COHERENT CORP. — Form 8-K
Filed August 12, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
For fiscal Q4 2026 (ended June 30, 2026), Coherent reported revenue of $2.045B (+34% YoY; +42% pro forma), GAAP gross margin of 38.5% (+277 bps), non-GAAP EPS of $1.74 (+74% YoY). Full-year FY26 revenue was $7.118B (+22.5% YoY). Datacenter & Communications segment drove growth ($1.615B in Q4, up 59% YoY pro forma). Industrial segment contracted 16% YoY to $431M. Q1 FY27 guidance: revenue $2.2B–$2.4B; non-GAAP EPS $1.85–$2.05. Company received $50M CHIPS Act letter of intent; committed to doubling InP production by year-end.
Why this rating
Strong execution in high-growth datacenter optical market; margin expansion & EPS beat. At ~$14.6B market cap, $2B quarterly revenue and 22–34% YoY growth are material. Segment shift to datacenter (79% of revenue) shows strategic positioning in AI infrastructure, but execution risk in capacity expansion remains. Meaningful but not transformational.
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