Financial Data and Key Metrics Changes - The company's backlog increased from $1.25 billion to $1.4 billion sequentially [6] - Revenue for Q1 was $795 million, representing a 9% growth compared to Q1 FY'21 [6][27] - Gross margin for the quarter was 40%, showing improvement year-over-year and sequentially [7][27] - Non-GAAP EPS was $0.87, at the high end of the EPS guidance range [10][30] Business Line Data and Key Metrics Changes - Communications revenue grew 4% year-over-year, with significant contributions from Datacom [19] - Revenue from Datacom transceivers, particularly 200G, 400G, and 800G products, now represents 25% of transceiver revenue, up from 2% a year ago [19] - Industrial market revenue grew 53% year-over-year, while consumer electronics revenue increased 7% year-over-year and over 30% sequentially [22][23] - Revenue from semiconductor capital equipment grew 18% year-over-year [25] Market Data and Key Metrics Changes - Geographic revenue distribution: 50% North America, 21% China, 20% Europe, 6% Japan, and 3% rest of the world [27] - End market revenue distribution: 67% communications, 13% industrial, 7% consumer, 6% aerospace and defense, and 7% other [27] Company Strategy and Development Direction - The company is focusing on expanding investments in analog and digital ICs to enhance supply chain resilience and maintain market leadership [7][11] - Strategic investments in compound semiconductor platforms, particularly silicon carbide and indium phosphide, are being accelerated [11][14] - The company aims to build a significant position in a projected $30 billion addressable market by 2030 [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for Q2, expecting continued market momentum and strong interest from customers [10][11] - Supply chain challenges were acknowledged, but management is actively working with suppliers to mitigate impacts [42][44] - The company is not sensing over-ordering from customers, indicating strong demand trends [45][46] Other Important Information - The company incurred $4 million in COVID-related expenses and $2 million in costs to secure parts for customers during the quarter [28] - Capital expenditures for FY'22 are expected to be between $325 million and $375 million [33] Q&A Session Summary Question: Context on ASP increase and long-term commitments - Management indicated that they are positioning for long-term commitments and larger orders to balance increasing costs [40] Question: Quantification of supply chain impact on revenue - Management acknowledged supply chain issues but did not quantify the exact revenue impact, indicating ongoing efforts to close the gap [42][44] Question: Investments in silicon carbide and indium phosphide - Management stated that investments will not materialize sooner than two quarters, with effects expected around mid-FY 2023 [53] Question: Outlook for industrial segment demand - Management reported strong demand for pump lasers, particularly from China, and expects to gain market share [56] Question: Supply situation for Datacom - Management expressed confidence in their capacity to meet demand, leveraging a diverse supply chain [88] Question: Importance of DSP at higher speeds - Management indicated a mixed approach of making or buying DSPs based on application needs [92]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________________ FORM 10-Q ________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2021 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission File ...

United States SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended June 30, 2021 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission File Number: 001-39375 II-VI INCORPORATED (Exact name of registrant as specified in its charter) Pennsylvania 25-1214948 (State or other jurisdiction of incorporatio ...

| --- | --- | |-----------------------|-------| | | | | | | | | | | | | | | | | | | | Investor Presentation | | | | | | | | | August 2021 | | | | | Forward-Looking Statements This presentation contains forward-looking statements relating to future events and expectations that are based on certain assumptions and contingencies. The forward-looking statements are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 and relate to the Company's performance on ...

II-VI Incorporated (IIVI) Q4 2021 Results Conference Call August 10, 2021 9:00 AM ET Company Participants Vincent Mattera - Chief Executive Officer Mary Jane Raymond - Chief Financial Officer Giovanni Barbarossa - Chief Strategy Officer Walter Bashaw - President Conference Call Participants Paul Silverstein - Cowen and Company Ananda Baruah - Loop Capital Markets LLC James Ricchiuti - Needham & Company, LLC John Marchetti - Stifel Financial Corp Mark Miller - The Benchmark Company, LLC Richard Shannon - Cra ...

MATERIALS THAT MATTER Advanced Markets & Technologies Enabling a mobile, intelligent, and electric future May 20, 2021 Investor Event Copyright 2021, II-VI Incorporated. All rights reserved Forward-looking Statements This presentation contains forward-looking statements relating to future events and expectations that are based on certain assumptions and contingencies. The forward-looking statements are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 a ...

II-VI Incorporated (IIVI) Q3 2021 Earnings Conference Call May 6, 2021 9:00 AM ET Company Participants Chuck Mattera - Chief Executive Officer Mary Raymond - Chief Financial Officer Giovanni Barbarossa - Chief Strategy Officer and the President of the Compound Semiconductor Segment Conference Call Participants Jed Dorsheimer - Canaccord Genuity Paul Silverstein - Cowen and Company Ananda Baruah - Loop Capital Markets Harsh Kumar - Piper Sandler John Marchetti - Stifel Financial Corp Simon Leopold - Raymond ...

Company Overview - II-VI's FY20 revenue was $2.6 billion[7] - The company had $493 million in cash and equivalents as of June 30, 2020[7] - FY20 free cash flow was $160 million[7] Financial Performance & Growth - Q3 FY21 revenue reached $783 million, a 25% increase compared to Q3 FY20's $627 million[15] - The company experienced rapid revenue growth, with a CAGR of 19% over 10 years[11] - Q3 FY21 non-GAAP gross margins were 39%, an increase of 800 bps from PF Q1 FY20's 31%[19] - Total estimated synergies of $150 million from the Finisar acquisition are now projected in 24 months instead of 36 months[46] Market & Strategy - II-VI operates in diverse markets, including optical communications ($22 billion CY25 market with 14% CAGR), 3D sensing & LiDAR ($7.5 billion CY25 market with 24% CAGR), and aerospace & defense ($14 billion CY25 market with 13% CAGR)[21] - The company is ramping silicon carbide substrate capacity by 5-10x over the next 5 years[23] Acquisition of Coherent - Coherent stockholders will receive $220.00 per share in cash and 0.91 of a II-VI common share for each Coherent share[50] - $250 million of run-rate cost synergies are expected within 36 months of the Coherent transaction close[50] - Fully committed debt financing from JP Morgan of approximately $5.1 billion[50]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________________ FORM 10-Q ________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission File Num ...

II-VI Incorporated (IIVI) Q2 2021 Earnings Conference Call February 9, 2021 9:00 AM ET Company Participants Mary Jane Raymond - CFO Chuck Mattera - CEO Giovanni Barbarossa - Chief Strategy Officer and President, Compound Semiconductor segment Conference Call Participants Mark Miller - The Benchmark Company Jed Dorsheimer - Canaccord Genuity Paul Silverstein - Cowen Jim Ricchiuti - Needham & Company Vivek Arya - Bank of America Securities Richard Shannon - Craig-Hallum Ananda Baruah - Loop Capital John March ...