SAXONBURG, Pa., Oct. 31, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, today announced that it has entered into a definitive agreement to sell its product division that makes and sells tools for materials processing to Bystronic, an international leader in sheet metal processing technology and innovation. Proceeds will be used to reduce debt, which will be immediately accretive to Coherent’s EPS. Based near Munich, Germany, Coherent’ ...

Key Takeaways Coherent will report 1Q26 results on Nov. 5 after market close.Networking revenues are expected to rise 19.2% y/y on AI and cloud infrastructure demand.EPS is projected at $1.04, suggesting 40.5% y/y growth, supported by margin gains in the Networking segment.Coherent Corp. (COHR) will release first-quarter fiscal 2026 results on Nov. 5, after market close.COHR has an impressive earnings surprise history. In the four trailing quarters, it surpassed the Zacks Consensus Estimate, with an average ...

Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their YTD rally in the third quarter, with the Russell 3000 Index surging 8%. At the same time, the portfolio underperformed the Russell 3000 Index, returning 4.98%. To get an idea of the fund’s best choices for 2025, check out its top 5 positions. In its third-quarter 2025 investor letter, Diamond Hill Select Fund highlighted ...

Coherent Corp. announces the launch of its next generation polarization-maintaining optical fiber Coherent next generation polarization-maintaining optical fiber, engineered to deliver superior performance and reliability for the high-performance fiber laser market. SAXONBURG, Pa., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announces the launch of its next generation polarization-maintaining optical fiber, engineered to deliver superior performanc ...

I am a 3rd-year student studying finance at University with a strong passion for markets and helping others stay informed. I have been consistently following markets for five years, making it a regular part of my life and developing a deep understanding of various investment strategies. I am industry-agnostic, with a strong focus on identifying and analyzing transformative technologies that have the potential to disrupt traditional markets and drive significant innovation across various sectors. My investme ...

SAXONBURG, Pa., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, will exhibit at Booth 525 during NVIDIA GTC DC 2025, taking place October 28 – 29, 2025, showcasing its latest innovations in co-packaged optics (CPO) and the company’s broad portfolio of CPO-enabling technologies, including lasers, precision optics and detectors, as well as thermal control solutions. Coherent’s debut at NVIDIA GTC DC underscores its commitment to innovation and leadership in advanci ...

SAXONBURG, Pa., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced today that it will release its financial results for the quarter ended September 30, 2025, on Wednesday, November 5, after the New York Stock Exchange closes. The release will be followed by a live audio webcast at 5:00 p.m. ET to discuss the results. The Company invites investors to join the live audio webcast at coherent.com/company/ investor-relations ...

巴克莱银行评级调整核心观点 - 巴克莱银行在财报季前夕将Lumentum、Astera Labs和迈威尔科技的评级从增持下调至持股观望 因这些公司在AI赛道吸引力下降 同时更看好科磊、Coherent和MACOM Technology Solutions的投资价值 [1] 评级下调公司分析 - Lumentum评级下调前三个月股价累计上涨60% 远超同期标普500指数5%的涨幅 风险回报状况相较于同行不再具备明显优势 尽管存在EML产能扩张和光收发器客户带来的潜在上行空间 但在估值门槛抬高后增长催化剂带来的上行空间相对有限 [1] - Astera Labs评级下调源于其UALink产品市场渗透不足 除亚马逊Trainium 3项目外 该产品未在更广泛的以太网、ESUN及SUE-T产品体系中建立显著优势 同时行业正向Ethernet、ESUN及SUE-T方案迁移 UALink面临被边缘化风险 [1] - 迈威尔科技评级调低原因在于其专用集成电路业务表现弱于最初预期 同时数据中心业务面临额外的市场风险 [1] 评级上调公司分析 - 巴克莱将半导体设备领军者科磊的股票评级上调至增持 对过程控制强度提升的长期前景及科磊在行业领先领域的业务布局持乐观态度 随着中国以外市场收入增长门槛相对较低 预计公司未来将迎来强劲增长周期 [2] 行业趋势与背景 - 此次评级调整并非全面看空半导体板块 巴克莱同步表达了对特定半导体设备公司的看好 [2]

行业投资评级与核心观点 - 报告建议继续关注通信行业相关投资机会 [2] - 行业处于低配阶段，算力资本开支保持高增长，通信行业持仓仍有显著向上空间 [2][87] - 2025年AI算力产业链将继续加速发展，叠加推理侧需求持续演进，通信行业相关产业链将继续受益 [2][87] 2025年H1及Q2整体业绩 - 2025年H1通信行业整体营收17850.03亿元，同比增长10.07%；归母净利润1604.32亿元，同比增长11.26%；扣非归母净利润1490.23亿元，同比增长13.04% [1][2][4] - 2025年Q2通信行业整体营收9424.83亿元，同比增长10.91%；归母净利润986.82亿元，同比增长12.33%；扣非归母净利润912.62亿元，同比增长12.94% [2][7] - 2025年H1行业整体毛利率为33.50%，同比实现增长 [11] 分板块业绩表现 - 2025H1营收同比增速前五的板块为：光模块、通信PCB、网络设备商、物联网模组和基站设备射频相关部件 [2][11] - 2025H1归母净利润增速前五的板块为：光模块、通信PCB、网络安全及可视化分析、物联网模组和网络设备商 [2][11] - 光模块及器件板块2025H1毛利率为34.97%，同比提升2.18个百分点；2025Q2毛利率为35.26%，同比提升0.61个百分点 [11][25] - 通信PCB&CLL板块2025H1营收572.49亿元，同比增长37.66%；归母净利润80.58亿元，同比增长80.79%；毛利率24.47%，同比提升2.74个百分点 [31] - 网络设备商板块2025H1营收5071.11亿元，同比增长28.86%；归母净利润191.84亿元，同比增长19.57% [37] - 物联网模组及方案板块2025H1营收202.30亿元，同比增长24.50%；归母净利润11.57亿元，同比增长25.52% [67] 重点公司业绩亮点 - 光模块龙头新易盛2025H1营收同比增长282.64%，归母净利润同比增长355.68%；中际旭创2025H1营收同比增长36.95%，归母净利润同比增长69.40% [25] - 通信PCB龙头沪电股份2025H1营收同比增长56.59%，归母净利润同比增长47.50%；深南电路2025H1营收同比增长25.63%，归母净利润同比增长37.75% [31] - 网络设备商工业富联2025H1营收同比增长35.58%，归母净利润同比增长38.61%；锐捷网络2025H1营收同比增长31.84%，归母净利润同比增长194.00% [37] - 物联网模组厂商移远通信2025H1营收同比增长39.98%，归母净利润同比增长125.03% [68] AI算力产业链投资与展望 - 海外云厂商2025Q2资本开支合计实现950亿美元，同比增长82.96%，环比增长32.05% [17] - Meta将2025年资本开支指引上调至660-720亿美元，计划到2028年至少投资6000亿美元用于AI建设；微软规划2025财年约800亿美元用于AIDC；谷歌上调2025全年资本开支指引至850亿美元 [17] - 博通FY25Q3 AI收入52亿美元，环比增长19%；FY25Q4 AI收入指引62亿美元，环比增长19% [23] - 甲骨文未实现履约义务达到4550亿美元，同比大增359% [22] - 阿里巴巴2026财年第一季度阿里云收入同比增长加速至26%，AI相关收入连续八个季度同比三位数增长 [18]

市场表现与近期事件 - 市场于上周反弹至新高 [1] - 本周重要事件包括OpenAI开发者日 美联储会议纪要和台积电月度销售额公布 [1] 重点关注公司 - 英伟达被称为事实上的AI基础设施公司 [1] - 另一家AI数据中心相关公司为Coherent [1] - 建筑设备供应商United Rentals业务涉及数据中心领域 [1] - 关注名单还包括新加坡游戏与电商公司Sea Ltd 以及Expedia集团 [1]