Coherent — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
2 家客戶1 家合作夥伴2 家競爭對手2 持股關係7 份來源申報文件
收錄於供應鏈主題地圖：半導體設備與材料
客戶（其供應的公司）
供應給 →
NVIDIA
申報於 2026-08-14 · 17 天前
“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，申報於 2026-08-14 EDGAR · 查看原始申報文件 ↗Coherent 於 2026 會計年度與 NVIDIA 簽訂多年策略供應協議，由 Coherent 供應先進雷射與光網路產品，支援下一代人工智慧基礎設施。（以原文為準）
申報於 2026-08-14 · 17 天前
“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，申報於 2026-08-14 EDGAR · 查看原始申報文件 ↗Coherent 在 2025 年 1 月收到 BIS 關於過去向 Huawei 銷售產品的詢問，且已停止向 Huawei 出貨。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
NVIDIA
最近確認於 2026-08-12 · 19 天前 · 經 3 份申報文件佐證
“Announced multi-year strategic agreements with Coherent, Corning and Lumentum to accelerate innovation in advanced optics technologies.”— NVDA 8-K，申報於 2026-05-20 EDGAR · 查看原始申報文件 ↗NVIDIA 宣布與 Coherent、Corning 和 Lumentum 簽訂多年策略協議，以加速先進光學技術的創新。（以原文為準）
競爭對手
相互競爭 ↔
MKSI
申報於 2026-02-24 · 188 天前
“Coherent Corp., Excelitas Technologies Corp., Jenoptik AG and Thorlabs, Inc. offer products that compete with our laser and photonics products.”— MKSI 10-K，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗Coherent、Excelitas Technologies、Jenoptik 及 Thorlabs 的產品與 MKSI 的雷射及光電產品競爭。（以原文為準）
相互競爭 ↔
Wolfspeed
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Coherent 是 Wolfspeed 在美國、歐洲和日本市場的競爭者之一。（以原文為準）
所有權與投資
申報於 2026-08-14 · 17 天前
“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，申報於 2026-08-14 EDGAR · 查看原始申報文件 ↗NVIDIA 於 2026 年 3 月 2 日以私募方式認購 Coherent 普通股，投資 Coherent 20 億美元。（以原文為準）
獲其持股 ←
Bain Capital Private Equity
申報於 2025-08-15 · 381 天前
“by and between Bain Capital Private Equity, LP (“BCPE”) and us (the “Investment Agreement”)”— COHR 10-K，申報於 2025-08-15 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-14 申報之 Form 10-K）中再次確認：該年報未再提及Bain Capital Private Equity 與 Coherent 之間簽訂了投資協議。（以原文為準）
公司公告
Coherent 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
• 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.（申報原文節錄，以原文為準）顯示更多原文
(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 · 項目 2.02, 7.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• 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.（申報原文節錄，以原文為準）顯示更多原文
(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 · 項目 2.02, 7.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• 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.（申報原文節錄，以原文為準）顯示更多原文
(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 · 項目 2.02, 7.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• 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.（申報原文節錄，以原文為準）顯示更多原文
(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 · 項目 2.02, 7.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• 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.（申報原文節錄，以原文為準）顯示更多原文
(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 · 項目 2.02, 7.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