Coherent Corp. (COHR) Competitors & Peers
The 5 largest companies in the same industry as Coherent Corp., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| KEYS | Peer | $272.13 | P/E 36.8RSI 32Cap 46.7 B |
| GRMN | Peer | $285.57 | P/E 27.4RSI 52Cap 55.0 B |
| TDY | Peer | $618.60 | P/E 28.3RSI 46Cap 28.7 B |
| MKSI | Peer | $192.27 | P/E 22.8RSI 38Cap 13.0 B |
| FTV | Peer | $65.37 | P/E 31.0RSI 65Cap 19.5 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- WOLFCompetitor
Coherent (formerly II-VI) is one of Wolfspeed's main competitors in the merchant sales of raw and epitaxial Silicon Carbide (SiC) substrates.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- NVDASupplier
NVIDIA $2B equity investment in Coherent + multi-year purchase commitment.
Model-inferred, unverified — treat as a lead, not evidence - NVDASupplier
Coherent supplies advanced lasers and 800G/1.6T optical networking products under multi-year multibillion-dollar NVIDIA purchase commitment; NVIDIA invested $2B in Coherent (Mar 2026).
Model-inferred, unverified — treat as a lead, not evidence - AXTICustomer
Coherent integrates AXT's InP substrate wafers into its high-speed laser and optical transceiver systems for AI data centers.
Model-inferred, unverified — treat as a lead, not evidence - FNSupplier
Fabrinet manufactures optical modules for Coherent.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Coherent optical transceivers in Google data centers.
Model-inferred, unverified — treat as a lead, not evidence - GOOGSupplier
Coherent supplies optical transceivers for Google data centers.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Google is a major customer for Coherent 800G/1.6T optical transceivers in data-center fabric.
Model-inferred, unverified — treat as a lead, not evidence - ANETSupplier
Coherent supplies pluggable optics for Arista 800G AI fabric switches.
Model-inferred, unverified — treat as a lead, not evidence - METASupplier
Meta is a major customer for Coherent optical transceivers in AI data-center infrastructure.
Model-inferred, unverified — treat as a lead, not evidence - ONTOSupplier
Coherent supplies precision lasers and specialized optical modules integrated into Onto's metrology systems.
Model-inferred, unverified — treat as a lead, not evidence - CIENSupplier
Coherent supplies pluggable optics and coherent components into Ciena WaveLogic transport platforms.
Model-inferred, unverified — treat as a lead, not evidence