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.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| 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
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