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Jun 30, 2024

Coherent Q4 2024 Earnings Report

Coherent's Q4 2024 earnings reflect revenue growth and improved profitability.

Key Takeaways

Coherent Corp. reported Q4 2024 revenue of $1.314 billion, a 9.1% year-over-year increase. GAAP EPS was $(0.52), while non-GAAP EPS was $0.61, a 49% year-over-year improvement. The company's revenue growth was driven by AI-related strength in its Datacom transceiver business.

Q4 revenue reached $1.314 billion, representing a 9.1% year-over-year growth.

GAAP gross margin for Q4 was 32.9%, showing a 437 bps increase year-over-year.

Non-GAAP gross margin for Q4 was 37.2%, reflecting a 132 bps increase year-over-year.

GAAP EPS for Q4 was ($0.52), an improvement of $1.02 year-over-year, and non-GAAP EPS was $0.61, an improvement of $0.20 or +49% year-over-year.

Total Revenue
$1.31B
Previous year: $1.21B
+9.1%
EPS
$0.61
Previous year: $0.41
+48.8%
Non-GAAP gross margin
37.2%
Gross Profit
$432M
Previous year: $343M
+25.8%
Cash and Equivalents
$926M
Previous year: $821M
+12.7%
Free Cash Flow
$62.4M
Previous year: $88.5M
-29.5%
Total Assets
$14.5B
Previous year: $13.7B
+5.7%

Coherent

Coherent

Forward Guidance

Coherent expects revenue for the first quarter of fiscal 2025 to be between $1.27 billion and $1.35 billion, with non-GAAP EPS between $0.53 and $0.69.

Positive Outlook

  • Revenue for Q1 2025 is expected to be between $1.27 billion and $1.35 billion.
  • Gross margin percentage for Q1 2025 is expected to be between 36% and 38% on a non-GAAP basis.
  • Total operating expenses for Q1 2025 are expected to be between $260 million and $280 million on a non-GAAP basis.
  • Tax rate for Q1 2025 is expected to be between 20% and 23% on a non-GAAP basis.
  • EPS for Q1 2025 is expected to be between $0.53 and $0.69 on a non-GAAP basis.