$COHR crushed it.
Q4 rev $2.05B, +34% YoY and right at the top of guide.
Non-GAAP GM 40.2%, up from 39.6% last quarter.
EPS $1.74 vs $1.58 est.
Q1 guide $2.2B-$2.4B rev, midpoint $2.3B, so another ~12% QoQ step up.
Q1 GM guide 39.5%-41.5%.
Data center + comms now 79% of
Gaetano@Gaetano2026
$COHR crushed it. Q4 rev $2.05B, +34% YoY and right at the top of guide. Non-GAAP GM 40.2%, up from 39.6% last quarter. EPS $1.74 vs $1.58 est. Q1 guide $2.2B-$2.4B rev, midpoint $2.3B, so another ~12% QoQ step up. Q1 GM guide 39.5%-41.5%. Data center + comms now 79% of