erent (US:COHR) ZACKSยท2025-05-07 23:00Core Insights - Coherent reported a revenue of $1.5 billion for the quarter ended March 2025, reflecting a year-over-year increase of 23.9% and exceeding the Zacks Consensus Estimate of $1.44 billion by 3.97% [1] - The company's EPS for the quarter was $0.91, up from $0.53 in the same quarter last year, surpassing the consensus EPS estimate of $0.86 by 5.81% [1] Revenue Performance - Revenue from Materials was $236.70 million, slightly above the estimated $236.16 million, but down 1% year-over-year [4] - Networking revenues reached $897.30 million, exceeding the average estimate of $842.47 million, marking a significant year-over-year increase of 45% [4] - Lasers generated $363.90 million in revenue, slightly above the estimated $359.34 million, with a year-over-year growth of 3.7% [4] - Instrumentation revenue was $95.62 million, below the average estimate of $100.73 million, representing a decline of 2.7% year-over-year [4] - Communications revenue was $896.99 million, surpassing the estimate of $835.13 million, with a year-over-year increase of 45.7% [4] - Industrial revenue was $439.55 million, slightly above the estimated $429.76 million, reflecting a 4.4% year-over-year increase [4] - Electronics revenue was $65.72 million, below the average estimate of $72.64 million, indicating a year-over-year decline of 10.7% [4] Stock Performance - Coherent's shares have returned +35.8% over the past month, significantly outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]