EveryTie.

Coherent — Supply Chain & Business Relationships

Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.

Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.

2 customers1 partner2 competitors2 ownership ties7 source filings

Where it sits in the AI-server chain

The stages where a filing quote places this company on the AI-server chain.

Customers (companies it supplies)

Supplies to → NVIDIA
Filed 2026-08-14 · 7 days ago
“During fiscal 2026, we announced the expansion of our Sherman, Texas, manufacturing facility, entered into a strategic multi-year supply agreement with NVIDIA for advanced lasers and optical networking products supporting next-generation AI infrastructure, and received a $50 million preliminary memorandum of terms under the CHIPS and Science Act to support the Sherman expansion.”
— COHR 10-K, filed 2026-08-14 EDGAR · View source filing ↗
Filed 2026-08-14 · 7 days ago
“In January 2025, we received an inquiry from BIS concerning past product sales to Huawei … We have stopped shipping products to Huawei”
— COHR 10-K, filed 2026-08-14 EDGAR · View source filing ↗

Partners & collaborations

Partners with ↔ NVIDIA
Last confirmed 2026-08-12 · 9 days ago · corroborated by 3 filings
“Announced multi-year strategic agreements with Coherent, Corning and Lumentum to accelerate innovation in advanced optics technologies.”
— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

Competitors

Competes with ↔ MKSI
Filed 2026-02-24 · 178 days ago
“Coherent Corp., Excelitas Technologies Corp., Jenoptik AG and Thorlabs, Inc. offer products that compete with our laser and photonics products.”
— MKSI 10-K, filed 2026-02-24 EDGAR · View source filing ↗
Competes with ↔ Wolfspeed
Filed 2025-08-26 · 360 days ago
“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as Coherent, Inc., SiCrystal GmbH, IQE plc, and Resonac Holdings Corporation in the United States, Europe and Japan.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗

Ownership & investments

Held by ← NVIDIA Major investment
Filed 2026-08-14 · 7 days ago
“Separately, on March 2, 2026, NVIDIA made a $2 billion investment in the Company, through the purchase of shares of the Company’s Common Stock in a private placement.”
— COHR 10-K, filed 2026-08-14 EDGAR · View source filing ↗
Filed 2025-08-15 · 371 days ago
“by and between Bain Capital Private Equity, LP (“BCPE”) and us (the “Investment Agreement”)”
— COHR 10-K, filed 2025-08-15 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-14): not mentioned in it.

Filed activity

Filings by Coherent itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.

