Coherent 과거 순이익 실적
과거 기준 점검 1/6
Coherent의 수입은 연평균 -16.6%의 비율로 감소해 온 반면, Electronic 산업은 수입이 연평균 3.8% 증가했습니다. 매출은 연평균 15.1%의 비율로 증가해 왔습니다. Coherent의 자기자본이익률은 4.1%이고 순이익률은 6.1%입니다.
핵심 정보
-16.56%
순이익 성장률
-24.95%
주당순이익(EPS) 성장률
| Electronic 산업 성장률 | 15.34% |
| 매출 성장률 | 15.09% |
| 자기자본이익률 | 4.11% |
| 순이익률 | 6.07% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
분석 기사 • May 14
Coherent's (NYSE:COHR) Solid Profits Have Weak Fundamentals
Coherent Corp.'s ( NYSE:COHR ) stock was strong after they recently reported robust earnings. We did some analysis and...분석 기사 • Nov 12
Coherent's (NYSE:COHR) Strong Earnings Are Of Good Quality
Coherent Corp. ( NYSE:COHR ) recently posted some strong earnings, and the market responded positively. We have done...Recent updates
Seeking Alpha • May 19
Why Coherent's Rally May Continue Higher
Summary Coherent Corp.'s Q3 FY2026 revenue rose 21% YoY to $1.81B while EPS surged 55% as margins expanded toward 39.6%. COHR management expects FY2027 growth exceeding FY2026 despite consensus already projecting revenue growth from $7.05B to $9.45B. Coherent plans for 4x indium phosphide capacity expansion through 2027, materially improving optical supply availability and production economics. Nvidia's $2B investment, accelerating 1.6T demand, and expanding CPO and OCS opportunities support long-term infrastructure positioning. Read the full article on Seeking Alpha분석 기사 • May 14
Coherent's (NYSE:COHR) Solid Profits Have Weak Fundamentals
Coherent Corp.'s ( NYSE:COHR ) stock was strong after they recently reported robust earnings. We did some analysis and...
내러티브 업데이트 • May 10
COHR: AI Data Center Optics And Nvidia Capacity Deal Will Drive Future Upside
Coherent’s analyst price target has been updated from $313.50 to about $371, with analysts citing higher modeled revenue growth tied to AI driven optical demand and recent target hikes from several major research firms. Analyst Commentary Street research on Coherent has become more active, with multiple firms lifting price targets and initiating coverage around the AI driven optical theme.내러티브 업데이트 • Apr 24
COHR: AI Data Center Optics And Nvidia Deal Will Shape Future Risk Balance
Analysts have raised the average price target for Coherent from $284.25 to $313.50, citing stronger expectations around AI infrastructure demand, co-packaged optics opportunities, and the company’s hybrid manufacturing model. Analyst Commentary Recent research on Coherent reflects a strongly constructive stance from several large firms, with a cluster of higher price targets and fresh coverage tied to AI infrastructure and optical networking themes.내러티브 업데이트 • Apr 09
COHR: AI Optics Demand And Nvidia Partnership Will Shape Future Risk Balance
Analysts have nudged the price target for Coherent higher by $40, citing stronger perceived earnings power tied to rising AI data center optical demand and capacity commitments from major customers. The model now reflects a slightly higher discount rate and future P/E, while keeping fair value unchanged at $284.25.내러티브 업데이트 • Mar 25
COHR: Nvidia Optics Partnership And AI Demand Will Shape Future Risk Balance
Analysts have raised the fair value estimate for Coherent by about $11 to $284.25, citing higher assumed revenue growth, a richer future P/E multiple tied to expectations for stronger AI-driven optical demand, and recent price target increases across major research desks. Analyst Commentary Recent Street research around Coherent clusters around a stronger AI infrastructure story, larger optical market assumptions, and a series of higher price targets that feed directly into richer valuation frameworks.내러티브 업데이트 • Mar 10
COHR: Nvidia Optics Deal And AI Demand Will Shape Balanced Risk Outlook
The analyst price target for Coherent has been raised by about $19 to reflect updated earnings power expectations tied to Nvidia's planned $2b capacity investments and long term optical demand views from multiple firms. Analyst Commentary Recent research on Coherent clusters around rising expectations for optical demand tied to AI data centers and Nvidia's planned US$2b capacity investment.
새로운 내러티브 • Mar 07
Coherent Corp. (COHR): The Silicon Photonics Powerhouse – Joining the S&P 500 Benchmark in 2026.
