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LITE US
Lumentum Holdings Inc.
(LITE US)
$756.17
+3.63
0.48%
Ext:
$759.90
+3.73
0.49%
(Market Closed · 00:00:00 UTC)
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SEC Filings
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Financials
(51)
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10-K
FY 2026
ended 27 Jun 2026
17 Aug
10-Q
Q3
ended 28 Mar 2026
5 May
10-Q
Q2
ended 27 Dec 2025
3 Feb
10-Q
Q1
ended 27 Sept 2025
4 Nov 2025
10-K
FY 2025
ended 28 Jun 2025
19 Aug 2025
10-Q
Q3
ended 29 Mar 2025
7 May 2025
10-Q
Q2
ended 28 Dec 2024
6 Feb 2025
10-Q
Q1
ended 28 Sept 2024
8 Nov 2024
10-K
FY 2024
ended 29 Jun 2024
21 Aug 2024
10-Q
Q3
ended 30 Mar 2024
7 May 2024
10-Q
Q2
ended 30 Dec 2023
8 Feb 2024
10-Q
Q1
ended 30 Sept 2023
8 Nov 2023
10-K
FY 2023
ended 1 Jul 2023
23 Aug 2023
10-Q
Q3
ended 1 Apr 2023
9 May 2023
10-Q
Q2
ended 31 Dec 2022
9 Feb 2023
Events
(106)
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8-K
Results of Operations and Financial Condition
11 Aug
8-K
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
30 Jul
8-K
Unregistered Sales of Equity Securities
1 Jun
8-K
Results of Operations and Financial Condition
5 May
8-K
Unregistered Sales of Equity Securities
8 Apr
8-K
NVIDIA Announces Strategic Partnership with Lumentum to DevelopState-of-the-ArtOptics Technology
2 Mar
8-K
Results of Operations and Financial Condition
3 Feb
8-K
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
5 Jan
8-K
Entry into a Material Definitive Agreement
22 Dec 2025
8-K
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
15 Dec 2025
8-K
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
24 Nov 2025
8-K
Results of Operations and Financial Condition
4 Nov 2025
8-K
Entry into Material Agreement
8 Sep 2025
8-K
Results of Operations and Financial Condition
12 Aug 2025
8-K
Q4 FY25 Updated Outlook June 3, 2025© 2024 Lumentum Operations LLC 2 Forward Looking Statements and Financial Presentation This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These include statements regarding our guidance with respect to future net revenue, non-GAAP diluted earnings per share, and non-GAAP operating margins, and related assumptions. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected. Among the factors that could cause actual results to differ from those contemplated are: (a) uncertainty and volatility in the global markets, including uncertainty and volatility in the macroeconomic environment, volatility and uncertainty with respect to economic growth, inflationary pressures, changes in the political or economic environment, such as geopolitical conflicts, war, trade and export restrictions, including for certain rare earth minerals, and the imposition of tariffs or other duties, and the effect of such market disruptions on demand for our products, technology spending by our customers, our costs and expenses and our ability to obtain components for our products; (b) quarter-over-quarter product mix fluctuations, which can materially impact profitability measures due to the broad gross margin ranges across our portfolio; (c) decline of average selling prices across our businesses or increase in costs, either of which will also decrease our margins; (d) effects of seasonality; (e) the ability of our suppliers and contract manufacturers to meet production, quality, and delivery requirements for our forecasted demand; (f) changes in customer demand, including due to changes in inventory practices and end-customer demand; (g) our ability