{"filings":[{"id":758801,"accession_number":"0001193125-26-249535","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2026-06-01T10:01:42+00:00","items":["3.02"],"status":"ready","headline":"Lumentum to exchange ~$650M convertible notes for 5.0M shares in private placement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchange of ~$650.4M principal of 0.50% Convertible Notes due 2028 for approx. 5.0M shares of common stock.","Transactions expected to close June 4, 2026; after close ~$172.2M notes remain outstanding.","Shares issued to accredited investors and QIBs under Section 4(a)(2) and Rule 144A; no cash proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94255,"accession_number":"0001628280-26-030530","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lumentum reports record Q3 FY26 revenue of $808.4M, up 90% YoY, with GAAP EPS $1.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income of $144.2M ($1.50 diluted EPS) vs. net loss of $44.1M ($0.64 loss) in Q3 FY25.","Non-GAAP diluted EPS of $2.37, up from $0.57 YoY; non-GAAP operating margin 32.2% (vs. 10.8% YoY).","Components revenue $533.3M (+77% YoY); Systems revenue $275.1M (+121% YoY).","Cash and short-term investments $3,172M, up $2,017M QoQ due to Series A Convertible Preferred Stock issuance.","CEO cites operational rigor, pricing discipline, and product mix for margin expansion; expects further gains from co-packaged optics and optical circuit switches."],"consensus_eps_estimate":null,"consensus_eps_actual":2.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":2007700000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94254,"accession_number":"0001193125-26-146256","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2026-04-08T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Lumentum exchanges ~5.7M shares for ~$474.6M in convertible notes due 2026/2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged ~$264.8M of 0.50% 2026 notes and ~$209.8M of 1.50% 2029 notes for 5.7M shares.","Exchange closes April 13, 2026; no cash proceeds received; notes canceled.","Remaining notes: ~$63.1M of 2026 notes and ~$84.5M of 2029 notes with unchanged terms.","Shares issued in private placement to accredited investors/QIBs under Section 4(a)(2).","Incremental dilution of ~0.6M shares beyond principal conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106464,"accession_number":"0001193125-26-085412","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["3.02","5.03","7.01","9.01"],"status":"ready","headline":"NVIDIA invests $2B in Lumentum; strategic optics partnership","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lumentum issued 2,876,415 Series A convertible preferred shares to NVIDIA at $695.31/share for $2B cash.","Preferred shares convert 1:1 into common stock, subject to HSR waiting period; no preemptive or redemption rights.","Dividends paid same as common on as-converted basis; holders vote with common on most matters except director elections.","NVIDIA also commits to multi-billion purchase commitment and future capacity rights for laser components.","Lumentum to build new US fab to support R&D and manufacturing for next-gen AI optical architectures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106463,"accession_number":"0001628280-26-005005","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lumentum Q2 FY2026 revenue $665.5M (+65.5% YoY); non-GAAP EPS $1.67, well above guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue of $665.5M, +24.7% QoQ and +65.5% YoY; guided high end of range.","GAAP diluted EPS $0.89; non-GAAP diluted EPS $1.67, up from $0.42 YoY.","Non-GAAP gross margin 42.5% (+1020 bps YoY); non-GAAP operating margin 25.2% (+1730 bps YoY).","OCS backlog exceeds $400M; CPO received multi-hundred-million order for delivery H1 2027.","Cash and short-term investments $1.155B, up $33.5M from Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":1199300000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106462,"accession_number":"0001193125-26-002602","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lumentum CAO Matthew Sepe to retire; Eric Chang named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew Sepe will retire as CAO effective later of Feb 6, 2026 or after filing Dec 27 2025 10-Q.","Sepe remains SVP Finance until retirement in fall 2026.","Eric Chang, 52, appointed CAO; previously CFO of Digilens and CAO of Edgio.","Chang holds B.S. in Accounting and CIS from Indiana University and is a CPA.","No change in Chang's compensation expected; standard indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122812,"accession_number":"0001193125-25-328691","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Lumentum enters $400M senior secured revolving credit facility maturing 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility includes $23M letter of credit sublimit; no amounts outstanding as of December 19, 2025.","Interest rates: Base rate +0.50%-1.50% or Term SOFR +1.50%-2.50%, based on secured net leverage ratio.","Financial covenants: secured net leverage ≤ 3.25x (step-up to 3.75x for acquisitions) and interest coverage ≥ 3.00x.","Obligations secured by substantially all assets of Lumentum and material domestic subsidiaries.","Proceeds may be used for working capital and general corporate purposes; commitments expire December 19, 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122811,"accession_number":"0001628280-25-057025","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lumentum appoints Thad Trent, CFO of onsemi, to board and audit committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thad Trent appointed to Lumentum board effective December 15, 2025, expanding membership to nine.","Mr. Trent also joins the Audit Committee of the board.","He is currently Executive VP and CFO of onsemi (NASDAQ:ON), with prior CFO roles at Cypress Semiconductor.","Board Chair Penelope Herscher cites his expertise in corporate finance, M&A, and manufacturing as mission-critical.","Mr. Trent serves until the 2026 annual meeting and will receive standard outside director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122810,"accession_number":"0001628280-25-053795","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Lumentum stockholders approve 2025 Equity Incentive Plan, elect directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["2025 Annual Meeting