What Coherent's FY2026 10-K says: 11 signals
Coherent filed its latest 10-K with the SEC on Aug 14, 2026. It discusses AI investment, capacity constraint and capex increase.
Public (COHR)Semiconductor Manufacturing10,000+ employeescoherent.comLinkedIn
- Filed
- Aug 14, 2026
- Period
- FY2026
- Fiscal year end
- 06/30
- Filings
- 1
10-K · latest 8
What Coherent's 10-K filings say
- SEC EDGAR
10-K · FY2026
Filed · Fiscal year ends 06/30 · 11 signals
Coherent secures $2B investment and multi-billion dollar commitment from NVIDIA for AI optics.
This influx of capital and demand will drive spending on manufacturing, supply chain, and engineering solutions.
$2B
Investment from NVIDIA to support R&D, future capacity, and operations.
AIlasersoptical networkingNVIDIA
Expanding indium phosphide capacity in Sherman, TX to meet AI-driven demand and industry shortages.
Coherent is facing an industry-wide shortage and surging customer demand for AI datacenter components, forcing significant investment in expanding manufacturing capacity.
indium phosphideAIdatacenter
Coherent divests business for ~$400M, incurs $62M in FY26 restructuring charges
The company is executing a major transformation, divesting its aerospace and defense business for ~$400M and incurring $62M in FY26 charges for site closures and workforce reductions.
$62M
Net restructuring charges in fiscal 2026 for the 2025 Plan
Coherent divests aerospace & defense business for ~$400M as part of strategic realignment.
The company is actively divesting non-core assets, including the completed $400M sale of its aerospace and defense business, to simplify its business model and focus on core markets.
$400M
Sale of aerospace and defense business
Two customers account for over 20% of Coherent's total revenue in fiscal 2026
High dependence on two large customers, each contributing over 10% of revenue, creates significant business risk and pressure to diversify the customer base.
20%
Minimum percentage of total revenues from two largest customers
Facing risk of "substantial charges" for excess inventory due to inaccurate AI demand forecasting.
The company struggles with demand forecasting in the volatile AI and datacenter markets, leading to a high risk of obsolete inventory and noncancellable purchase commitments if the current boom is not sustainable.
AI
Coherent acknowledges experiencing post-shipment product defects and faces increasing liability as its components become critical to customer products, potentially leading to shared liability for end-user costs.
Coherent faces ongoing pricing pressure from its large, concentrated customer base
The company's large customers consistently seek price concessions by leveraging their significant bargaining power.
Showing 8 of 11 filing signals. The Signal API returns all of them.
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .