8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT PURSUANT

TO SECTION 13 OR 15(D)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported) November 20, 2014

II-VI Incorporated

(Exact Name of Registrant as Specified in Its Charter)

Pennsylvania

(State or Other Jurisdiction of Incorporation)

0-16195	25-1214948
(Commission File Number)	(IRS Employer Identification No.)

375 Saxonburg Boulevard, Saxonburg, Pennsylvania	16056
(Address of Principal Executive Offices)	(Zip Code)

(724) 352-4455

(Registrant’s Telephone Number, Including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Item 7.01 Regulation FD Disclosure

On November 20, 2014, management of II-VI Incorporated (the “Company”) will be presenting at the Furey Research Partners Hidden Gem Conference investor conference in New York, N.Y. The presentation materials are attached hereto as Exhibit 99.1 and incorporated herein by reference. These materials may also be used at one or more subsequent conferences. The information contained in the attached presentation materials is summary information that is intended to be considered in the context of the Company’s SEC filings and other public announcements. The Company undertakes no duty or obligation to publicly update or revise this information, although it may do so from time to time.

The information in this Current Report on Form 8-K, including the exhibit furnished pursuant to Item 9.01, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities under that Section. Furthermore, the information in this Current Report on Form 8-K, including the exhibit furnished pursuant to Item 9.01, shall not be deemed to be incorporated by reference into the filings of the Company under the Securities Act of 1933.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit 99.1 Investor conference presentation materials titled “Furey Research Partners Hidden Gem Conference” used beginning November 20, 2014.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

	II-VI INCORPORATED (Registrant)
Date: November 20, 2014	By:	/s/ Mary Jane Raymond
	Name:	Mary Jane Raymond
	Title:	Chief Financial Officer

EXHIBIT INDEX

Exhibit No.	Description
Exhibit 99.1.	Furey Research Partners Hidden Gem Conference Investor Conference presentation materials used beginning November 20, 2014.

EX-99.1

A Global Leader in Engineered Materials

& Opto-Electronic Components

Exhibit 99.1

Furey Research Partners

Hidden Gems Conference

November 20, 2014

New York City

Our Technologies for Tomorrow’s Innovations

www.ii-vi.com                   NASDAQ: IIVI

www.ii-vi.com      I     NASDAQ: IIVI

2

Matters discussed in this presentation may contain forward-looking

statements that are subject to risks and uncertainties.  These risks and

uncertainties could cause the forward-looking statements and II-VI

Incorporated’s (the Company’s) actual results to differ materially.  In

evaluating these forward-looking statements, you should specifically

consider the “Risk Factors”

in the Company’s most recent Form 10-K and

Form 10-Q. Forward-looking statements are only estimates and actual

events or results may differ materially.

II-VI Incorporated disclaims any obligation to update information contained

in any forward-looking statement.

This presentation contains certain non-GAAP financial measures. 

Reconciliations of non-GAAP financial measures to their most comparable

GAAP financial measures are presented at the end of this presentation.

Safe Harbor Statement

3

Our Core –

Material Excellence

Global Leader in Engineered Materials

Headquartered in Saxonburg, PA

~ 7,000 Employees in 14 Countries

FY14: $683M Revenue, 5.6% ROS

4

4 consecutive decades of profitability and counting

Fiscal Year Revenues

56%

44%

46%

22%

20%

4%

4%

4%

About II-VI

31%

32%

37%

5

Organization

Photonics

Performance Products

Laser Solutions

M&A / Integration

Tech Management

Trade Compliance

Operation Metrics

Quality

SCM

Legal

Strategic

Resources

Corporate

G&A

R&D

NPI

6

Revenue

TAM

Share

FY14

FY13

$254M      $218M

$885M

29%

Laser Solutions Segment

Leading merchant supplier of CO

2

, Fiber, and

Direct Diode industrial laser components

Leading supplier of CO

2

optics for an install

base of >70,000 high power lasers

First to service EUV Lithography CVD

Diamond optics demand

—

Laser Optics

—

Cutting Heads

—

Semiconductor Laser Chips

—

Ultra-hard Material Processing

—

Laser Source Solutions

Focused on expanding our fiber and direct

diode laser footprint as markets grow

7

Laser Solutions Segment

Vertical Cavity

Surface Emitting

Laser (VCSEL)

CO

2

Laser Optics

Laser Cutting

Heads

Laser Diode Bar

Green Laser Diode Module

8

Revenue

TAM

Share

FY14

FY13

$217M      $141M

$2.0B

11%

Photonics Segment

Worldwide supplier of cutting edge amplification,

pump, and transmission products for optical

communication networks

Service both intercontinental (undersea) and

transcontinental (terrestrial) applications

Leverage vertical integration synergies

to enable a cost structure for market

penetration and growth

—

Precision Optics

—

980nm Pumps

—

Erbium Doped Fiber Amplifiers

—

Optical Switches

—

Optical Coatings and Filters

9

Source: Worldbank.org -

Based on data from the World Telecommunication/ICT Indicators database

Worldwide Fiber Optic Penetration

10

Arrayed Amplifiers

Dual Laser Chip

980nm Pumps

40G & 100G Quad Small Form-factor

Pluggable (QSFP) Transceivers

High Performance

Optical Coatings and Filters

Optical Switches

Photonics Segment

11

Revenue

TAM

Share

FY14

FY13

$213M      $192M

$2.1B

10%

Focus on strategic markets where II-VI material

expertise and technology enables growth and new

functionality

—

Free Standing Diamond

—

Precision Optical Systems

—

High Value Material Reclamation

—

Reaction Bonded SiC Tools

—

Thermal Management

Target military platforms and applications

with growth potential

Identify emerging markets early and

enable the underpinning materials and

technology

Performance Products Segment

12

Water Cooled Silicon

Carbide Optics

Energy Harvesting

Pipe Strap

CVD Polycrystalline

Diamond

Large Panel Sapphire

Windows

Opto-mechanical

Assemblies

Performance Products Segment

13

Gross Margin

EBITDA

Operating Margin

FY15

FY16

35%

-

38%

37%

-

40%

15%

-

18%

19%

-

21%

7%

-

10%

9%

-

12%

Expectations

Margin Performance

Profitability and Expectations

Exiting FY15

200 BPS > Q3 FY14

14

Cash and Liquidity

Cash and Equivalents

Cash Flow from Operations

Long-Term Debt

(Including  current  portion)

Shareholders' Equity

FY13

$185M

$108M

$114M

$636M

FY14

$175M

$95M

$241M

$675M

Cash and Liquidity

15

Company Position

Strong Cash Position

Positive Profit Outlook

Leading Market Positions

Diverse End Markets

Global Manufacturing Footprint

Growth via Organic and Acquisitions

Ongoing $50M Stock Buyback Program

www.ii-vi.com      I     NASDAQ: IIVI

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