Every 8-K that Coherent Corp. (COHR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow COHR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full COHR filings page.
Coherent Corp. (COHR) approved special, one-time performance stock unit (PSU) awards for key executives, including CEO James R. Anderson, with a target value of $50 million, and other leaders with targets of $15 million or $5 million. These awards are entirely performance-based, tied to ambitious stock-price and relative total shareholder return outcomes over a four-year performance period starting August 27, 2026.
PSUs can be earned only if specified stock price hurdles, measured as a 60‑day average, are met while Coherent’s total shareholder return exceeds the 50th percentile of the S&P Composite 1500 – Electronic Equipment, Instruments & Components Index. Payouts range from 50% to 200% of target based on achieving stock price levels aligned with 10%–25% compound annual stock price growth rates
Termination and change‑in‑control provisions are designed to keep the performance link: unearned PSUs are generally forfeited, while PSUs tied to already-achieved milestones may vest later, and change‑in‑control treatment involves converting earned PSUs into time-based awards with double‑trigger acceleration. The company notes that since Mr. Anderson became CEO in June 2024, it has delivered over 300% total shareholder return and record fiscal 2026 revenue.
Coherent Corp. reported strong results for the fourth quarter and full year ended June 30, 2026, driven by its Datacenter & Communications business. Q4 revenue was $2.05 billion, up 33.8% year over year, with GAAP gross margin of 38.5% and GAAP diluted EPS of $1.19 versus a loss a year ago. Non-GAAP gross margin reached 40.2% and non-GAAP diluted EPS was $1.74.
For fiscal 2026, revenue was $7.12 billion, up 22.5%, with GAAP diluted EPS of $4.12 and non-GAAP diluted EPS of $5.61. Datacenter & Communications revenue was $1.62 billion in Q4 and $5.27 billion for the year, while Industrial revenue declined to $430.5 million in Q4 and $1.84 billion for the year. Adjusted EBITDA attributable to Coherent was $524 million in Q4 and $1.82 billion for fiscal 2026.
Operating cash flow for fiscal 2026 was $79.5 million, as the company invested heavily, including $1.10 billion of capital expenditures and $825 million into short-term investments. Coherent highlighted an LOI for up to $50 million in CHIPS Act funding and guided first-quarter fiscal 2027 revenue to $2.2–$2.4 billion with non-GAAP EPS of $1.85–$2.05 and non-GAAP gross margin of 39.5–41.5%.
Coherent Corp. reported strong third-quarter fiscal 2026 results, highlighted by rapid growth in its datacenter and communications business. Revenue for the quarter ended March 31, 2026 was $1.81 billion, up from $1.50 billion a year earlier, with GAAP gross margin of 37.7%.
GAAP diluted earnings per share were $0.97, compared with a loss of $0.11 in the prior-year quarter. On a non-GAAP basis, gross margin was 39.6% and diluted EPS was $1.41, up from $0.91. Datacenter & communications revenue rose to $1.36 billion, while industrial revenue declined to $444 million.
For the fourth quarter of fiscal 2026, Coherent expects revenue between $1.91 billion and $2.05 billion and non-GAAP diluted EPS between $1.52 and $1.72, with an anticipated non-GAAP gross margin of 39.0%–41.0%.
Coherent Corp. reports a planned leadership transition involving one of its senior executives. On April 27, 2026, Giovanni Barbarossa informed the company that he is transitioning from his role as Chief Strategy Officer, effective the same day, and intends to retire in September 2026.
Between the transition date and his retirement, Dr. Barbarossa will continue with the company as a Special Advisor to the Chief Executive Officer. His exact retirement date will be set later, indicating an orderly handover of responsibilities rather than an abrupt departure.
Coherent Corp. entered into a Securities Purchase Agreement with NVIDIA and completed a private placement of 7,788,161 common shares at $256.80 per share, raising $2 billion in cash. The investment is intended to fund research and development, future capacity expansion, and operational capabilities as Coherent grows its U.S.-based manufacturing footprint.