Coherent Corp. (COHR) has reached a historic valuation milestone, trading at $248.89 as of the March 6, 2026, market close, following the announcement that it will join the S&P 500 on March 23.내러티브 업데이트 • Feb 24
COHR: AI Optical Demand And Product Pipeline Will Shape Balanced Risk Outlook
Analysts have lifted their price target framework for Coherent to about $254, up from roughly $246, citing a larger expected optical total addressable market tied to AI data center investment and new network technologies. Analyst Commentary Recent Street research around Coherent has centered on how quickly its optical opportunities tied to AI data centers and new network technologies are being reflected in valuation frameworks.내러티브 업데이트 • Feb 09
COHR: AI And Cloud Capex Exposure Will Shape Balanced Execution Risk Outlook
Analysts have lifted their fair value estimate for Coherent from $192.95 to $245.89, reflecting updated views on revenue growth, profitability and appropriate future P/E multiples, following a string of recent price target increases across major firms. Analyst Commentary Street research on Coherent has been active, with a series of price target changes and one major firm adding the stock to a positive watch list.내러티브 업데이트 • Jan 25
COHR: AI And Cloud Capex Exposure Will Shape Fairly Valued Outlook
Analysts have lifted their price target on Coherent to about $193 from roughly $178, citing updated expectations around revenue growth, future P/E, and the company's positioning in AI and cloud related capex. Analyst Commentary Recent Street research around Coherent clusters around one core theme: how well the company can turn its AI and cloud exposure into sustained earnings power while executing on capacity and product ramps.내러티브 업데이트 • Jan 10
COHR: AI Cloud Capex And Auto Exposure Will Shape Fairly Valued Outlook
Narrative Update Analysts have lifted their price expectations for Coherent into a roughly $140 to $190 range, citing the recent Q1 earnings beat, above-consensus Q2 outlook, and growing exposure to AI and cloud capex as key supports for the higher targets. Analyst Commentary Recent research on Coherent has been broadly constructive, with several bullish analysts lifting their price targets into a higher range and pointing to both company specific drivers and sector level trends to justify the moves.내러티브 업데이트 • Dec 25
COHR: AI Optical Demand Will Drive Capacity Utilization Amid Auto And China Headwinds
The analyst price target for Coherent has been nudged higher, with our fair value estimate rising about 2 percent to approximately $178 per share as analysts factor in the recent wave of target increases tied to stronger than expected earnings, AI driven optical demand, and improving confidence in the company’s capacity expansion. Analyst Commentary Bullish analysts are largely aligned that Coherent is entering a period of stronger execution, with price targets moving higher as earnings outpace expectations and guidance points to sustained demand from AI and cloud customers.분석 기사 • Dec 22
Coherent Corp.'s (NYSE:COHR) Shares Climb 33% But Its Business Is Yet to Catch Up
Coherent Corp. ( NYSE:COHR ) shares have continued their recent momentum with a 33% gain in the last month alone. The...내러티브 업데이트 • Dec 11
COHR: AI And Cloud Spending Will Mask Auto And China Risks
Analysts have modestly raised their price target on Coherent, lifting fair value by about $6 to approximately $175 per share, citing the company's recent earnings beat, strengthened AI and cloud capex positioning, and an improving growth outlook reflected in higher projected revenue growth and future valuation multiples. Analyst Commentary Bullish analysts remain constructive on Coherent's positioning, pointing to a series of price target increases that reflect greater confidence in the company’s execution, visibility on demand, and leverage to AI and cloud infrastructure spending.내러티브 업데이트 • Nov 27
COHR: AI And Cloud Demand Will Support Progress Despite Sector Headwinds
The analyst fair value estimate for Coherent was raised from $161.37 to $168.74 per share. Analysts cited stronger expected revenue growth, improved profit margins, and optimism around the company's delivery on AI and cloud infrastructure demand.분석 기사 • Nov 12
Coherent's (NYSE:COHR) Strong Earnings Are Of Good Quality
Coherent Corp. ( NYSE:COHR ) recently posted some strong earnings, and the market responded positively. We have done...내러티브 업데이트 • Nov 10
COHR: AI And Cloud Expansion Will Drive Balanced Opportunity Amid Volatility
The analyst fair value estimate for Coherent has increased significantly, rising from approximately $121 to $161 per share. Analysts cite the company's strong earnings, improved growth outlook, and expanding role in AI and cloud infrastructure demand as factors behind this increase.분석 기사 • Nov 08
