Coherent (COHR) Q2 FY26 earnings call

Coherent Corp. delivered strong Q2 FY26 results, driven by exceptional demand from AI build-out in its Datacenter & Communications segment. The company is rapidly expanding its 6-inch indium phosphide production capacity and transceiver assembly to meet robust customer orders, which are extending further into future periods. Management anticipates sustained strong revenue growth and meaningful operating leverage in the coming quarters, with fiscal '27 growth expected to exceed fiscal '26.