Coherent Corp. COHR

Revenue Intelligence Report • 62 quarters of SEC filing data • Updated 2026-03-15

Coherent Corp. has a forecasted full-year revenue of $6.9B, a +10.6% year-over-year change, based on 62 quarters of SEC filing data. Key revenue drivers include R&D ($6.22 per $1) and SG&A ($6.44 per $1). The ARDL model achieves strong accuracy at 4.2% MAPE.

Investment Thesis

The econometric model achieves strong accuracy (4.2% MAPE), suggesting Coherent Corp.'s revenue trajectory is well-characterized by its spending patterns. Every $1 of R&D investment is associated with $6.22 of revenue, indicating efficient capital deployment in innovation. Each $1 of SG&A spending generates $6.44 in revenue, reflecting strong commercial efficiency.

Next FY Revenue
$6.86B
+10.6% YoY
R&D Multiplier
$6.22 per $1
SG&A Multiplier
$6.44 per $1
Model Accuracy
4.2% MAPE
Holdout validation: The model predicted $1.6B vs the actual $1.7B — an error of 4.8%.

Revenue Forecast

COHR Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $1.6B $1.7B $1.6B – $1.6B +19.0% ✗ Outside range
Q2 2026 $1.6B $1.6B – $1.7B +14.3%
Q3 2026 $1.7B $1.6B – $1.8B +12.2%
Q4 2026 $1.7B $1.7B – $1.8B +10.4%
Q1 2027 $1.8B $1.7B – $1.9B +6.3%

How Spending Drives Revenue

COHR Spending Timing
Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

Want this analysis for your portfolio?

I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.

Get in Touch