What Coherent's latest 10-Q says: 12 signals
Coherent filed its latest 10-Q with the SEC on May 6, 2026. It discusses digital transformation, major contract win and AI investment.
Public (COHR)Semiconductor Manufacturing10,000+ employeescoherent.comLinkedIn
- Filed
- May 6, 2026
- Filings
- 2
- Signals
- 24
10-Q · latest 10
What Coherent's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 12 signals
NVIDIA invests $2B to fund manufacturing capacity expansion for AI components
This massive capital infusion, received on March 2, 2026, is earmarked for building out manufacturing capabilities, R&D, and operations.
$2B
Investment from NVIDIA to support R&D, future capacity, and operations
AINVIDIA
New multi-year capacity agreement with NVIDIA may create significant revenue concentration risk
The company explicitly flags that its new agreement with NVIDIA could affect gross margins and capital expenditures as production volumes increase.
NVIDIA
Operating cash flow plummets 98% to $10M from $503M due to inventory build-up
The drastic drop in cash flow, despite revenue growth, highlights significant working capital strain and potential liquidity issues.
$10M
Net cash provided by operating activities for the nine months ended March 31, 2026
-98%
Decrease in operating cash flow from $503M in the prior year period
Divested aerospace & defense and Munich businesses as part of strategic restructuring
The sale of its aerospace and defense business on Sep 2, 2025, and its Munich business on Jan 30, 2026, indicates a major strategic realignment.
Secured $1B investment to fund capital expansion for its Silicon Carbide LLC subsidiary
Coherent's subsidiary, Silicon Carbide LLC, received $1 billion in cash to fund a major capital expansion of its silicon carbide business.
$1B
Cash investment received by Silicon Carbide LLC for capital expansion
silicon carbideDENSO Corporation
Signs multi-year capacity agreement with NVIDIA, requiring major investments through 2030.
Coherent is now committed to a multi-year production agreement with NVIDIA, which will require significant incremental investments in equipment, labor, and working capital.
NVIDIA
Refinanced credit facilities in Sept 2025 to replace existing term loans and revolving credit
The company amended its credit agreement to secure new loan terms, replacing existing revolving credit and term loans.
Datacenter segment revenue grew 41% to $1.36B, driven by strong AI demand
Explosive growth in AI datacenter demand is fueling a 41% revenue increase in the Datacenter & Communications segment, which is now the company's primary focus.
$1.4B
Datacenter & Communications quarterly revenue
41%
Quarterly revenue growth for Datacenter & Communications segment
AI
- SEC EDGAR
10-Q
Filed · 12 signals
Coherent to fund major silicon carbide capital expansion with $1B investment.
Coherent's subsidiary, Silicon Carbide LLC, received $1.0 billion in cash from investment partners for a 25% equity stake.
$1B
Cash received from investment agreements for Silicon Carbide LLC equity
silicon carbide
The company's Datacenter & Communications segment experienced a 34% YoY revenue surge, primarily due to strong demand for AI datacenter applications.
$1.2B
Quarterly revenue for the Datacenter & Communications segment.
34%
YoY revenue increase for the Datacenter & Communications segment.
AI
Showing 10 of 24 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Coherent earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Facing critical supply constraints for indium phosphide lasersDatacenter segment growth was directly constrained by the supply of indium phosphide lasers, a key component for high-speed transceivers. This is a top-priority pain point the company is investing heavily to solve, creating opportunities for supply chain, manufacturing, and yield-improvement solutions. | |
| Streamlining portfolio and footprint via divestitures and site closuresCoherent is engaged in an "evergreen process" of portfolio optimization, having recently sold its Aerospace & Defense and a Munich-based division, while also closing or selling 23 sites. This ongoing restructuring creates opportunities for M&A advisory, IT system separation/integration, and operational efficiency consulting. | |
| Datacenter business growth set to accelerate from 4% to 10% sequentially.The company is experiencing a step-function increase in customer demand, particularly for AI applications, and expects strong sequential revenue growth throughout the fiscal year, driven by record orders and improving supply. | |
| Ramping multiple new products including 1.6T transceivers and Optical Circuit Switches.The company is launching and accelerating production of several new high-growth products, including 1.6T transceivers, an Optical Circuit Switch (OCS) platform, and a new telecom platform, creating vendor opportunities across the product lifecycle. | |
| Divesting Munich product division, reducing headcount by 425The company is selling its Munich-based materials processing tools division, which will reduce headcount by approximately 425 employees. This divestiture is part of a broader strategy to streamline the portfolio and will likely involve operational and system integrations or separations. | |
| Prioritizing debt reduction with proceeds from divestituresA primary capital allocation priority is strengthening the balance sheet by paying down debt, having recently made a $400M payment. This focus on financial health and reducing interest expense is a key driver for the C-suite and influences overall capital strategy. |
Signal API · MCP
Track Coherent with the Signal API
One POST /v1/companies/enrich call with coherent.com returns Coherent 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"coherent.com","signal_types":["sec-10q"],"limit":20}'Same industry
10-Q at related companies
Questions about Coherent 10-Q
When did Coherent file its latest 10-Q?
What did Coherent disclose in its latest 10-Q?
What did Coherent say on its recent earnings calls?
Where can I read Coherent's 10-Q filing?
Source. Quarterly reports (Form 10-Q) 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 .