Coherent Corp. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

12/16/25 4:05:10 PM ET

Electronic Components

Technology

Get the next $COHR alert in real time by email

iivi-20251216

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event Reported): December 16, 2025

Coherent Corp.

(Exact Name of Registrant as Specified in Charter)

Pennsylvania

001-39375

25-1214948

(State or Other Jurisdiction
of Incorporation)

(Commission
File Number)

(I.R.S. Employer
Identification Number)

375 Saxonburg Boulevard,

Saxonburg, Pennsylvania 16056

(Address of Principal Executive Office) (Zip Code)

(724) 352-4455

(Registrant's telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, no par value	COHR	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01. Other Events.

As previously disclosed in a Current Report on Form 10-K dated August 15, 2025, effective with the beginning of its 2026 fiscal year on July 1, 2025, Coherent Corp. (the “Company”) began operating under two revised business segments: Datacenter & Communications; and Industrial. The Company’s businesses are organized and managed under two segments based on similarities in products and services.

The Company is filing information under Item 8.01 of this Current Report on Form 8-K (this “Form 8-K”) to (i) provide investors with recast historical financial information for periods prior to the segment change, and (ii) incorporate by reference that recast historical financial information into the Company’s filings with the Securities and Exchange Commission, including registration statements filed under the Securities Act of 1933, as amended.

The following items from the Company’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025 (the “2025 Form 10-K”) are being revised and updated from their previous presentation solely to reflect the Company’s new segment structure, as reflected in Exhibit 99.1 to this Form 8-K:

•Part I, Item 1. Business;

•Part II, Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations; and

•Part II, Item 8. Financial Statements and Supplementary Data.

Except for minor, non-substantive revisions, only the following notes to the consolidated financial statements have been revised from their previous presentation:

•Note 1 - Nature of Business and Summary of Significant Accounting Policies;

•Note 3 - Revenue from Contracts with Customers;

•Note 6 - Goodwill and Other Intangible Assets;

•Note 14 - Segment and Geographic Reporting;

•Note 20 - Restructuring Plans; and

•Note 21 - Assets Held-for-Sale.

The changes referred to above had no impact on the Company’s historical consolidated financial position, results of operations or cash flows, and the recast financial information contained in Exhibit 99.1 to this Form 8-K does not represent a restatement of previously issued financial statements.

Also included in Exhibit 99.1 is the report of Ernst & Young LLP, our independent registered public accounting firm, on the consolidated financial statements, which is unchanged from the report included in the 2025 Form 10-K, other than the dual date to include the recast and reissuance of the consolidated financial statement footnote information.

This Form 8-K does not modify or update other 2025 Form 10-K information in any way, nor does it reflect any subsequent information or events, other than as required to reflect the change in segments as described above.

The information in this Form 8-K, including Exhibit 99.1, should be read in conjunction with the 2025 Form 10-K and any other documents filed by the Company pursuant to the Securities Exchange Act of 1934, as amended, subsequent to August 15, 2025, which are incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits


23.01			Consent of Ernst & Young, LLP.

99.1			Revised Part I, Item 1. "Business," Part II, Item 7. "Management's Discussion and Analysis of Financial Condition and Results of Operations," and Part II, Item 8. "Financial Statements and Supplementary Data" of Coherent Corp.'s Annual Report on Form 10-K for the year ended June 30, 2025.

104			Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


	Coherent Corp.

