SAXONBURG, Pa., Sept. 26, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, announces the industry’s first QSFP28 Dual Laser 100G ZR solution that enables broadband providers to efficiently maximize capacity on existing fiber infrastructure. The Coherent 100G ZR QSFP-DCO is the industry’s first dual laser QSFP28 digital coherent optics (DCO) module for single fiber, bi-directional applications – a breakthrough for network operators in access and aggregation networks. “Tradi ...

技术升级核心 - 公司宣布对其Multi-Rail技术平台进行重大升级，旨在为下一代光传输网络提供更高效率、规模和速度 [1] - 平台核心为新型动态增益均衡器，可在单一紧凑模块中结合C和L波段，使传输带宽翻倍，同时占地面积减少20% [2] - 公司同时升级了其光通道监控技术，将扫描时间缩短一半，并支持每个模块多达32个监控点 [3] 性能提升与客户价值 - 技术升级使超大规模运营商能够在无需增加同等机架、电力或冷却的情况下扩展容量 [2] - 更快的配置和更高的可见度为运营商提供了更高效扩展网络的敏捷性 [3] - 公司正与领先的网络设备制造商合作，将这些进步集成到传输系统中，预计在2026年末提供样品 [4] 行业背景与公司定位 - 光通信需求加速，公司持续推动规模和效率的边界 [4] - 公司通过结合其在半导体和波长管理方面的专业知识，利用其在先进InP和GaAs半导体制造以及LCoS波长选择开关和动态均衡器方面的独特技术平台，为带宽和功率效率设定新基准 [4] - 公司是光子学领域的全球领导者，数据中心、通信和工业市场的行业领导者依赖其技术推动创新和增长 [6]

Low-noise 400 mw CW lasers Coherent samples low-noise 400 mw CW lasers for co-packaged optics and silicon photonics SAXONBURG, Pa., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced the sampling of its latest high-power 400 mW continuous-wave (CW) lasers, designed to meet the demanding requirements of next-generation co-packaged optics (CPO) and silicon photonics applications. Delivering stable output power above 400 mW at 55°C, with spectral ...

Coherent next-generation 2D VCSEL and photodiode (PD) arrays Coherent announced a breakthrough in short-reach optical interconnect technology with the demonstration of its next-generation 2D VCSEL and photodiode (PD) arrays. SAXONBURG, Pa., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced a breakthrough in short-reach optical interconnect technology with the demonstration of its next-generation 2D VCSEL and photodiode (PD) arrays. Best suited ...

Coherent Next-Gen 2d Glass Molded Lens Array Coherent announced the development of a high-precision molded 2D lens array leveraging its state-of-the-art glass molding platform SAXONBURG, Pa., Sept. 18, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced the development of a high-precision molded 2D lens array leveraging its state-of-the-art glass molding platform. This breakthrough enables wafer-level manufacturing that expands the optical channels bandwid ...

财务表现 - 公司6月季度收入同比增长16.4% 主要受AI相关数据中心收发器业务推动[1] - 非GAAP毛利率达38.1% 较去年同期提升290个基点[3] - 过去12个月EBITDA利润率为24% 显著高于行业平均的14.9%[7] 研发与创新 - 800G收发器成为主要增长动力 支持AI工作负载需求[1] - 研发费用占销售额比例为10% 高于行业平均的7.2%但低于竞争对手Lumentum的18.5%和IPG Photonics的11.8%[4] - 已推出1.6T收发器产品并在2025财年第四季度实现首次收入[2] 运营效率 - 尽管研发投入比例较低 但EBITDA利润率显著高于竞争对手(Lumentum 1.5% IPG Photonics 9.6%)[7] - 研发过程形成累积优势 创新产生高利润率产品 利润可再投资研发构建竞争壁垒[10] 股价与估值 - 过去6个月股价上涨48.2% 超越行业43.7%的涨幅和标普500指数18.2%的涨幅[11] - 远期市盈率21.17倍 低于行业平均的29倍[14] - 2026和2027财年盈利预期在过去60天内分别上调2.7%和6%[17]

WaveAnalyzer 200B and WaveShaper 500B/X WaveAnalyzer 200B Portable Optical Spectrum Analyzer and the WaveShaper 500B/X Programmable Optical Filter SAXONBURG, Pa., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today introduced two powerful new instruments designed to make testing advanced optical networks faster, easier, and more precise: the WaveAnalyzer 200B Portable Optical Spectrum Analyzer and the WaveShaper 500B/X Programmable Optical Filter. The Wav ...

We came across a bullish thesis on Coherent Corp. on Mispriced Assets’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on COHR. Coherent Corp.'s share was trading at $103.49 as of September 10th. COHR’s trailing P/E were 30.96 according to Yahoo Finance. above, artisan, equipment, factory, industry, man, metal, metalworker, metalworking, profession, trade, welder, welding, working, workshop Photology1971/Shutterstock.com Coherent (NYSE: COHR) is emerging as a compelling lo ...

Next-generation meta-wire based wire grid polarizer (WGP) Coherent announced the successful demonstration of a next-generation meta-wire based wire grid polarizer (WGP) designed for integration into optical isolators for high-speed datacom transceivers. SAXONBURG, Pa., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced the successful demonstration of a next-generation meta-wire based wire grid polarizer (WGP) designed for integration into optica ...

产品发布 - 公司推出新一代激光焊接处理头WELD1D+ 具备集成应用编程接口控制功能 [1] - 产品将在德国埃森举行的全球领先焊接切割技术贸易展Schweissen & Schneiden上亮相 [1] 技术优势 - WELD1D+实现制造效率的阶跃式提升 支持焊接过程中光束参数的实时调整 [3] - 产品支持高达10 kW的激光功率 为电动汽车和电池制造等关键市场提供灵活性 [3] - 软件驱动的过程控制使客户获得更高吞吐量 减少停机时间并提高良率 [3] - 通过软件控制适应性 显著扩展单个处理头可处理的应用范围 [2] 市场定位 - 产品满足汽车 电动汽车 消费电子和重工业制造市场对高生产率焊接解决方案加速增长的需求 [2] - 产品与公司全系列光纤激光器产品无缝集成 包括全新EDGE和AIM系列以及高性能ARM环形模式激光器 [3] - 通过降低真实总拥有成本 帮助客户应对当前制造环境的成本和效率挑战 [2][3] 战略意义 - 产品强化公司在激光创新前沿的市场地位 [2] - 体现公司开发差异化高价值技术的能力 与先进制造业的长期增长驱动因素保持一致 [4] - 结合灵活性与可扩展性 使客户保持竞争力 加速创新并满足快速变化的市场需求 [4]