Company facts
- Industry
- Optical Instruments & Lenses
- Headquarters
- Saxonburg, Pennsylvania
- Most recent report
- 10-Q, filed Nov 4, 2026
- Incorporated
- Pennsylvania
- Filings on record
- 1,005+ filings
- On EDGAR
- CIK 820318
- Fiscal year ends
- June
- Filer status
- Large accelerated filer
Financials 8 of 35
News 8 of 162
Prospectuses and Registrations 8 of 42
- S-3ASR Automatic shelf registration Dec 16, 2025
- S-8 Registration statement for an employee plan Nov 6, 2024
- S-8 Registration statement for an employee plan Aug 16, 2024
- S-8 Registration statement for an employee plan Nov 17, 2023
- S-8 Registration statement for an employee plan Nov 17, 2023
- S-8 POS Post-effective amendment to an employee plan registration Nov 17, 2023
- S-8 POS Post-effective amendment to an employee plan registration Nov 17, 2023
- S-8 POS Post-effective amendment to an employee plan registration Nov 17, 2023
Proxies 8 of 19
- DEFA14A Extra proxy material Oct 9, 2026
- DEF 14A Proxy statement for a shareholder vote Oct 9, 2026
- DEFA14A Extra proxy material Oct 2, 2025
- DEF 14A Proxy statement for a shareholder vote Oct 2, 2025
- DEFA14A Extra proxy material Nov 6, 2024
- DEFA14A Extra proxy material Oct 4, 2024
- DEF 14A Proxy statement for a shareholder vote Oct 4, 2024
- DEFA14A Extra proxy material Sep 29, 2023
Ownership 8 of 635
- SCHEDULE 13G/A Large holder reported a passive stake, amended Nov 5, 2026
- 4 Insider reported a trade Oct 22, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 7, 2026
- 4 Insider reported a trade Oct 7, 2026
- 4 Insider reported a trade Oct 5, 2026
- 4 Insider reported a trade Sep 15, 2026
- 144 Notice of a proposed sale of restricted stock Sep 11, 2026
Other 8 of 112
- ARS Annual report sent to shareholders Oct 9, 2026
- SD Conflict minerals disclosure May 29, 2026
- ARS Annual report sent to shareholders Oct 2, 2025
- SD Conflict minerals disclosure May 30, 2025
- UPLOAD Comment letter from SEC staff Dec 17, 2024
- CORRESP Reply to SEC staff Dec 17, 2024
- UPLOAD Comment letter from SEC staff Nov 22, 2024
- CORRESP Reply to SEC staff Oct 29, 2024
What to read: Sep 2026 10-Q
SECSift found 3 of 10 sections worth reading, with 2 positive, 10 notable, and 1 negative flags.
Financial Statements (Item 1)
Financial statements and notes with major balance-sheet swings, debt restructuring, and a BIS inquiry.Notable- Goodwill of $141M was reclassified from Industrial to Datacenter & Communications segment in Q1 FY2027.
- NVIDIA invested $2B for 7.8M shares in March 2026; price protection expired untriggered in September 2026.
- Restricted cash of $581M at Sep 30, 2026 is held by Silicon Carbide LLC and can only be used by that subsidiary.
Management's Discussion (Item 2)
Revenue surged 50% to $2.37B; segment results, restructuring, and liquidity details are critical.PositiveNotable- Completed sale of aerospace and defense business for ~$400M, recording a $115M gain in Q1 FY2026.
- Restructuring charges of $9M in Q1 FY2026; cumulative charges under 2025 Plan were $62M in FY2026.
- Industrial segment revenue fell 15% to $419M in Q1 FY2026 due to divestitures.
- Net cash used in operating activities was $93M in Q1 FY2026 vs $46M provided a year ago, due to inventory build.
- NVIDIA invested $2B in Coherent common stock in March 2026; multi-year capacity agreement signed.
Market Risk (Item 3)
Hedging program paused; interest rate cap notional tripled; date errors need checking.Notable
What changed: Sep 2026 vs. Mar 2026
About 8% of COHR's Sep 2026 10-Q is new information. 19 paragraphs were added, 128 changed, and 60 removed. Below are the most important lines SECSift identified.
Changed
- Industrial revenue fell to $419M from $491M, a 15% decrease for the three months ended September 30, 2026 vs 2025.
- Contract liabilities rose to $333 million from $70 million at March 31, 2026.
- Datacenter & Communications revenue rose to $1,952M from $1,090M, a 79% increase for the three months ended September 30, 2026 vs 2025.
- Revenue rose to $2,370 million from $1,581 million, a 50% increase.
Everything here comes from Coherent Corp.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 5, 2026, from the 10-Q for Sep 2026.