COHERENT CORP. (COHR)

Insider Trading Filed: 2026-05-13

Key Insights

CFO Sherri R. Luther sold 2,000 shares at $372.96 per share on May 12, 2026, generating approximately $746k in proceeds, reducing her direct holdings from 70,475 to 68,475 shares.
The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on November 13, 2025, indicating this was a pre-planned, systematic transaction rather than a reactive market timing decision, which reduces concerns about negative insider sentiment.
Luther maintains a substantial direct ownership position of 68,475 shares post-transaction, demonstrating continued significant alignment with shareholder interests despite the sale.

Insider Trading Filed: 2026-05-13

Key Insights

Director Xia Howard H. acquired 2,000 shares via stock option exercise at $21.67 on 05/11/2026, followed by systematic selling of 2,000 shares across four separate tranches at prices ranging from $344-$368, resulting in net disposal of 2,000 shares.
The selling pattern shows price averaging between $344-$368 per share, significantly higher than the $21.67 exercise price, indicating substantial unrealized gains were realized during this transaction window.
Net insider position decreased from 52,298 to 50,298 shares after all transactions, suggesting modest confidence reduction or portfolio rebalancing rather than aggressive selling pressure.
The option exercise followed vesting schedule initiated August 17, 2017 with four equal annual installments, representing routine equity compensation execution rather than discretionary trading activity.

Quarterly Report Filed: 2026-05-06

Key Insights

The filing shows a fiscal year transition from the historical June 30 year-end to a March 31 year-end, with Q3 FY2026 ending March 31, 2026, indicating a significant change in the company's reporting calendar structure.
The company maintains two primary business segments (Datacenter and Communications, and Industrial) as of March 31, 2026, replacing the previous five-segment structure (Networking, Materials, Lasers, Datacenter/Communications, and Industrial) that existed as of June 30, 2025.
An Aerospace and Defense Business disposal occurred on September 2, 2025, representing a material divestiture that will impact year-over-year comparisons and suggests strategic portfolio realignment toward core operations.
The presence of Term A and Term B loan facilities with activity through March 31, 2026 indicates active debt management, though specific borrowing levels and terms would require review of the detailed financial statements to assess leverage and liquidity positions.
The extended disclosure tags for accumulated comprehensive income, retained earnings, and equity components across multiple fiscal periods suggest significant balance sheet or accounting changes that investors should examine in detail for potential impact on book value and shareholder equity.

Current Report Filed: 2026-05-06

Key Insights

Coherent Corp. reported Q3 FY2026 financial results (quarter ended March 31, 2026) via press release on May 6, 2026, indicating routine quarterly earnings disclosure with no material events flagged in the 8-K.
The filing contains minimal substantive information, with actual financial metrics, revenue trends, and guidance details relegated to exhibits (press release and investor presentation) that are explicitly marked as non-filed and not incorporated by reference, limiting legal liability.
CFO Sherri Luther signed the filing, confirming continuity in financial leadership and standard corporate governance procedures for earnings announcements.

Current Report Filed: 2026-04-28

Key Insights

Giovanni Barbarossa, Chief Strategy Officer, is transitioning from his operational role effective immediately (April 27, 2026) and will retire in September 2026, indicating a planned leadership change rather than an abrupt departure.
Barbarossa will continue as Special Advisor to the CEO during the transition period, suggesting an orderly knowledge transfer and maintained strategic continuity through his retirement date.
The filing provides no details on Barbarossa's replacement or succession plan, leaving uncertainty about how the Chief Strategy Officer role will be filled and potential implications for strategic direction.

Insider Trading Filed: 2026-04-24

Key Insights

CFO Sherri R Luther sold 2,000 shares at $351 per share on April 22, 2026, generating approximately $702,000 in proceeds, reducing her direct holdings to 70,475 shares.
The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on November 13, 2025, indicating a pre-planned, systematic divestment rather than reactive selling, which reduces concerns about negative insider sentiment.
Luther retains substantial beneficial ownership of 70,475 shares after the transaction, demonstrating continued significant financial alignment with COHERENT's performance and stakeholder interests.

Insider Trading Filed: 2026-03-18

Key Insights

Insider Howard H. Xia, a director, exercised and sold a total of 5,240 shares of Coherent Corp. (COHR) stock over the course of two days, suggesting potential profit-taking activity.
The transactions were executed at average prices ranging from $236.22 to $258.00, generating significant proceeds for the insider.
Following the reported transactions, Xia's direct beneficial ownership in the company decreased from 51,298 shares to 50,298 shares.

Insider Trading Filed: 2026-03-04

Key Insights

The reporting person, Julie Sheridan Eng, the Chief Technology Officer of Coherent Corp., sold 2,792 shares of common stock on March 2, 2026 at an average price of $291.4205 per share.
The sale was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2025.
Following the reported transaction, the reporting person still beneficially owns 50,890 shares of Coherent Corp. common stock.

Current Report Filed: 2026-03-02

Key Insights

Coherent Corp. has entered into a $2 billion private placement agreement with NVIDIA Corporation, which will support the company's research and development, capacity expansion, and operational capabilities.
The companies have also established a collaboration where NVIDIA will have access to five additional Coherent product families related to co-packaged optics, enabling next-generation AI infrastructure.
The transaction and collaboration suggest Coherent is positioning itself as a key supplier to NVIDIA, a major player in the semiconductor and AI industries, which could drive growth and strategic partnerships.

Insider Trading Filed: 2026-02-17

Key Insights

The reporting person, Sherri R. Luther, is the Chief Financial Officer of Coherent Corp. (COHR) and has disposed of 4,000 shares of the company's common stock.
The sale transaction was executed pursuant to a pre-arranged Rule 10b5-1 trading plan, indicating a planned and systematic approach to the share disposition.
The reporting person still holds a substantial number of shares (72,475) after the reported transaction, suggesting continued confidence in the company's outlook.

Insider Trading Filed: 2026-02-12

Key Insights

The reporting person, JOSEPH J CORASANTI, acquired 279 shares of Coherent Corp. common stock on 02/11/2026, increasing their direct beneficial ownership to 80,193 shares.
The acquired shares represent a restricted stock unit award that will vest on the day immediately prior to the issuer's next annual meeting of stockholders, which is expected to be on 11/11/2026.
This transaction suggests the reporting person's continued commitment and confidence in Coherent Corp. as a director of the company.

Insider Trading Filed: 2026-02-12

Key Insights

Enrico Digirolomo, a director of Coherent Corp., acquired 279 shares of the company's common stock on February 11, 2026, likely as part of a restricted stock unit award that will vest on the day before the company's next annual meeting.
This insider purchase suggests Digirolomo's confidence in Coherent's future prospects and alignment with shareholder interests.
The transaction increases Digirolomo's direct beneficial ownership to 21,357 shares, representing his continued commitment to the company.

Quarterly Report Filed: 2026-02-04

Key Insights

The company's Datacenter and Communications segment showed a decrease in revenue from the prior year, which could indicate weakening demand in this key market segment.
Gross margins declined slightly compared to the prior year, which may put pressure on the company's profitability.
The company has a significant amount of debt on its balance sheet, which could limit its financial flexibility and increase its risk profile.

Current Report Filed: 2026-02-04

Key Insights

Coherent Corp. reported its financial results for the quarter, indicating strong revenue and earnings growth compared to the prior year period.
The company provided positive guidance for the next quarter, suggesting continued momentum in its business operations.
The slide presentation included in the filing provides additional details on the company's performance and strategic initiatives, which may be of interest to investors.

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