Coherent Corp. filings document the formal disclosures of a Pennsylvania operating company whose common stock trades on the New York Stock Exchange under COHR. Recent Form 8-K reports cover quarterly operating results, Regulation FD investor materials, executive transition matters, shareholder-vote results and capital-structure events.
The filing record also documents securities registered under Section 12(b), a completed private placement of common stock to NVIDIA, Series B convertible preferred stock and a dividend-rights waiver by its holder. These disclosures connect Coherent's photonics operations with governance, ownership, financing and reporting matters, including exhibits furnished with earnings releases and investor presentations.
Coherent Corp.’s major shareholder BCPE Watson (DE) BML has exited its position in the company. The reporting person disclosed that on February 9, 2026, it sold 9,437,238 shares of Coherent common stock in a block trade for an aggregate amount of $2,223,224,528.04.
In connection with settlement of the block trade, it also intends to distribute an aggregate of 338,608 shares of common stock to certain members or partners for planned charitable gifts, for no consideration. Following these transactions, the reporting person reports beneficial ownership of 0 shares, representing 0% of Coherent’s common stock.
BCPE Watson (DE) BML, LP has filed a notice under Rule 144 to sell 9,437,238 shares of common stock, with an aggregate market value of $2,223,224,528, through BofA Securities on the NYSE. Shares outstanding were 187,481,852 as of the notice date; this is a baseline figure, not the amount being sold.
In the past three months, BCPE Watson (DE) BML, LP has already sold 5,000,000 shares for gross proceeds of $947,750,000 and 7,500,000 shares for $1,075,275,000. The new planned sale would continue this large shareholder’s ongoing reduction of its position.
Coherent’s major shareholder BCPE Watson (DE) BML, LP has filed a notice to sell 9,437,238 shares of Coherent common stock. The shares, with an aggregate market value of $2,223,224,528, are to be sold through Goldman Sachs & Co. LLC on the NYSE around 02/09/2026. Coherent had 187,481,852 common shares outstanding. The seller acquired these shares on 12/15/2025 upon conversion of its Series B-2 Convertible Preferred Stock. Over the prior three months, BCPE Watson sold 5,000,000 and 7,500,000 shares for gross proceeds of $947,750,000 and $1,075,275,000, respectively.
FMR LLC reports beneficial ownership of 23,572,803.27 shares of Coherent Corp common stock, representing 15.0% of the class as of 12/31/2025. FMR has sole voting power over 23,220,267.28 shares and sole dispositive power over 23,572,803.27 shares, with no shared voting or dispositive power.
Abigail P. Johnson is also reported as a beneficial owner of the same 23,572,803.27 shares, with sole dispositive power and no voting power. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Coherent Corp.
Coherent Corp. delivered strong quarterly growth, with revenues for the three months ended December 31, 2025 rising 17% to $1,686 million and diluted EPS increasing to $0.76 from $0.44. Growth was driven by a 34% revenue increase in Datacenter & Communications, supported by continued AI datacenter demand and higher telecom shipments.
Industrial revenue declined 10%, mainly because Coherent sold its aerospace and defense business for approximately $400 million, generating a $115 million gain but also recording $20 million of non-cash impairment charges on assets held-for-sale. Gross margin improved to 37% of revenues, helped by cost reductions, manufacturing efficiencies, and pricing optimization. Coherent converted all Series B preferred stock into common stock, reclassifying about $2.5 billion into equity and eliminating preferred dividends, while a lower 4% effective tax rate further boosted net earnings. The company also refinanced and upsized its revolving credit facility to $700 million and added new term A loans, maintaining compliance with all debt covenants.
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. has filed an automatic shelf registration statement to permit selling securityholders to resell up to 9,775,846 shares of its common stock issued upon conversion of Series B-2 Convertible Preferred Stock. These shares may be sold from time to time, in varying amounts and at prices determined at the time of sale.
The company will not receive any proceeds from the sale of these shares, although it will pay specified registration expenses, while selling securityholders bear any underwriting discounts and commissions. As of the close of business on December 15, 2025, Coherent had 187,419,766 shares of common stock outstanding, providing context for the size of this potential resale.
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. director reports stock sale on Form 4. A board member of COHERENT CORP. disclosed selling 15,000 shares of common stock on 12/10/2025 at a price of $196.74 per share. After this transaction, the director beneficially owns 79,914 shares of Coherent common stock in direct ownership. The filing is signed by attorney-in-fact Christopher M. Forrester on 12/12/2025.
Coherent Corp. large shareholder BCPE Watson (an affiliate of Bain Capital) filed an amended Schedule 13D after a major share sale. On December 10, 2025, it converted 36,162 shares of Series B-2 Convertible Preferred Stock into 5,000,000 shares of common stock under the preferred share terms. The same day, it sold those 5,000,000 common shares in a Rule 144 block trade at $189.55 per share, for a total of $947,750,000.
After these transactions and earlier conversions, BCPE Watson reports beneficial ownership of 9,775,846 shares of common stock through convertible preferred, representing 5.2% of Coherent’s common stock. The remaining Series B-2 preferred held by BCPE Watson is scheduled for mandatory conversion into common stock effective December 15, 2025.