Coherent CORP.: management transactions · United States · SEC (Form 4)

About Coherent CORP.

Coherent Corp. (NYSE: COHR) is a US-based technology company focused on photonics, advanced materials and optoelectronic components. The company is headquartered in Saxonburg, Pennsylvania, United States, and traces its founding back to 1971. It operates in more than 20 countries, giving it a broad global manufacturing and R&D footprint. For French-speaking investors, Coherent offers direct exposure to several long-duration technology themes: artificial intelligence infrastructure, optical data communications, semiconductor manufacturing, industrial laser processing, and selected medical and scientific applications. Coherent’s history reflects a long build-up of technical expertise in lasers and materials, followed by a major strategic combination with II-VI Incorporated, which completed its acquisition of Coherent in July 2022. The group then adopted the Coherent name and brand at the corporate level, while preserving the industrial and engineering legacy of both companies. This merger helped create a broader technology platform with capabilities spanning lasers, integrated photonics, compound semiconductors and engineered materials. Today, Coherent’s business model is built on a diversified portfolio. Key product and solution areas include industrial lasers, laser diodes, optics and optoelectronic components for data transmission, modules and subsystems for optical networking, solutions for datacenter connectivity, advanced materials such as silicon carbide and thermal management composites, and products used in electronics manufacturing, e-mobility and certain medical markets. This breadth gives the company exposure to multiple end markets, but recent momentum has increasingly been driven by AI-related datacenters, telecom and optical communications. From a competitive standpoint, Coherent is better viewed as a strategic technology enabler than a standard industrial supplier. Its core strength lies in vertical integration across the photonics stack: materials, components, subassemblies and system-level solutions. That model matters in markets where performance, reliability, energy efficiency and miniaturization are essential. The company also benefits from a geographically diversified operating base across North America, Europe and Asia. Recent developments reinforce the growth case. In its third fiscal quarter 2026 results released on May 6, 2026, Coherent reported revenue of $1.81 billion, up 21% year over year, with particularly strong demand in datacenter and communications markets. During 2025 and 2026, the company also introduced several products aimed at AI networking, high-speed optical interconnects and next-generation silicon carbide applications. These launches underline Coherent’s positioning in higher-growth technology niches. Coherent is listed on the US market NYSE, in the United States, under the ticker COHR.