to attract and retain new customers, particularly in the cloud photonics and imaging and sensing markets; (h) the risk that our markets will not grow or develop as expected or that our strategies and ability to compete in those markets are not successful, (i) the risk that Lumentum’s financing or operating strategies will not be successful; (j) risks related to our restructuring initiatives and changes to our operations, and (k) failure to successfully integrate Cloud Light into our business or that we will not achieve the expected benefits. For more information on these and other risks, please refer to the "Risk Factors" section included in the Company’s Quarterly Report on Form 10-Q for the fiscal quarter ended March 29, 2025, filed with the Securities and Exchange Commission (the “SEC”). The forward-looking statements contained in this presentation are made as of the date hereof and the Company assumes no obligation to update such statements, except as required by applicable law. Unless otherwise stated, all financial results and projections are on a non-GAAP basis. Our GAAP results, details about our non-GAAP financial measures, and a reconciliation between GAAP and non-GAAP results can be found in our fiscal third quarter of 2025 earnings press release which is available on our web site, www.lumentum.com, under the investors section. We have not provided reconciliations from GAAP to non-GAAP measures for our outlook. A large portion of non-GAAP adjustments, such as stock-based compensation, acquisition related costs, amortization of acquired intangibles, amortization of acquired inventory fair value, restructuring and related charges, foreign exchange gains and losses, net, non-cash interest expense on convertible notes, intangible assets write-off, integration related costs, non-GAAP income tax reconciling adjustments, and other costs and contingencies unrelated to current and future cash flows, are by their nature highly volatile and we have low visibility as to the range that may be incurred in the future.© 2024 Lumentum Operations LLC 3 Q4 FY25 Updated Outlook (Non-GAAP) Q4 FY25 Updated Outlook June 3, 2025 Q4 FY25 Original Guidance May 6, 2025 $465 - $475$440 - $470Revenue ($M) 14.0% - 15.0%13.0% - 14.0%Operating Margin $0.78 - $0.85$0.70 - $0.80Diluted EPS 72.772.7Diluted Shares (M) Revenue Outlook continues to improve: – $500M Revenue to be achieved next quarter (Q1 FY26), one quarter earlier than prior expectations – $600M Revenue Outlook per quarter unchanged, expected by Q4 FY26/Q1 FY27 time frameThank You
3 Jun 2025
Insider Ownership
(802)
Expand
4
Ali Wajid
2 Oct
4
Wupen Yuen
30 Sep
4
Wupen Yuen
25 Sep
4
Wupen Yuen
23 Sep
4
Wupen Yuen
18 Sep
4
Wupen Yuen
15 Sep
4
Wupen Yuen
10 Sep
4
Wupen Yuen
4 Sep
4
Wupen Yuen
1 Sep
4
HURLSTON MICHAEL E.
27 Aug
4
HURLSTON MICHAEL E.
27 Aug
4
Wupen Yuen
27 Aug
4
Retort Vincent
27 Aug
4
Kim Jae
27 Aug
4
Chang Eric
27 Aug
Beneficial Ownership
(83)
Expand
SC 13G/A
Lumentum Holdings Inc.
8 Jul
SC 13G/A
Lumentum Holdings Inc.
14 May
SC 13G/A
Lumentum Holdings Inc.
6 May
SC 13G
Lumentum Holdings Inc.
30 Apr
SC 13G
Lumentum Holdings Inc.
29 Apr
SC 13G/A
Lumentum Holdings Inc.
24 Apr
SC 13G/A
Lumentum Holdings Inc.
27 Mar
SC 13G/A
Lumentum Holdings Inc.
5 Feb
SC 13G/A
Lumentum Holdings Inc.
13 Nov 2025
SC 13G/A
Lumentum Holdings Inc.
7 Nov 2025
SC 13G/A
Lumentum Holdings Inc.
6 Nov 2025
SC 13G/A
Lumentum Holdings Inc.
5 Nov 2025
SC 13G/A
Lumentum Holdings Inc.
14 Aug 2025
SC 13G/A
Lumentum Holdings Inc.
14 Aug 2025
SC 13G/A
Lumentum Holdings Inc.
13 Aug 2025
Other Ownership
(109)
Expand
144
Ali Wajid
1 Oct
144
Wupen Yuen
29 Sep
144
Wupen Yuen
28 Sep
144
Wupen Yuen
25 Sep
144
Wupen Yuen
24 Sep
144
Wupen Yuen
23 Sep
144
Wupen Yuen
22 Sep
144
Wupen Yuen
21 Sep
144
Wupen Yuen
18 Sep
144
Wupen Yuen
17 Sep
144
Wupen Yuen
16 Sep
144
Wupen Yuen
15 Sep
144
Wupen Yuen
14 Sep
144
Wupen Yuen
11 Sep
144
Wupen Yuen
10 Sep
Proxies
(41)
Expand
ARS
ANNUAL REPORT TO SECURITY HOLDERS
6 Oct
DEFA14A
DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS
6 Oct
DEF 14A
DEFINITIVE PROXY STATEMENT
6 Oct
ARS
ANNUAL REPORT TO SECURITY HOLDERS
7 Oct 2025
DEFA14A
DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS
7 Oct 2025
DEF 14A
DEFINITIVE PROXY STATEMENT
7 Oct 2025
ARS
ANNUAL REPORT TO SECURITY HOLDERS
3 Oct 2024
DEFA14A
DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS
3 Oct 2024
DEF 14A
DEFINITIVE PROXY STATEMENT
3 Oct 2024
DEF 14A
Definitive proxy statement
8 Nov 2023
DEFA14A
Definitive additional materials
22 Sep 2023
DEF 14A
Definitive proxy statement
22 Sep 2023
ARS
Annual report to security holders
22 Sep 2023
DEFA14A
DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS
28 Sep 2022
DEF 14A
DEFINITIVE PROXY STATEMENT
28 Sep 2022
Registrations
(53)
Expand
S-8
Registration statement (employee benefit plan)
19 Nov 2025
S-8
Registration statement (employee benefit plan)
14 Apr 2025
S-8
Registration statement (employee benefit plan)
6 Feb 2025
S-8
Registration statement (employee benefit plan)
9 Feb 2024
S-8
Registration statement (employee benefit plan)
30 Nov 2023
S-8
Registration statement (employee benefit plan)
4 Aug 2022
S-8
Registration statement (employee benefit plan)
9 May 2022
425
Business combination communication
23 Mar 2021
425
Business combination communication
18 Mar 2021
425
Business combination communication
17 Mar 2021
425
Business combination communication
12 Mar 2021
425
Business combination communication
10 Mar 2021
425
Business combination communication
8 Mar 2021
425
Business combination communication
4 Mar 2021
425
Business combination communication
12 Feb 2021
Filing Review Correspondence
(20)
Expand
CORRESP
Filing review correspondence
7 Oct 2025
CORRESP
Filing review correspondence
16 Sep 2025
CORRESP
Filing review correspondence
16 Oct 2024
CORRESP
Filing review correspondence
19 Sep 2024
CORRESP
Filing review correspondence
2 Aug 2024
CORRESP
Filing review correspondence
17 Jul 2024
CORRESP
Filing review correspondence
9 May 2024
CORRESP
Filing review correspondence
24 Apr 2024
CORRESP
Filing review correspondence
21 Mar 2024
CORRESP
Filing review correspondence
15 Mar 2024
CORRESP
Filing review correspondence
26 May 2021
CORRESP
Filing review correspondence
5 May 2021
CORRESP
Filing review correspondence
31 May 2018
CORRESP
Filing review correspondence
27 Jan 2017
CORRESP
Filing review correspondence
14 Jul 2015
SEC Orders And Notices
(1)
Expand
EFFECT
Notice of effectiveness
31 May 2018
Other
(12)
Expand
SD
SD
1 Jun
SD
SD
30 May 2025
SD
SD
31 May 2024
SD
SD
31 May 2023
SD
SD
31 May 2022
SD
SD
28 May 2021
SD
SD
29 May 2020
SD
SD
31 May 2019
SD
SD
31 May 2018
SD
SD
31 May 2017
SD
SD
31 May 2016
CERTNAS
AUTO-GENERATED PAPER DOCUMENT
17 Jul 2015
Financials & Metrics
Financials
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