coherent expects Q4 FY25 revenue between $1.425B and $1.575B, non-GAAP gross margin between 37% and 39%, and non-GAAP EPS between $0.81 and $1.01.
Positive Outlook
- Strong demand in AI-related datacenter infrastructure
- Continued momentum in optical networking products
- Improved gross margin outlook
- Focus on operating efficiency and leverage
- Debt reduction enhancing financial flexibility
Challenges Ahead
- Expected volatility in customer purchasing patterns
- Ongoing restructuring and integration expenses
- Macroeconomic uncertainties in global markets
- Foreign exchange rate impacts
- Potential competitive pressure from new product introductions
Historical Earnings Impact
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Avg. Return Before/After Earnings
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