held Nov 19, 2025; 61.86M shares voted (87.24% quorum).","2025 Equity Incentive Plan approved: 45.65M for, 9.60M against, 0.34M abstentions.","Advisory say-on-pay passed: 49.09M for, 6.13M against, 0.36M abstentions.","All eight director nominees elected; votes ranged from 53.0M to 55.5M for.","Ratification of Deloitte as auditor approved: 61.39M for, 0.21M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122809,"accession_number":"0001628280-25-048860","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lumentum Q1 FY2026 revenue $533.8M (+58% YoY); non-GAAP EPS $1.10 beats high end of guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $533.8M (+58% YoY, +11% QoQ); Non-GAAP gross margin 39.4% (up 660bps YoY); Non-GAAP operating margin 18.7% (up 1570bps YoY).","Non-GAAP diluted EPS $1.10 vs. $0.18 in prior-year Q1; GAAP EPS $0.05 vs. GAAP loss of $1.21.","Cash and short-term investments $1,121.8M, up $244.7M sequentially.","Guidance: Expects >20% sequential revenue growth in Q2, driven by cloud transceivers, optical circuit switches, and co-packaged optics.","Components segment revenue $379.2M (+63.9% YoY); Systems $154.6M (+46.5% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":533800000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139503,"accession_number":"0001193125-25-198329","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Lumentum issues $1.265B 0.375% convertible notes due 2032, repurchases $581M of 2026 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.265B aggregate principal of 0.375% Convertible Senior Notes due 2032; net proceeds ~$1.25B.","Used $843.8M to repurchase $581.1M aggregate principal of existing 0.50% 2026 notes (incl. accrued interest).","Used $88.7M for capped call transactions; cap price initially $268.24/share to reduce dilution.","Initial conversion rate 5.3257 shares/$1,000, conversion price ~$187.77 (40% premium over $134.12 stock price).","Remaining net proceeds for general corporate purposes, including potential acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139502,"accession_number":"0001628280-25-039896","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lumentum Q4 revenue $480.7M beats guidance; non-GAAP EPS $0.88; sees $600M quarterly revenue by June 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $480.7M, up 55.9% YoY; GAAP net income $213.3M ($2.96 EPS); non-GAAP net income $63.3M ($0.88 EPS).","Cloud & Networking revenue $424.1M (88.2% of total), up 66.5% YoY driven by AI data center demand (EML chips, 800G modules).","FY2025 revenue $1.645B, up 21% YoY; GAAP net income $25.9M vs loss $546.5M in FY2024; non-GAAP EPS $2.06.","Management confident in surpassing $600M quarterly revenue by June 2026 or earlier, citing strong AI demand."],"consensus_eps_estimate":null,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":1645000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157082,"accession_number":"0001628280-25-029086","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lumentum updates Q4 FY25 guidance; specific figures not disclosed in filing text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Announced updated guidance for fiscal Q4 ending June 28, 2025.","Updated revenue outlook and other guidance details provided in Exhibit 99.1.","Management to discuss the updated outlook at BofA Global Tech Conference on June 4, 2025.","Presentation attached as exhibit; concrete figures not available in filing excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157081,"accession_number":"0001628280-25-022709","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lumentum Q3 FY2025 revenue $425.2M, beats guidance; non-GAAP EPS $0.57","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $44.1M ($0.64/share); non-GAAP net income $40.9M ($0.57/share).","Revenue up 16% YoY to $425.2M; Cloud & Networking segment $365.2M (+16.4% YoY).","GAAP gross margin 28.8% (up 1260 bps YoY); non-GAAP gross margin 35.2% (up 650 bps YoY).","Non-GAAP operating margin improved to 10.8% from negative 0.2% in prior year.","CEO Michael Hurlston cites AI-driven cloud demand driving momentum into Q4 and beyond."],"consensus_eps_estimate":1.0486,"consensus_eps_actual":-2.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":1164300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175437,"accession_number":"0001628280-25-004265","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lumentum Q2 FY25 rev $402.2M beats guidance; CEO Lowe to exit, Hurlston in","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $402.2M (+19.4% QoQ, +9.7% YoY); GAAP net loss $0.88/sh, non-GAAP EPS $0.42, above guidance high end.","Cloud & Networking segment $339.2M (84.3% of revenue), up 20.2% QoQ on strong cloud demand.","Cash and short-term investments $896.7M, down $19.4M from prior quarter.","CEO Alan Lowe to step down; Michael Hurlston appointed as new CEO to ensure smooth transition.","Company reaffirms goal of $500M quarterly revenue by end of calendar 2025."],"consensus_eps_estimate":0.8169,"consensus_eps_actual":-2.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":739100000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175436,"accession_number":"0001193125-25-019371","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Lumentum appoints Michael Hurlston as CEO; prelim Q2 rev ~$402M, EPS above guide","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Hurlston appointed President and CEO, effective Feb 7; succeeds Alan Lowe.","Lowe to remain on Board as advisor; transition agreement includes $3.2M severance.","Preliminary Q2 revenue ~$402M (above guidance $380-400M); non-GAAP EPS $0.40-$0.42 (guidance $0.30-$0.40).","Hurlston previously CEO of Synaptics and Finisar; comp includes $900k salary, $2M signing bonus, equity awards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":69358694753.28207,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192391,"accession_number":"0001193125-24-277338","cik":1633978,"company_name":"Lumentum Holdings Inc.","ticker":"LITE","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lumentum appoints Paul Lundstrom to Board of Directors effective Dec 7, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul Lundstrom appointed to Board of Directors and Audit Committee, effective Dec 7, 2024.","Lundstrom is currently CFO of Copeland; former CFO of Flex Ltd. 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