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Optical communications, lasers and materials. TickerStar monitors official filings, investor releases, earnings, and call updates for Coherent. Subscribe to COHR alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.

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SEC filingSEC filing

COHR 10-K filed 2026-08-14 | Key takeaways

COHR filed its 10-K; the most relevant disclosure change is expanded Segment reporting reorganization: Effective July 1, 2025, Coherent reorganized from three segments (Networking, Materials, Lasers) into two segments (Datacenter & Communications; Industrial); all prior periods recast. CODM now evaluates segment performance based on segment revenue and segment . Customer concentration: Customer A (MajorCustomerOne) represented 20% of revenue; Customer B (MajorCustomerTwo) represented 12% of revenue.

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EarningsOfficial company source

COHR Q4 FY2026 Non-GAAP EPS $1.74, Beat Guidance by +$0.12

COHR beat prior Q4 FY2026 Non-GAAP EPS guidance by +$0.12. Q4 FY2026 revenue of $2.046 billion increased 33.8% year-over-year (42% on a pro forma basis excluding divested Aerospace & Defense and Munich businesses), with non-GAAP gross margin of 40.2% (+215 bps y/y) and non-GAAP operating margin of 21.8% (+381 bps y/y). Full-year FY2026 revenue reached $7.118 billion (+22.5% y/y) with non-GAAP EPS of $5.61 (+$2.08 y/y). The company issued Q1 FY2027 guidance: revenue $2.2-$2.4 billion, non-GAAP gross margin 39.5%-...

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