Every material Form 8-K Coherent filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Coherent Corp. reported its first quarter fiscal 2027 financial results, posting revenue of $2.37 billion and GAAP diluted earnings per share of $1.90. Driven by strong datacenter demand and operational improvements, management raised longer-term gross margin targets and issued positive guidance for the second quarter.
Q1 revenue reached $2.37 billion, representing a 50% increase year-over-year.
Q1 GAAP diluted EPS was $1.90, compared to $1.19 in the same period last year.
Q2 fiscal 2027 revenue is expected to be between $2.55 billion and $2.75 billion.
Coherent's Compensation Committee approved special performance stock units (PSUs) on August 27, 2026, for five senior leaders, including CEO James R. Anderson with a $50 million target value. The awards are not part of the regular pay program, and they vest only if stock price hurdles from $454.43 to $757.77 are met alongside relative total shareholder return above the 50th percentile, with a four-year performance period and a one-year holding period after that.
Total target value of about $100 million: Anderson $50 million, CFO Sherri Luther $15 million, Julie Eng $15 million, Rob Beard $15 million, Jeffrey Place $5 million
Four stock price hurdles range from $454.43 (10% of target earned) to $757.77 (200% earned), measured over 60 consecutive calendar days
Awards may vest only after the four-year Performance Period ends, and vested shares cannot be traded for five years from the grant date
Forfeiture applies to unearned PSUs on voluntary resignation, termination for cause, or termination without cause before milestones are met, including death or disability
Coherent reported fourth-quarter fiscal 2026 revenue of $2.05 billion, up 34% from a year earlier, and GAAP diluted earnings of $1.19 per share, compared with a loss of $0.83 per share in the same quarter last year. The company also guided first-quarter fiscal 2027 revenue to $2.2 billion to $2.4 billion and non-GAAP EPS to $1.85 to $2.05.
Q4 fiscal 2026 revenue was $2.05 billion, up 34% year over year and up 13.3% from the prior quarter.
GAAP gross margin was 38.5%, up 277 basis points year over year; non-GAAP gross margin was 40.2%.
Q4 non-GAAP diluted EPS was $1.74, up $0.74 from $1.00 a year earlier.
Q1 fiscal 2027 guidance: revenue of $2.2 billion to $2.4 billion and non-GAAP EPS of $1.85 to $2.05.
Coherent reported third-quarter fiscal 2026 revenue of $1.81 billion, up 21% from a year earlier, with GAAP diluted earnings per share of $0.97 versus a loss of $0.11 a year earlier. The company also projected fourth-quarter revenue of $1.91 billion to $2.05 billion and non-GAAP EPS of $1.52 to $1.72, which gives shareholders a current view of expected near-term results.
Q3 fiscal 2026 revenue was $1.81 billion, up 21% year over year and up 27% on a pro forma basis.
GAAP diluted EPS was $0.97 versus a loss of $0.11 in Q3 fiscal 2025; non-GAAP diluted EPS was $1.41 versus $0.91.
GAAP gross margin was 37.7%, up 243 basis points year over year; non-GAAP gross margin was 39.6%.
Fourth-quarter fiscal 2026 guidance: revenue of $1.91 billion to $2.05 billion and non-GAAP EPS of $1.52 to $1.72.
Coherent Corp. said its Chief Strategy Officer, Giovanni Barbarossa, notified the company on April 27, 2026, that he is stepping down from that role effective that day and plans to retire in September 2026. He will remain with the company as a Special Advisor to the CEO until his retirement, with the retirement date to be set later.
Barbarossa's role as Chief Strategy Officer ended effective April 27, 2026 (the Transition Date)
He will serve as Special Advisor to the Chief Executive Officer until his retirement
Retirement is planned for September 2026, with the exact date to be determined later
Coherent reported fiscal second-quarter 2026 results for the quarter ended December 31, 2025, with revenue of $1.69 billion, up 17% from a year earlier, and GAAP diluted EPS of $0.76, up 71%. The company also gave third-quarter fiscal 2026 guidance of $1.70 billion to $1.84 billion in revenue and non-GAAP EPS of $1.28 to $1.48, and said it closed the sale of its Munich materials-processing tools business at the end of January.
Q2 revenue of $1.69 billion, up 17% year over year and up 22% on a pro forma basis adjusted for the sale of the aerospace and defense business
Q2 GAAP diluted EPS of $0.76, up 71%; non-GAAP diluted EPS of $1.29, up 35%
Q3 fiscal 2026 outlook: revenue of $1.70 billion to $1.84 billion; non-GAAP EPS of $1.28 to $1.48
Industrial segment revenue of $477.6 million in Q2, down from $530.1 million a year earlier; Datacenter & Communications revenue rose to $1.21 billion from $904.6 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Coherent filing is on SEC EDGAR ↗. 8-K briefs of other companies →