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Coherent Corp.

COHR · Information Technology

Last earnings Aug 12, 2026  ·  Next earnings Nov 4, 2026

Key results

Revenuefull-year

$5.81B

REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2025 RESULTS FY25 REVENUE OF $5.81B, INCREASED 23% Y/Y FY25 GAAP GROSS MARGIN OF 35.2%, INCREASED 424 bps Y/Y; FY25 NON-GAAP GROSS MARGIN OF 37.9%, INCREASED 358 bps Y/Y FY25 GAAP LOSS OF $0.52, IMPROVED $1.32 Y/Y; FY25 NON-GAAP EPS OF $3.53, IMPROVED $2.32 Y/Y SAXONBURG, Pa.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

GAAP gross marginquarter

23%

REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2025 RESULTS FY25 REVENUE OF $5.81B, INCREASED 23% Y/Y FY25 GAAP GROSS MARGIN OF 35.2%, INCREASED 424 bps Y/Y; FY25 NON-GAAP GROSS MARGIN OF 37.9%, INCREASED 358 bps Y/Y FY25 GAAP LOSS OF $0.52, IMPROVED $1.32 Y/Y; FY25 NON-GAAP EPS OF $3.53, IMPROVED $2.32 Y/Y SAXONBURG, Pa.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

NON-GAAP gross marginquarter

37.9%

REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2025 RESULTS FY25 REVENUE OF $5.81B, INCREASED 23% Y/Y FY25 GAAP GROSS MARGIN OF 35.2%, INCREASED 424 bps Y/Y; FY25 NON-GAAP GROSS MARGIN OF 37.9%, INCREASED 358 bps Y/Y FY25 GAAP LOSS OF $0.52, IMPROVED $1.32 Y/Y; FY25 NON-GAAP EPS OF $3.53, IMPROVED $2.32 Y/Y SAXONBURG, Pa.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

EPSquarter

$3.53

REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2025 RESULTS FY25 REVENUE OF $5.81B, INCREASED 23% Y/Y FY25 GAAP GROSS MARGIN OF 35.2%, INCREASED 424 bps Y/Y; FY25 NON-GAAP GROSS MARGIN OF 37.9%, INCREASED 358 bps Y/Y FY25 GAAP LOSS OF $0.52, IMPROVED $1.32 Y/Y; FY25 NON-GAAP EPS OF $3.53, IMPROVED $2.32 Y/Y SAXONBURG, Pa.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Revenuequarter

$1.53 billion

Revenue for the fourth quarter of fiscal 2025 was a record $1.53 billion, with GAAP gross margin of 35.7% and GAAP net loss of $0.83 per diluted share.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Gross marginquarter

38.1%

On a non-GAAP basis, gross margin was 38.1% with net income per diluted share of $1.00.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Net incomequarter

$1.00

On a non-GAAP basis, gross margin was 38.1% with net income per diluted share of $1.00.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Revenue for the full year fiscal 2025 was a record $5.81 billion, with GAAP gross margin of 35.2% and GAAP net loss of $0.52 per diluted share.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

On a non-GAAP basis, gross margin was 37.9% with net income per diluted share of $3.53.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Jim Anderson, CEO, said, We delivered a strong fiscal 2025 with revenue growth of 23% and non-GAAP EPS expansion of 191%.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Operating incomequarter

97.4 %

$ (96 ) $ 16 $ (48 ) (708.6 )% 97.4 % $ 49 $ (156 ) (131.6 )% Diluted Loss Per Share $ (0.83 ) $ (0.11 ) $ (0.52 ) $ (0.72 ) $ (0.30 ) $ (0.52 ) $ (1.84 ) $ 1.32 (1) Operating Income is defined as earnings (loss) before income taxes, interest expense, and other expense or income, net.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

$ 192 $ 177 $ 111 8.5 % 73.6 % $ 693 $ 311 122.9 % Diluted Earnings Per Share $ 1.00 $ 0.91 $ 0.51 $ 0.09 $ 0.49 $ 3.53 $ 1.21 $ 2.32 (1) During the second fiscal quarter of 2025, the Company refined its methodology to report non-GAAP measures.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Research and developmentquarter

$155.7

Research and development 155.7 150.7 126.7

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Selling, general, and administrativequarter

$245.4

Selling, general and administrative 245.4 231.4 228.0

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Research and developmentfull-year

$581.9

Research and development 581.9 478.8

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Selling, general, and administrativefull-year

