Company Dossier · Information Technology
Coherent Corp.
- S&P 500
- Russell 1000
What Coherent Corp. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $7.12 billion, up 23% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: −$1.02 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.10 billion, up 150% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (August 12, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.95 of 1.Palanor Discourse
- Latest annual report (filed August 14, 2026): 4 risk factors added, 4 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $8.5 million on the open market.SEC Form 4
- 1,315 institutional managers reported a position at June 30, 2026 (+208 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 18 (7 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Coherent Corp. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending97th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings22nd pct
- Deals and private raises48th pct
- Patent publications48th pct
Confident ↔ Hedging
Mixed
- Call sentiment93rd pct
- Call confidence94th pct
- Guidance changes37th pct
- Risk factors added23rd pct
- Insider open-market trades39th pct
- + Call sentiment
- + Call confidence
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver40th pct
- Stress filings49th pct
Credit
How these are built →Coherent Corp.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.2B
- Due within a year $0.0B
- Longer term $3.2B
- Default point $1.6B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Coherent Corp., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralIs Coherent Corp (COHR) Overvalued After 10.9% Rally? GF Value Says Overvalued
gurufocus.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Sep 29, 2026Patent
- Aug 31, 20268-KDirector or officer changeItem 5.02
- Aug 14, 202610-KAnnual report (10-K)4 risk factors added, 4 removed
- Apr 28, 20268-KDirector or officer changeItem 5.02
- Jan 19, 2026LobbyingLobbying report (ERVIN GRAVES STRATEGY GROUP, LLC)third_quarter 2025 · $0.1 million
- Jan 6, 2026LobbyingLobbying report (RM2 CONSULTANTS, INC.)fourth_quarter 2025
- Nov 17, 20258-KShareholder vote resultsItem 5.07
- Oct 18, 2025LobbyingLobbying report (RM2 CONSULTANTS, INC.)third_quarter 2025 · $0.0 million
- Oct 15, 2025LobbyingLobbying report (ERVIN GRAVES STRATEGY GROUP, LLC)third_quarter 2025 · $0.1 million
- Sep 26, 20258-KMaterial agreement signedItem 1.01
- Aug 15, 202510-KAnnual report (10-K)7 risk factors added, 28 removed
- Jul 20, 2025LobbyingLobbying report (RM2 CONSULTANTS, INC.)second_quarter 2025 · $0.0 million
- Jul 16, 2025LobbyingLobbying report (ERVIN GRAVES STRATEGY GROUP, LLC)second_quarter 2025 · $0.1 million
- Apr 20, 2025LobbyingLobbying report (RM2 CONSULTANTS, INC.)first_quarter 2025 · $0.0 million
- Apr 16, 2025LobbyingLobbying report (ERVIN GRAVES STRATEGY GROUP, LLC)first_quarter 2025 · $0.1 million
- Mar 27, 2025Risk event
- Jan 21, 2025Risk event
- Jan 7, 20258-KMaterial agreement signedItem 1.01
- Nov 19, 20248-KShareholder vote resultsItem 5.07
- Nov 18, 20248-KDirector or officer changeItem 5.02
- Nov 18, 20248-KShareholder vote resultsItem 5.07
- Nov 14, 20248-KDirector or officer changeItem 5.02
- Oct 22, 20248-KDirector or officer changeItem 5.02
- Aug 16, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Corning Inc. GLW | $17.0B | — | Jun 30, 2026 |
| Littelfuse LFUS | $2.5B | $0.4B | Mar 28, 2026 |
| Amphenol APH | $29.0B | $4.7B | Jun 30, 2026 |
| Enphase Energy ENPH | $1.4B | $0.1B | Mar 31, 2026 |
| Amkor Technology AMKR | $7.1B | $0.2B | Mar 31, 2026 |
| NetApp NTAP | $7.4B | $1.6B | Jul 31, 2026 |
| Toast, Inc. TOST | $6.8B | $0.6B | Jun 30, 2026 |
| Fortinet FTNT | $7.5B | $3.2B | Jun 30, 2026 |