Alongside the equity investment, the companies announced a multi-year, non-exclusive strategic partnership that includes an NVIDIA multi‑billion‑dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products used in next‑generation AI data centers. Coherent cautions that forward‑looking outcomes depend on assumptions and notes risks such as potential amendments or termination of the Purchase Agreement or collaboration, litigation, and broader business and market factors.
Coherent Corp. filed a current report to furnish materials related to its financial results. The company issued a press release, attached as Exhibit 99.1, and an investor slide presentation, attached as Exhibit 99.2, for use by senior management in discussions with investors and others.
The furnished information under Items 2.02 and 7.01, including Exhibits 99.1 and 99.2, is explicitly not deemed “filed” under the Exchange Act and is not incorporated by reference into Securities Act filings.
Coherent Corp. is updating how it reports its business by moving to two operating segments, Datacenter & Communications and Industrial, effective with its 2026 fiscal year starting July 1, 2025. To align past disclosures with this new structure, the company is providing recast historical segment information for earlier periods and incorporating that information by reference into its other SEC filings, including registration statements.
The company has revised portions of its 2025 Form 10-K, including the Business, Management’s Discussion and Analysis, and Financial Statements sections, mainly to update segment and related note disclosures. Coherent states that these changes do not affect its previously reported consolidated financial position, results of operations, or cash flows and do not constitute a restatement of prior financial statements.
Coherent Corp. announced that it has entered into a Waiver Agreement with Bain Capital, the holder of its Series B-1 and Series B-2 Convertible Preferred Stock. Under this agreement, Bain Capital irrevocably and unconditionally waives all rights to receive dividends on any shares of these Series B preferred stocks from the date of the agreement onward, as provided under the existing share terms.
The company notes that Bain Capital, which retains a substantial ownership position in Coherent despite prior sales and charitable distributions, agreed to this waiver as part of a mutually negotiated arrangement. Coherent highlights the waiver as a positive development that it believes strengthens alignment between Bain Capital and common shareholders and reflects support for the company’s strategic priorities.
Coherent Corp. held its Annual Meeting of Shareholders on November 13, 2025, with 163,694,370 votes represented, about 87.62% of votes entitled to be cast. Shareholders elected Enrico DiGirolamo, David L. Motley, Lisa Neal-Graves, Shaker Sadasivam, and Michelle Sterling as Class Two Directors to serve until the 2028 annual meeting or until successors are elected and qualified. As of the September 15, 2025 record date, 156,935,310 common shares plus Series B-1 and B-2 preferred shares were outstanding and entitled to vote on an as-converted basis. Shareholders approved on a non-binding advisory basis the 2025 executive compensation, with 147,235,758 votes for and 5,194,005 against. They also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending June 30, 2026, with 161,561,608 votes for and 1,597,686 against.
Coherent Corp. filed a current report to note that it has released new financial communications for investors. On November 5, 2025, the company issued a press release about its financial results, which is furnished as Exhibit 99.1, and an investor slide presentation for use by senior management in discussions with investors, furnished as Exhibit 99.2.
The company specifies that these materials are being furnished under Items 2.02 and 7.01 and are not considered filed for liability purposes under the Securities Exchange Act or automatically incorporated into other registration statements. The filing is signed by Sherri Luther, the company’s Chief Financial Officer and Treasurer.
Coherent Corp. amended its credit agreements, adding a temporary step-up to a 4.75 to 1.00 interest coverage covenant for the four quarters following any material acquisition while remaining subject to a baseline 2.50 to 1.00 interest coverage covenant. The covenants apply to the revolving facility (including 2025 Revolving Loans) and Term A loans (including 2025 Incremental Term A Loans). Remaining proceeds from the 2025 Incremental Term A Loans were used to pay fees and expenses tied to Amendment No. 4, and will be used for working capital and general corporate purposes. The filing is signed by the company’s Chief Legal and Global Affairs Officer.