IIVI

• Q4 GAAP gross margin was 38.5%, up 277 basis points year-over-year; non-GAAP gross margin was 40.2%, up 215 basis points.
• Q4 GAAP diluted EPS was $1.19, up $2.02 year-over-year; non-GAAP diluted EPS was $1.74, up $0.74.
• Full year fiscal 2026 revenue was $7.12 billion, up 22.5% year-over-year; GAAP diluted EPS was $4.12, non-GAAP diluted EPS was $5.61.
• For Q1 fiscal 2027, the company expects revenue between $2.2 billion and $2.4 billion, and non-GAAP EPS between $1.85 and $2.05.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• GAAP gross margin was 37.7%, up 243 basis points year-over-year; non-GAAP gross margin was 39.6%, up 105 basis points.
• GAAP diluted EPS was $0.97, up $1.08 year-over-year; non-GAAP diluted EPS was $1.41, up $0.50.
• For Q4 FY2026, the company expects revenue between $1.91 billion and $2.05 billion and non-GAAP EPS between $1.52 and $1.72.
• The company cited strong demand in datacenter and communications businesses as a key driver.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The transition is effective as of April 27, 2026, and he will retire in September 2026.
• Barbarossa will serve as Special Advisor to the CEO from the Transition Date until his retirement date, to be determined later.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Coherent issued and sold 7,788,161 shares of common stock to NVIDIA at $256.80 per share, for an aggregate purchase price of $2 billion in cash.
• The shares were sold in a private placement exempt under Section 4(a)(2) of the Securities Act of 1933.
• NVIDIA's investment will support Coherent's R&D, capacity expansion, and U.S.-based manufacturing footprint.
• The companies also announced a collaboration giving NVIDIA access to five additional Coherent product families related to co-packaged optics for AI infrastructure.

3.02 Unregistered Sales of Equity Securities · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• GAAP gross margin was 36.9%, up 145 basis points year-over-year; non-GAAP gross margin was 39.0%, up 77 basis points year-over-year.
• GAAP diluted EPS was $0.76, up 71% year-over-year; non-GAAP diluted EPS was $1.29, up 35% year-over-year.
• For Q3 FY2026, the company expects revenue between $1.70 billion and $1.84 billion, non-GAAP gross margin between 38.5% and 40.5%, and non-GAAP EPS between $1.28 and $1.48.
• The company closed the sale of its Munich tools product division at the end of January 2026; Q3 outlook includes $5 million of revenue from that business prior to the close.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The filing includes financial statements and exhibits for the fiscal year ended June 30, 2025.
• The report covers the company's financial results, including segment data for Datacenter and Communications and Industrial segments.
• The filing also includes details on debt facilities, including Term Loan A and B facilities, and senior notes due 2029.
• The company is identified as II-VI Incorporated (CIK 0000820318).

8.01 Other Events · 9.01 Financial Statements and Exhibits

• On November 20, 2025, Coherent Corp. entered into a Waiver Agreement with Bain Capital, holder of its Series B-1 and B-2 Convertible Preferred Stock.
• Bain Capital irrevocably and unconditionally waived all rights to receive dividends on any or all shares of the Series B Preferred Stock on or after the date of the agreement.
• The waiver is intended to align Bain Capital's interests with those of common shareholders and support Coherent's strategic priorities.
• The agreement was reported under Item 8.01 as an other event, not tied to a specified item like earnings or M&A.

8.01 Other Events

• Coherent Corp. held its Annual Meeting of Shareholders on November 13, 2025, with 87.62% of votes present.
• The non-binding advisory vote on executive compensation (Proposal 2) was approved with 147,235,758 votes for, 5,194,005 against, and 663,697 abstentions.
• Shareholders ratified the selection of Ernst & Young LLP as independent auditor for fiscal year ending June 30, 2026, with 161,561,608 votes for.
• The report was filed under Item 5.07 to disclose the results of these shareholder votes.

5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits