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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COHR beat prior Q3 FY2026 revenue guidance by +$40.0M. Coherent Corp. Revenue increased 20.5% year-over-year (27% on a pro forma basis excluding divested businesses) driven by strong Datacenter & Communications demand. Non-GAAP gross margin expanded to 39.6% versus 38.5% in the year-ago quarter. For Q4 FY2026, the company guides revenue of $1.91 billion to $2.05 billion and non-GAAP EPS of $1.52 to $1.72.
Subscribe to read moreCOHR filed its 10-Q; the most relevant disclosure change is added Equity investment from NVIDIA: On March 2, 2026, NVIDIA invested $2 billion through a private placement of 7.79 million shares of common stock at $256.80 per share. The shares are subject to a six-month lock-up and price protection provision. NVIDIA also entered into a multi-year strategic .
Subscribe to read moreCOHR beat prior Q2 FY2026 Revenue guidance by +$56.0M. Coherent Corp. The company also issued Q3 FY2026 guidance with revenue expected between $1.70 billion and $1.84 billion and non-GAAP EPS between $1.28 and $1.48.
Subscribe to read moreCOHR filed its 10-Q; the most relevant disclosure change is removed Series B Preferred Stock conversion: All 215,000 shares of Series B-1 and B-2 Preferred Stock converted to 30.1M shares of Common Stock in Q2 FY2026; $2.5B reclassified from Mezzanine Equity to Common Stock; no preferred stock outstanding at December 31, 2025.
Subscribe to read moreCOHR beat prior Q1 FY2026 Revenue guidance by +$51.0M. Coherent Corp. The company issued Q2 FY2026 guidance for revenue of $1.56-$1.70 billion and non-GAAP EPS of $1.10-$1.30, while also announcing it closed the sale of its Aerospace and Defense business, which it stated is immediately accretive to both gross margin and EPS, and paid down $400 million of debt during the quarter.
Subscribe to read moreCOHR filed its 10-Q; the most relevant disclosure change is added Segment reporting: Effective July 1, 2025, the Company realigned its organizational structure into two reportable segments: (i) Datacenter & Communications, and (ii) Industrial. Previously reported under three segments: Networking, Materials, and Lasers. Goodwill was reallocated.
Subscribe to read moreCoherent Corp. entered into Amendment No. 4 to its Credit Agreement on September 26, 2025, refinancing existing revolving credit commitments and obtaining a new $1.25 billion senior secured incremental term A loan facility, while simultaneously entering Amendment No. 5 to replace $1.08 billion of term B-2 loans with new term B-3 loans with adjusted interest rates.
Subscribe to read moreCOHR filed its 10-Q; the most relevant disclosure change is added Restructuring Plans - 2025 Plan Initiated: Commencing in Q3 FY2025, management approved a new 2025 Restructuring Plan including site consolidations, workforce reductions, contract terminations, and associated cost reductions, resulting in $63 million of charges primarily for asset write-offs and employ.
Subscribe to read moreCoherent Corp. reported Q2 FY2025 revenue of $1.43 billion, up 27% year-over-year, with non-GAAP EPS of $0.95 compared to $0.27 in the prior year period. Non-GAAP gross margin expanded to 38.2% from 34.6% year-over-year, while GAAP EPS improved to $0.44 from a loss of $0.38. The company issued Q3 FY2025 guidance for revenue of $1.39-$1.48 billion and non-GAAP EPS of $0.75-$0.95.
Subscribe to read moreCOHR filed its 10-Q; the most relevant disclosure change is reduced Comprehensive Income - AOCI: Accumulated other comprehensive income (loss) decreased to negative $159.7 million as of December 31, 2024 from positive $2.6 million as of June 30, 2024, primarily due to negative foreign currency translation adjustments of negative $167.7 million.
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