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NYSE · Technology

COHERENT CORP. (COHR)

As-reported financials and SEC filings for COHERENT CORP. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About COHERENT CORP.

Coherent Corp. develops, manufactures, and markets lasers, transceivers, and other optical and optoelectronic devices, modules, and systems, along with engineered materials. The company serves customers in the communications, industrial, instrumentation, and electronics markets. It operates globally with facilities for research, development, manufacturing, and sales.

Snapshot

Revenue
$7.12B
Revenue growth (YoY)
22.5%
Net income
$805.0M
Diluted EPS
$4.12
Gross margin
37.5%
Operating margin
Net margin
11.3%
FCF margin
-14.4%
ROE
7.2%
net income / fiscal-year-end equity
P/E
67.5×
trailing when available, otherwise FY EPS
Market cap
$53.27B
Long-term debt / equity
0.29×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended June 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Coherent

  • Revenue grew 22.5% to $7.1B in FY2026, in line with the 23.4% the year before.
  • Most recent quarter Q4 FY2026: revenue $2.0B, up 33.7% from Q4 FY2025.
  • Free cash flow was negative $1.0B in FY2026.
  • Net income rose more than tenfold to $805M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Coherent’s fundamentals sit among the 625 Technology companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin37.5%
34th percentile of 509
Net margin11.3%
71st percentile of 577
FCF margin-14.4%
11th percentile of 544
Revenue growth (YoY)+22.5%
76th percentile of 616
ROE7.2%
57th percentile of 540
P/E67.5×
82nd percentile of 330
Long-term debt / equity0.29×
41st percentile of 278
Short interest1.14d
15th percentile of 622

Coherent’s FCF margin of -14.4% ranks in the 11th percentile of the 544 Technology companies reporting it.

No reported insider purchases (code P) in the last 90 days; 4 insider sales totaling $4.9M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 6 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
6
+6 quant / multi-strat
Initiated / added
4
0 new, 4 added
Reduced / exited
10
8 trimmed, 2 exited
Combined position
$1.57B
reported long value
InvestorAs ofPosition valueSharesChange
D. E. ShawquantQ2 2026$648.0M1.6MAdded
Whale Rock Capital ManagementQ2 2026$482.1M1.2MAdded
Dodge & CoxQ2 2026$214.7M544.2KReduced
Citadel AdvisorsquantQ2 2026$63.5M161.1KReduced
AQR Capital ManagementquantQ2 2026$54.3M137.7KAdded
Gotham Asset ManagementQ2 2026$38.4M97.3KReduced
Millennium ManagementquantQ2 2026$33.1M83.9KReduced
Point72 Asset ManagementquantQ2 2026$17.0M43.0KReduced
Two Sigma InvestmentsquantQ2 2026$11.4M28.9KAdded
Bridgewater AssociatesQ2 2026$6.0M15.2KReduced
First Eagle Investment ManagementQ2 2026$1.3M3.2KReduced
Maverick CapitalQ2 2026$914,3812.3KReduced

No longer held by: Duquesne Family Office (as of Q2 2026), Sachem Head Capital Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
4
$4.9M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-09-01
Eng Julie SheridanChief Technology OfficerSell6.0K$270.69$1.6M
2026-08-31
filed 2026-09-01
Eng Julie SheridanChief Technology OfficerSell7.0K$276.83$2.0M
2026-08-18
filed 2026-08-20
Luther Sherri RChief Financial OfficerSell3.0K$324.00$972K
2026-07-22
filed 2026-07-24
Luther Sherri RChief Financial OfficerSell1.0K$306.68$307K
2026-05-12
filed 2026-05-13
Luther Sherri RChief Financial OfficerSell2.0K$372.96$746K
2026-05-11
filed 2026-05-13
Xia Howard H.DirectorSell500$368.00$184K
2026-05-11
filed 2026-05-13
Xia Howard H.DirectorSell500$358.00$179K
2026-05-11
filed 2026-05-13
Xia Howard H.DirectorSell500$348.00$174K
2026-05-11
filed 2026-05-13
Xia Howard H.DirectorSell500$344.00$172K
2026-04-22
filed 2026-04-24
Luther Sherri RChief Financial OfficerSell2.0K$351.00$702K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
10.0M
settled 2026-08-14
Change vs prior
+10.9%
vs previous settlement
Days to cover
1.14
at avg daily volume
Avg daily volume
8.8M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1410.0M+10.9%1.14
2026-07-319.0M+4.1%1.80
2026-07-158.7M+1.2%1.99
2026-06-308.6M-4.0%1.37
2026-06-158.9M+14.1%1.42
2026-05-297.8M-9.6%1.46
2026-05-158.7M+13.2%1.18
2026-04-307.7M-20.7%1.32

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$7.12B$5.81B$4.71B$5.16B$3.32B
Gross profit$2.67B$2.04B$1.46B$1.62B$1.27B
Operating income$96.1M$-37.1M$414.3M
Net income$805.0M$49.4M$-156.2M$-259.5M$234.8M
Diluted EPS$4.12$-0.52$-1.84$-2.93$1.45

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$79.5M$633.6M$545.7M$634.0M$413.3M
Capital expenditure$1.10B$440.8M$346.8M$436.1M$314.3M
Free cash flow$-1.02B$192.8M$198.9M$198.0M$99.0M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$2.05B33.7%$240.5M$1.19
Q3 FY2026$1.81B20.5%$191.4M$0.97
Q2 FY2026$1.69B17.5%$146.7M$0.76
Q1 FY2026$1.58B17.3%$226.3M$1.19
Q4 FY2025$1.53B16.4%$-95.6M$-0.68
Q3 FY2025$1.50B23.9%$15.7M
Q2 FY2025$1.43B26.8%$103.4M$0.44
Q1 FY2025$1.35B28.0%$25.9M

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorTechnology
SIC industryOptical Instruments & Lenses
Latest annual periodFY2026 (ended June 30, 2026)
Latest reported quarterQ4 FY2026 (ended June 30, 2026)
Oldest indexed filing2018
SEC CIK820318

Selected SEC filings

10-K2026-08-14
View on EDGAR →
10-K2025-08-15
View on EDGAR →
10-Q2026-05-06
View on EDGAR →
10-Q2026-02-04
View on EDGAR →
10-Q2025-11-05
View on EDGAR →
10-Q2025-05-07
View on EDGAR →
8-K2026-08-31
View on EDGAR →
8-K2026-08-12
View on EDGAR →

Largest Technology peers

All Technology companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.