Coherent vs Lenovo
Coherent is larger by market cap ($64.3B vs $45.9B). Lenovo reports higher tracked revenue ($83.1B vs $5.8B). Coherent's primary segment is Photonics & Optics; Lenovo's is Systems & ODM (AI servers).
Shared segment: Distribution & Misc.
Side-by-side
| Coherent | Lenovo | |
|---|---|---|
| Market cap | $64.3B | $45.9B |
| Revenue | $5.8B (FY2025) | $83.1B (FY2026) |
| Primary segment | Photonics & Optics | Systems & ODM (AI servers) |
| Market position | major | major |
| Country | United States | Hong Kong |
| Tracked suppliers | 3 | 10 |
| Tracked customers | 23 | 5 |
| Chokepoint / criticality | 68/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Coherent and Lenovo compare
- Size: Coherent is the larger company by market cap.
- Revenue: Lenovo reports higher tracked revenue.
- Supply-chain criticality: Coherent has the higher chokepoint score (68/100 vs 8/100).
- Footprint: Coherent (United States) vs Lenovo (Hong Kong).