$926.5

Selling, general and administrative 926.5 854.0

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

AI analysis

Q4 FY2025 · reported Aug 13, 2025

Based on: Earnings release + Q4 FY2025 deck + parent 8-K + 10-Q — transcript not held

Revenue · Q4 FY2025
$1.53B
Full year: $5.81B
EX-99 · Aug 13, 2025
EPS · Q4 FY2025
$3.53
EX-99 · Aug 13, 2025
GAAP gross margin · Q4 FY2025
23%
EX-99 · Aug 13, 2025
NON-GAAP gross margin · Q4 FY2025
37.9%
EX-99 · Aug 13, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 13, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ4 FY2025Prior qtrYear ago
GAAP gross margin23%——
NON-GAAP gross margin37.9%——
EPS$3.53——
Revenue$1.53 billion——
Gross margin38.1%——
Net income$1.00——
Operating income97.4 %——
Research and development$155.7——

EX-99 · Aug 13, 2025

Guidance · company-stated

Revenue$1.46 billion

“for the first quarter of fiscal 2026 is expected to be between $1.46 billion and $1.60 billion”

Gross margin

“for the first quarter of fiscal 2026 is expected to be between 37.5% and 39.5%”

operating expenses

“for the first quarter of fiscal 2026 are expected to be between $290 million and $310 million”

Tax rate

“for the first quarter of fiscal 2026 is expected to be between 18% and 22%”

EPS

“for the first quarter of fiscal 2026 is expected to be between $0.93 and $1.13”

Midpoint vs latest-quarter revenue-4.6%computed from stated figures

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Next earningsNov 4, 2026Verified from the company’s own announcement

Margin

GAAP gross margin23%
NON-GAAP gross margin37.9%
Gross margin38.1%

Capital allocation

Dividend$ 15.7

Revenue growth and margin expansion drove improvement in our operating cash flow, which enabled us to repay approximately $437 million of our outstanding debt for the full fiscal year.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue -4.6% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Saxonburg, PA 16056-9499 USA PRESS RELEASE COHERENT CORP

Based on: Earnings release + Q4 FY2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenue: “Revenue for the first quarter of fiscal 2026 is expected to be between $1.46 billion and $1.60 billion”

Gross margin: “Gross margin for the first quarter of fiscal 2026 is expected to be between 37.5% and 39.5%”

operating expenses: “operating expenses for the first quarter of fiscal 2026 are expected to be between $290 million and $310 million”

Tax rate: “Tax rate for the first quarter of fiscal 2026 is expected to be between 18% and 22%”

EPS: “EPS for the first quarter of fiscal 2026 is expected to be between $0.93 and $1.13”

Revenue (“Business Outlook”)
“Revenue for the first quarter of fiscal 2026 is expected to be between $1.46 billion and $1.60 billion”

Gross margin (“Business Outlook”)
“Gross margin for the first quarter of fiscal 2026 is expected to be between 37.5% and 39.5%”

operating expenses (“Business Outlook”)
“operating expenses for the first quarter of fiscal 2026 are expected to be between $290 million and $310 million”

Tax rate (“Business Outlook”)
“Tax rate for the first quarter of fiscal 2026 is expected to be between 18% and 22%”

EPS (“Business Outlook”)
“EPS for the first quarter of fiscal 2026 is expected to be between $0.93 and $1.13”

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Capital allocation

Revenue growth and margin expansion drove improvement in our operating cash flow, which enabled us to repay approximately $437 million of our outstanding debt for the full fiscal year.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

In addition to general industry and global economic conditions, factors that could cause actual results to differ materially from those discussed in the forward-looking statements herein include but are not limited to: (i) the failure of any one or more of the assumptions stated herein to prove to be correct; (ii) the terms of the Company s indebtedness and ability to service such debt in connection with its acquisition of Coherent, Inc.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

$ (95.6 ) $ 15.7 $ (48.4 ) Less: Dividends on Preferred Stock 33.1 32.7 31.4 Net Loss Available to the Common Shareholders $ (128.8 ) $ (17.0 ) $ (79.9 ) Basic Loss Per Share $ (0.83 ) $ (0.11 ) $ (0.52 ) Diluted Loss Per Share $ (0.83 ) $ (0.11 ) $ (0.52 ) Average Shares Outstanding Basic 155.5 155.2 152.6 Average Shares Outstanding Diluted 155.5 155.2 152.6 * Amounts may not recalculate due to rounding.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