2026-08-12Earnings releaseCOHERENT CORP. REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2026 RESULTS
• Q4 REVENUE OF $2.05B, INCREASED 34% Y/Y AND 42% Y/Y ON A PRO FORMA BASIS • Q4 GAAP GROSS MARGIN OF 38.5%, INCREASED 277 bps Y/Y; Q4 NON-GAAP GROSS MARGIN OF 40.2%, INCREASED 215 bps Y/Y • Q4 GAAP EPS OF $1.19, INCREASED $2.02 Y/Y; Q4 NON-GAAP EPS OF $1.74, INCREASED $0.74 Y/Y SAXONBURG, Pa., August 12, 2026 – Coherent Corp.
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(NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its fiscal fourth quarter and full year fiscal 2026 ended June 30, 2026. Revenue for the fourth quarter of fiscal 2026 was $2.05 billion, with GAAP gross margin of 38.5% and GAAP net income of $1.19 per diluted share. On a non-GAAP basis, gross margin was 40.2% with net income per diluted share of $1.74. “Fiscal 2026 was an outstanding year for Coherent, with record revenue, significant margin expansion, and non-GAAP EPS growth that was more than twice the rate of revenue growth,” said Jim Anderson, CEO. “We enter fiscal 2027 with exceptional customer demand, expanding production capacity, and multiple new growth platforms beginning to ramp.
— Form 8-K · Items 2.02, 7.01, 9.01 · US SEC EDGAR · View source filing ↗
2026-05-06Earnings releaseCOHERENT CORP. REPORTS THIRD QUARTER FISCAL 2026 RESULTS
• Q3 REVENUE OF $1.81B, INCREASED 21% Y/Y AND 27% Y/Y ON A PRO FORMA BASIS • Q3 GAAP GROSS MARGIN OF 37.7%, INCREASED 243 bps Y/Y; Q3 NON-GAAP GROSS MARGIN OF 39.6%, INCREASED 105 bps Y/Y • Q3 GAAP EPS OF $0.97, INCREASED $1.08 Y/Y; Q3 NON-GAAP EPS OF $1.41, INCREASED $0.50 Y/Y SAXONBURG, Pa., May 6, 2026 (GLOBE NEWSWIRE) – Coherent Corp.
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(NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its third quarter of fiscal year 2026 ended March 31, 2026. Revenue for the third quarter of fiscal 2026 was $1.81 billion, with GAAP gross margin of 37.7% and GAAP net income of $0.97 per diluted share. On a non-GAAP basis, gross margin was 39.6% with net income per diluted share of $1.41. “We delivered another quarter of strong financial performance, with accelerating revenue growth, expanding margins, and improving profitability, driven by exceptionally strong demand across our datacenter and communications businesses,” said Jim Anderson, CEO. “As AI datacenter infrastructure continues to scale, we are rapidly expanding capacity to meet demand.
— Form 8-K · Items 2.02, 7.01, 9.01 · US SEC EDGAR · View source filing ↗
2026-02-04Earnings releaseCOHERENT CORP. REPORTS SECOND QUARTER FISCAL 2026 RESULTS
• Q2 REVENUE OF $1.69B, INCREASED 17% Y/Y; AND, ON A PRO FORMA BASIS, 22% Y/Y ADJUSTED FOR SALE OF AEROSPACE & DEFENSE BUSINESS • Q2 GAAP GROSS MARGIN OF 36.9%, INCREASED 145 bps Y/Y; Q2 NON-GAAP GROSS MARGIN OF 39.0%, INCREASED 77 bps Y/Y • Q2 GAAP EPS OF $0.76, INCREASED 71% Y/Y; Q2 NON-GAAP EPS OF $1.29, INCREASED 35% Y/Y SAXONBURG, Pa., February 4, 2026 (GLOBE NEWSWIRE) – Coherent Corp.
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(NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its second quarter of fiscal year 2026 ended December 31, 2025. Revenue for the second quarter of fiscal 2026 was $1.69 billion, with GAAP gross margin of 36.9% and GAAP net income of $0.76 per diluted share. On a non-GAAP basis, gross margin was 39.0% with net income per diluted share of $1.29. Jim Anderson, CEO, said, “We delivered strong year-over-year revenue growth in the December quarter, driven by another quarter of strong demand in our datacenter and communications segment.
— Form 8-K · Items 2.02, 7.01, 9.01 · US SEC EDGAR · View source filing ↗
2025-11-05Earnings releaseCOHERENT CORP. REPORTS FIRST QUARTER FISCAL 2026 RESULTS
• Q1 REVENUE OF $1.58B, INCREASED 17% Y/Y AND, ON A PRO FORMA BASIS, 19% Y/Y ADJUSTED FOR SALE OF AEROSPACE & DEFENSE BUSINESS • Q1 GAAP GROSS MARGIN OF 36.6%, INCREASED 249 bps Y/Y; Q1 NON-GAAP GROSS MARGIN OF 38.7%, INCREASED 200 bps Y/Y • Q1 GAAP EPS OF $1.19, IMPROVED $1.23 Y/Y; Q1 NON-GAAP EPS OF $1.16, IMPROVED $0.49 Y/Y SAXONBURG, Pa., November 5, 2025 (GLOBE NEWSWIRE) – Coherent Corp.
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(NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its first quarter of fiscal year 2026 ended September 30, 2025. Revenue for the first quarter of fiscal 2026 was $1.58 billion, with GAAP gross margin of 36.6% and GAAP net income of $1.19 per diluted share. On a non-GAAP basis, gross margin was 38.7% with net income per diluted share of $1.16. Jim Anderson, CEO, said, “Revenue growth of 19% year-over-year in the September quarter on a pro forma basis was driven by strong demand from AI-related datacenters and communications.
— Form 8-K · Items 2.02, 7.01, 9.01 · US SEC EDGAR · View source filing ↗
2025-08-13Earnings releaseCOHERENT CORP. REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2025 RESULTS
• FY25 REVENUE OF $5.81B, INCREASED 23% Y/Y • FY25 GAAP GROSS MARGIN OF 35.2%, INCREASED 424 bps Y/Y; FY25 NON-GAAP GROSS MARGIN OF 37.9%, INCREASED 358 bps Y/Y • FY25 GAAP LOSS OF $0.52, IMPROVED $1.32 Y/Y; FY25 NON-GAAP EPS OF $3.53, IMPROVED $2.32 Y/Y SAXONBURG, Pa., Aug. 13, 2025 (GLOBE NEWSWIRE) – Coherent Corp.
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(NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for the fiscal fourth quarter and full year fiscal 2025 ended June 30, 2025. Revenue for the fourth quarter of fiscal 2025 was a record $1.53 billion, with GAAP gross margin of 35.7% and GAAP net loss of $0.83 per diluted share. On a non-GAAP basis, gross margin was 38.1% with net income per diluted share of $1.00. Revenue for the full year fiscal 2025 was a record $5.81 billion, with GAAP gross margin of 35.2% and GAAP net loss of $0.52 per diluted share. On a non-GAAP basis, gross margin was 37.9% with net income per diluted share of $3.53. Jim Anderson, CEO, said, “We delivered a strong fiscal 2025 with revenue growth of 23% and non-GAAP EPS expansion of 191%.
— Form 8-K · Items 2.02, 7.01, 9.01 · US SEC EDGAR · View source filing ↗