secwatch.observer — SEC 8-K summary
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Issuer:     COHERENT CORP. (COHR)
CIK:        0000820318
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001193125-26-208972
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01, 7.01
LLM model:  deepseek-v4-flash:cloud@v2

Coherent Q3 FY2026 revenue $1.81B (+21% YoY); GAAP EPS $0.97, non-GAAP $1.41
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- Revenue $1.81B +21% YoY (+27% pro forma); GAAP gross margin 37.7% (+243 bps).
- GAAP EPS $0.97 vs -$0.11 YoY; non-GAAP EPS $1.41 vs $0.91 (up $0.50).
- Non-GAAP operating margin 20.3% (+163 bps YoY); operating income $366M.
- CEO cites strong AI datacenter/communications demand; capacity expansion underway.
- CFO notes capital investment ramp to increase capacity given robust demand visibility.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/820318/000119312526208972/0001193125-26-208972-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/820318/000119312526208972/d57080d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-208972

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer