Coherent vs Littelfuse
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KIRA’s take AI analyst
I put Coherent and Littelfuse side by side, using each one’s latest annual report. Here is what stands out:
- Coherent is the larger business, with $7.1B of revenue in fiscal 2026 against $2.4B for Littelfuse, about 3.0 times as much.
- Coherent grew revenue faster (22.5%, against 8.9%).
- Littelfuse turned more of its sales into free cash flow (15.3% FCF margin, against −14.4%).
- Coherent earned a higher return on the capital invested in it (9.1%, against 0.7%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Coherent
COHR
7/10
Revenue growth5-year growthNet marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Littelfuse
LFUS
3/10
Gross marginFCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | COHR FY26 | LFUS FY25 |
|---|---|---|
| Size | ||
| Market cap | $43.3B | $9.2B |
| Revenue | $7.1B | $2.4B |
| Free cash flow | −$1.0B | $366M |
| Net income | $805M | −$71.7M |
| Growth | ||
| Revenue growth | 22.5% | 8.9% |
| 5-year growth | 18.0% | 10.5% |
| Share count change | 26.3% | −0.9% |
| Profitability | ||
| Gross margin | 37.5% | 38.0% |
| Operating margin | — | 1.6% |
| Net margin | 11.3% | −3.0% |
| FCF margin | −14.4% | 15.3% |
| Return on capital | 9.1% | 0.7% |
| Return on equity | 9.7% | −3.0% |
| Balance sheet | ||
| Net debt | $1.2B | $239M |
| Net debt / EBITDA | 0.8x | 1.4x |
| Dividends and buybacks | $11.4M | $99.6M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.