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COHR Coherent
Optical · NYSE · 한국어 페이지
Optical transceivers, lasers and materials made in Malaysia, China and Vietnam.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 4, 2026
Our estimate
$2.38B
$2.30B–$2.45B
vs a year ago
+50%
vs consensus
+3.1%
High confidence · within ±5% in 8 of 8 backtested quarters, average error 1.4%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
US imports of Vietnamese network gear (incl. transceivers) · to Aug 2026
+99%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Vietnamese network gear (incl. transceivers) US Census Bureau | Company shipments | B Linked | 0.64 · leads 1Q | Aug 2026 |
US imports of Malaysian network gear (incl. transceivers) US Census Bureau | Production shipments | C Industry context | 0.40 · leads 2Q | Aug 2026 |
US imports of Thai optical gear (incl. transceivers) US Census Bureau | Price benchmark | D Weak link | -0.05 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.