Coherent Corp. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Coherent Corp. ( NYSE:COHR ) just released its first-quarter report and things are looking bullish. It was overall a...분석 기사 • Nov 07
What Coherent Corp.'s (NYSE:COHR) 40% Share Price Gain Is Not Telling You
Coherent Corp. ( NYSE:COHR ) shareholders have had their patience rewarded with a 40% share price jump in the last...내러티브 업데이트 • Oct 25
AI Demand And Next-Gen Manufacturing Will Drive Broader Industry Performance Ahead
The analyst price target for Coherent has been raised from $115 to approximately $120.63, as analysts cite continued optimism around market demand and recent outperforming results across the high-speed optical connectivity space. Analyst Commentary Recent revisions in Coherent's price targets reflect both growing enthusiasm for the company's momentum in high-speed optical connectivity and measured caution regarding potential headwinds.내러티브 업데이트 • Oct 10
AI Data Centers And Texas Manufacturing Will Strengthen Future Fundamentals
Coherent's analyst price target has risen from $113.37 to $115.00 per share. Analysts cite ongoing market share gains and strengthening demand in optical and AI-driven networking equipment as key factors for the upward revision.분석 기사 • Sep 20
Coherent Corp.'s (NYSE:COHR) 26% Share Price Surge Not Quite Adding Up
Coherent Corp. ( NYSE:COHR ) shares have continued their recent momentum with a 26% gain in the last month alone. The...내러티브 업데이트 • Aug 15
AI Data Centers And Texas Manufacturing Will Strengthen Future Fundamentals
Coherent’s price target was maintained as analysts balanced near-term concerns over modest results and elevated expectations with optimism on ongoing market share gains in high-speed optical markets and supportive long-term demand trends, leaving the consensus fair value unchanged at $111.44. Analyst Commentary Bullish analysts cite slightly better than expected Q4 results, with Coherent trading at a significant discount to peers and suggesting opportunity on post-earnings weakness.분석 기사 • Jul 23
These 4 Measures Indicate That Coherent (NYSE:COHR) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Coherent가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 6,602 | 401 | 985 | 659 |
| 31 Dec 25 | 6,294 | 192 | 987 | 624 |
| 30 Sep 25 | 6,043 | 118 | 950 | 602 |
| 30 Jun 25 | 5,810 | -81 | 926 | 579 |
| 31 Mar 25 | 5,595 | -32 | 885 | 553 |
| 31 Dec 24 | 5,306 | -59 | 883 | 530 |
| 30 Sep 24 | 5,003 | -188 | 871 | 497 |
| 30 Jun 24 | 4,708 | -280 | 854 | 479 |
| 31 Mar 24 | 4,598 | -415 | 813 | 475 |
| 31 Dec 23 | 4,630 | -404 | 777 | 474 |
| 30 Sep 23 | 4,869 | -427 | 842 | 492 |
| 30 Jun 23 | 5,160 | -404 | 1,005 | 500 |
| 31 Mar 23 | 4,842 | -162 | 839 | 472 |
| 31 Dec 22 | 4,430 | -97 | 788 | 443 |
| 30 Sep 22 | 3,866 | 35 | 632 | 409 |
| 30 Jun 22 | 3,317 | 167 | 474 | 377 |
| 31 Mar 22 | 3,238 | 206 | 475 | 365 |
| 31 Dec 21 | 3,193 | 248 | 482 | 351 |
| 30 Sep 21 | 3,173 | 278 | 463 | 341 |
| 30 Jun 21 | 3,106 | 260 | 445 | 330 |
| 31 Mar 21 | 3,044 | 246 | 529 | 347 |
| 31 Dec 20 | 2,888 | 178 | 460 | 358 |
| 30 Sep 20 | 2,768 | -1 | 481 | 381 |
| 30 Jun 20 | 2,380 | -67 | 413 | 339 |
| 31 Mar 20 | 1,997 | -90 | 286 | 275 |
| 31 Dec 19 | 1,712 | -72 | 291 | 216 |
| 28 Sep 19 | 1,388 | 55 | 230 | 142 |
| 30 Jun 19 | 1,362 | 108 | 234 | 139 |
| 31 Mar 19 | 1,321 | 107 | 223 | 136 |
| 31 Dec 18 | 1,273 | 112 | 217 | 130 |
| 30 Sep 18 | 1,212 | 93 | 208 | 124 |
| 30 Jun 18 | 1,159 | 88 | 209 | 117 |
| 31 Mar 18 | 1,111 | 93 | 198 | 110 |
| 31 Dec 17 | 1,062 | 86 | 188 | 105 |
| 30 Sep 17 | 1,012 | 100 | 182 | 101 |
| 30 Jun 17 | 972 | 95 | 174 | 97 |
| 31 Mar 17 | 940 | 77 | 168 | 91 |
| 31 Dec 16 | 900 | 69 | 161 | 81 |
| 30 Sep 16 | 860 | 65 | 155 | 69 |
| 30 Jun 16 | 827 | 65 | 161 | 60 |
| 31 Mar 16 | 782 | 68 | 144 | 53 |
| 31 Dec 15 | 760 | 68 | 142 | 51 |
| 30 Sep 15 | 745 | 71 | 139 | 51 |
| 30 Jun 15 | 742 | 66 | 144 | 51 |
양질의 수익: COHR는 $147.6M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: COHR는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: COHR의 수익은 지난 5년 동안 연평균 16.6% 감소했습니다.
성장 가속화: COHR는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: COHR는 지난해 흑자전환하여 지난 해 수익 성장률을 Electronic 업계(13.4%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: COHR의 자본 수익률(4.1%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 11:13 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Coherent Corp.는 35명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Thomas O'Malley | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Karl Ackerman | BNP Paribas |