Date: December 16, 2025	By:	/s/ Sherri Luther
		Sherri Luther
		Chief Financial Officer and Treasurer

Get the next $COHR alert in real time by email

Recent Analyst Ratings for

$COHR

Date	Price Target	Rating	Analyst
11/6/2025	$125.00	Outperform → Market Perform	Northland Capital
8/14/2025	$105.00	Buy → Neutral	BofA Securities
7/8/2025		Outperform	Wolfe Research
4/28/2025	$125.00 → $85.00	Buy	Needham
4/7/2025		Market Perform → Outperform	Northland Capital
4/4/2025	$85.00	Neutral → Buy	Rosenblatt
3/24/2025	$110.00 → $91.00	Outperform → Strong Buy	Raymond James
2/21/2025		Buy	Jefferies

More analyst ratings

Coherent Corp. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

12/16/25 4:05:10 PM ET

$COHR

Electronic Components

Technology

Get the next $COHR alert in real time by email

iivi-20251216

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event Reported): December 16, 2025

Coherent Corp.

(Exact Name of Registrant as Specified in Charter)

Pennsylvania

001-39375

25-1214948

(State or Other Jurisdiction
of Incorporation)

(Commission
File Number)

(I.R.S. Employer
Identification Number)

375 Saxonburg Boulevard,

Saxonburg, Pennsylvania 16056

(Address of Principal Executive Office) (Zip Code)

(724) 352-4455

(Registrant's telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, no par value	COHR	New York Stock Exchange

Emerging growth company ☐

Item 8.01. Other Events.

•Part I, Item 1. Business;

•Part II, Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations; and

•Part II, Item 8. Financial Statements and Supplementary Data.

Except for minor, non-substantive revisions, only the following notes to the consolidated financial statements have been revised from their previous presentation:

•Note 1 - Nature of Business and Summary of Significant Accounting Policies;

•Note 3 - Revenue from Contracts with Customers;

•Note 6 - Goodwill and Other Intangible Assets;

•Note 14 - Segment and Geographic Reporting;

•Note 20 - Restructuring Plans; and

•Note 21 - Assets Held-for-Sale.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits


23.01			Consent of Ernst & Young, LLP.

99.1			Revised Part I, Item 1. "Business," Part II, Item 7. "Management's Discussion and Analysis of Financial Condition and Results of Operations," and Part II, Item 8. "Financial Statements and Supplementary Data" of Coherent Corp.'s Annual Report on Form 10-K for the year ended June 30, 2025.

104			Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


	Coherent Corp.

Date: December 16, 2025	By:	/s/ Sherri Luther
		Sherri Luther
		Chief Financial Officer and Treasurer

Get the next $COHR alert in real time by email

Recent Analyst Ratings for

$COHR

Date	Price Target	Rating	Analyst
11/6/2025	$125.00	Outperform → Market Perform	Northland Capital
8/14/2025	$105.00	Buy → Neutral	BofA Securities
7/8/2025		Outperform	Wolfe Research
4/28/2025	$125.00 → $85.00	Buy	Needham
4/7/2025		Market Perform → Outperform	Northland Capital
4/4/2025	$85.00	Neutral → Buy	Rosenblatt
3/24/2025	$110.00 → $91.00	Outperform → Strong Buy	Raymond James
2/21/2025		Buy	Jefferies

More analyst ratings

Coherent Corp. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for
$COHR

Coherent Corp. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for
$COHR

$COHR
Insider Trading

Director Corasanti Joseph J sold $2,951,100 worth of shares (15,000 units at $196.74), decreasing direct ownership by 16% to 79,914 units (SEC Form 4)

Director Sterling Michelle M sold $329,022 worth of shares (2,000 units at $164.51), decreasing direct ownership by 19% to 8,645 units (SEC Form 4)

SVP, Finance Mocciaro Ilaria sold $224,052 worth of shares (1,377 units at $162.71), decreasing direct ownership by 5% to 24,033 units (SEC Form 4)

$COHR
Press Releases

Comtech Appoints Mary Jane Raymond to its Board of Directors

Coherent Expands Silicon Carbide Platform with 300mm Capability to Support Growing Demand of AI and Datacenters

Coherent Introduces Axon FP – A Breakthrough Fiber-Delivered Femtosecond Laser for Multiphoton Microscopy

$COHR
SEC Filings

SEC Form S-3ASR filed by Coherent Corp.