CO

Coherent Corp. stock research

Sep 30, 2024

FY2025 Q1

Coherent (COHR) Gross Margin — Quarter Ended Sep 30, 2024

Revenue was stable compared to the prior quarter and higher than the same quarter last year. Gross profit and gross margin improved sequentially and year-over-year, as cost of revenue grew less than revenue.

Gross margin takeaway

Quarter ended Sep 30, 2024 · FY2025 Q1

Revenue was stable compared to the prior quarter and higher than the same quarter last year. Gross profit and gross margin improved sequentially and year-over-year, as cost of revenue grew less than revenue.

  • Gross margin strengthened sequentially and year-over-year, driven by gross profit increasing faster than revenue relative to cost of revenue.
  • Compared to the prior quarter, gross margin improved while revenue was stable. Compared to the same quarter last year, gross margin improved significantly alongside higher revenue.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

34.1%

Gross profit

$460.1M

Revenue

$1.3B

Cost of revenue

$888.0M

Quarter-over-quarter change

+1.3 pts

Year-over-year change

+5.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2023$1.1B$350.6M$780.8M31.0%
Mar 31, 2024$1.2B$366.5M$842.3M30.3%
Jun 30, 2024$1.3B$431.9M$882.4M32.9%
Sep 30, 2024$1.3B$460.1M$888.0M34.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2024

+1.3 pts

Year-over-year change

Sep 30, 2023

+5.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross margin strengthened sequentially and year-over-year, driven by gross profit increasing faster than revenue relative to cost of revenue.

Compared to the prior quarter, gross margin improved while revenue was stable. Compared to the same quarter last year, gross margin improved significantly alongside higher revenue.

Monitor the trend in cost of revenue relative to revenue, as its slower growth supported margin expansion.

COHR Gross Margin — Quarter Ended Sep 30, 2024