COHR Gears Up to Report Q4 Earnings: What's in the Offing?

Core Insights - Coherent Corp. (COHR) is set to release its fourth-quarter fiscal 2025 results on August 13, after market close, and has consistently surpassed the Zacks Consensus Estimate in the past four quarters with an average earnings surprise of 15.2% [1] Revenue Expectations - The Zacks Consensus Estimate for Coherent's revenues is $1.5 billion, reflecting a 15.2% increase compared to the same quarter last year [2] - The Networking segment is expected to generate $930.2 million, indicating a significant year-over-year growth of 21.9%, driven by strong demand in the AI data center market [2][9] - The Materials segment's consensus estimate is $231.2 million, suggesting a decline of 2.6% year-over-year due to ongoing softness in the consumer electronics market [3] - For the Lasers segment, the estimate stands at $358.4 million, which is a 3% increase from the previous year, supported by rising demand for excimer annealing lasers and strength in the semi-cap equipment market [4][9] Earnings Projections - The consensus estimate for earnings per share is 93 cents, indicating a substantial year-over-year growth of 52.5% [4] - Coherent's model predicts an earnings beat, supported by a positive Earnings ESP of +8.32% and a Zacks Rank of 1 (Strong Buy) [5]