### @COHR — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
Yeah. Thanks. March quarter record $1.8 billion – up 7% sequentially, 21% year-over-year, 27% pro forma. Datacenter and comms $1.35 billion, 75% of revenue, up more than 40% year-over-year. Non-GAAP gross margin 39.6%, up 57 bps sequentially, 105 year-over-year. Repaid $162 million debt, leverage 0.5 times from 1.7 last quarter, 2.1 a year ago. CapEx $290 million versus $154 million. Backlog record, orders into 2028. June guide $1.91 to $2.05 billion, gross margin 39 to 41%. Capacity to whatever drives the most margin dollars, right?
- tier: Confirmed (✓)
- source: COHR / The record quarter, and the leverage marched down
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cohr-src-cohr-q3-record-quarter-ingest
- posted: 2026-07-14T21:50:42.810Z