Coherent Corp vs Vertiv Holdings
Side-by-side comparison of AI visibility scores, market position, and capabilities
Coherent Corp (COHR) reported $5.2B revenue in FY2024, up 3% YoY. Leader in optical components and fiber optics for AI data centers and telecom. HQ: Saxonburg, PA. Market cap ~$15B.
About
Coherent Corp. is a global leader in compound semiconductors, optical components, lasers, and photonic products for data center interconnects, telecom networks, industrial applications, and consumer electronics, headquartered in Saxonburg, Pennsylvania. Formed through the 2022 merger of II-VI Incorporated and Coherent Corp (formerly JDSU/Viavi optical assets), the combined company reported revenues of $5.2B in fiscal year 2024 (ending June 2024), with data center networking emerging as the primary growth driver.
Vertiv Holdings (VRT) reported $7.9B revenue in FY2024, up 20% YoY. #1 data center power and cooling infrastructure provider. Key AI infrastructure play. HQ: Columbus, OH. Market cap ~$35B.
About
Vertiv Holdings Co. is a global provider of critical digital infrastructure and continuity solutions, headquartered in Columbus, Ohio. The company designs, manufactures, and services power, cooling, and IT infrastructure for data centers, communication networks, and commercial and industrial environments. Formerly a GE Capital and Emerson Electric portfolio company, Vertiv went public via SPAC in 2020. It reported revenues of $7.9B in FY2024, up 20% year-over-year, driven by explosive growth in AI-related data center buildout.
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