Coherent (COHR) Q1 FY26 earnings call

Coherent delivered strong Q1 FY26 results, driven by exceptional demand in its Datacenter & Communications segment, particularly for optical networking products in AI data centers. The company is aggressively expanding indium phosphide and transceiver module capacity to meet this demand, while also streamlining its portfolio through divestitures and footprint optimization. Management expects continued strong sequential growth throughout the fiscal year.