$ 49.4 $ (156.2 ) Less: Dividends on Preferred Stock 129.9 123.4 Net Loss Available to the Common Shareholders $ (80.6 ) $ (279.5 ) Basic Loss Per Share $ (0.52 ) $ (1.84 ) Diluted Loss Per Share $ (0.52 ) $ (1.84 ) Average Shares Outstanding - Basic 154.8 151.6 Average Shares Outstanding - Diluted 154.8 151.6 * Amounts may not recalculate due to rounding.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

(6) Transaction fees and financing includes debt extinguishment costs and various fees related to closing the Coherent transaction.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

$ (95.6 ) $ 15.7 $ (48.4 ) $ 49.4 $ (156.2 ) Deduct Series B redeemable preferred dividends (33.1 ) (32.7 ) (31.4 ) (129.9 ) (123.4 ) Basic loss available to common shareholders $ (128.8 ) $ (17.0 ) $ (79.9 ) $ (80.6 ) $ (279.5 ) Diluted loss available to common shareholders $ (128.8 ) $ (17.0 ) $ (79.9 ) $ (80.6 ) $ (279.5 ) Denominator Diluted weighted average common shares 155.5 155.2 152.6 154.8 151.6 Basic loss per common share $ (0.83 ) $ (0.11 ) $ (0.52 ) $ (0.52 ) $ (1.84 ) Diluted loss per common share $ (0.83 ) $ (0.11 ) $ (0.52 ) $ (0.52 ) $ (1.84 ) * Amounts may not recalculate due to rounding.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Strategy & priorities

Jim Anderson, CEO, said, We delivered a strong fiscal 2025 with revenue growth of 23% and non-GAAP EPS expansion of 191%.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Sherri Luther, CFO, said, In fiscal 2025, in addition to strong revenue growth, we achieved gross margin expansion of 358 basis points on a year-over-year basis.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Revenue growth and margin expansion drove improvement in our operating cash flow, which enabled us to repay approximately $437 million of our outstanding debt for the full fiscal year.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

Gross MARGIN and earnings per common share GAAP to Non-GAAP Reconciliations FY 2025 Earnings Results Highlights 51% Datacenter & Communications FY25 / FY24 2% FY25 / FY24 Industrial and other Revenue by Market Recent Highlights New Diamond Silicon Carbide Composite for Advanced Cooling in AI Datacenters Industry-first 600W Excimer Laser for Emerging Energy Applications We delivered a strong fiscal 2025 with revenue growth of 23% and non-GAAP EPS expansion of 191%.

SEC original ↗Coherent Corp. — Presentation / slide deck (8-K exhibit)EX-99Aug 13, 2025

2025 Restructuring Plan Commencing in the quarter ended March 31, 2025, and as part of the ongoing strategic review of the Company s business, the Company s management approved the 2025 Plan.

SEC original ↗Coherent — 10-Q Quarterly report10-QMay 6, 2026

Risks & headwinds

The forward-looking statements contained herein are subject to certain risks and uncertainties that could cause the Company s actual results to differ materially from its historical experience and our present expectations or projections.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

5 Founded in 1971 and operating in more than 20 countries, Coherent brings the industry s broadest, deepest technology stack; unmatched supply chain resilience; and global scale to help its customers solve their toughest technology challenges.

SEC original ↗Coherent Corp. — Earnings release (8-K exhibit)EX-99Aug 13, 2025

The forward-looking statements in this investor presentation involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward-looking statements herein or in previous disclosures.

SEC original ↗Coherent Corp. — Presentation / slide deck (8-K exhibit)EX-99Aug 13, 2025

Legal Proceedings 37 Item 1A.

SEC original ↗Coherent — 10-Q Quarterly report10-QMay 6, 2026

We believe that disaggregating revenue by market and geography provides the most relevant information regarding the nature, amount, timing, and uncertainty of revenues and cash flows.

SEC original ↗Coherent — 10-Q Quarterly report10-QMay 6, 2026

Documents

Earnings deck slides

1 deck with slide view

Coherent Corp. — Click here for full release (company IR deck) — Slide view unavailable — the file held under this record is Coherent's Q4 FY2026 earnings RELEASE (a document/press-release PDF), not an earnings presentation (library typing question, recorded 2026-10-27).

Coherent Corp. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Coherent Corp. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Coherent Corp. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Coherent Corp. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Coherent Corp. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCadence Design Systems (CDNS) Information Technology

Filings

109 documents

Earnings releases

50 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Coherent Corp. are held in this edition of the library.

Mentioned by

8 companies

Other tracked companies whose held documents mention Coherent Corp. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.