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

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Key Takeaways

  • Coherent will post Q4 fiscal 2025 results on Aug. 13, after market close.
  • Networking revenues are projected to rise 21.9% on AI data center demand.
  • The Lasers segment is seen growing 3% on excimer annealing and semi-cap strength.

Coherent Corp. (COHR - Free Report) is scheduled to release fourth-quarter fiscal 2025 results on Aug. 13, after market close.

The company surpassed the Zacks Consensus Estimate in the four trailing quarters. It delivered an earnings surprise of 15.2%, on average.

Coherent Corp. Price and EPS Surprise

 

Coherent Corp. Price and EPS Surprise

Coherent Corp. price-eps-surprise | Coherent Corp. Quote

Coherent’s Q4 Expectations

The Zacks Consensus Estimate for revenues is set at $1.5 billion, implying 15.2% growth from the year-ago quarter’s actual.

The consensus mark for the Networking segment is set at $930.2 million, indicating a 21.9% year-over-year increase. Strong demand for the AI data center market is likely to have fueled this segment’s growth.

The Zacks Consensus Estimate for the Materials segment is kept at $231.2 million, suggesting a year-over-year fall of 2.6%. Continued softness in the consumer electronics end market is anticipated to have affected this segment.

For Lasers, the consensus mark is pegged at $358.4 million, rising 3% from the year-ago quarter’s actual. We expect increasing demand for COHR’s excimer annealing lasers to have aided this segment’s growth. Continued strength in the semi-cap equipment market is likely to have contributed to this segment’s improvement.

The consensus estimate for the bottom line is pegged at 93 cents per share, implying 52.5% year-over-year growth.

What Our Model Says About COHR

Our model predicts an earnings beat for Coherent this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

COHR has an Earnings ESP of +8.32% and flaunts a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Other Stocks That Warrant a Look

Here are a few other stocks from the broader Business Services sector, which, according to our model, also have the right combination of elements to beat on earnings this season.

Bitfarms (BITF - Free Report) : The Zacks Consensus Estimate for second-quarter 2025 revenues is pegged at $81.7 million, indicating a 96.6% from the year-ago quarter’s actual. The consensus estimate for loss is pegged at a penny per share, whereas it incurred a loss of 7 cents in the year-ago quarter. BITF surpassed the consensus estimate in the past four quarters, with an average beat of 59.1%.

BITF has an Earnings ESP of +25.00% and a Zacks Rank of 2. It is scheduled to declare second-quarter 2025 results on Aug. 12.

Stantec (STN - Free Report) : The Zacks Consensus Estimate for second-quarter 2025 revenues is pegged at $1.2 billion, indicating growth of 8.4% from the year-ago quarter’s actual. For earnings, the consensus mark is pegged at 98 cents per share, suggesting 19.5% growth from the year-ago quarter’s reported number. COHR surpassed the consensus estimate in the past four quarters, with an average beat of 6%.

STN has an Earnings ESP of +0.82% and flaunts a Zacks Rank of 2 at present. It is scheduled to declare second-quarter 2025 results on Aug. 13.


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