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Coherent
Coherent (COHR) investor relations material
Coherent Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Strategic partnerships and agreements
Announced a significant expansion of partnership with NVIDIA, including a $2 billion equity investment and a multi-year, multi-billion dollar R&D and supply chain agreement focused on photonics and optics for data center innovation and power efficiency.
The NVIDIA agreement covers multiple product lines, notably high-power CW lasers for CPO, and is expected to drive substantial revenue and catalyze more long-term agreements with other customers.
Capital allocation and capacity expansion
Top priority for capital allocation is expanding manufacturing capacity, especially at the Sherman, Texas facility, to meet demand for CPO solutions.
Proceeds from divestitures and investments have been used to pay down debt and fund capacity increases, with leverage ratio reduced to 1.7, below the target of 2.
CapEx investments are supported by a strong balance sheet and are focused on long-term growth.
Portfolio optimization and investment focus
Annual portfolio reviews have led to increased investment in high-growth, high-margin areas like data center communications and divestiture of non-strategic, lower-margin businesses.
Incremental investments are prioritized based on immediate large orders and long-term growth potential, with a focus on data center, pluggable transceivers, and CPO technologies.
How does NVIDIA deal reshape LTA strategy?
Beyond 6-inch wafers, how to ease InP constraint?
What is the growth potential of THERMADITE/thermoelectrics?
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Next Coherent earnings date
Status update17 Mar, 2026
Coherent
Next Coherent earnings date
Status update17 Mar, 2026
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Frequently asked questions
Coherent Corp., formerly II-VI Incorporated, develops, manufactures, and markets engineered materials, optoelectronic components, and devices worldwide. II-VI serves the technology industries with a broad range of materials, components, and devices used in precision manufacturing processes. These products are available in numerous configurations for specific customer applications. II-VI Incorporated has its own strategic accounts, including 10 of the top 100 manufacturing companies in the United States. In recent years, the Company has expanded rapidly through acquisition. Customers include customers in the telecommunications equipment industry (including the optical network terminal market); space industry (primarily satellites) and other customers in military communications; high technology electronics manufacturing equipment; medical testing equipment; medical device industry; pharmaceuticals; biotechnology; academic research lamp industry; automotive electronics related markets (such as automotive headlights).
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