---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-21-021618"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2021-11-04T23:59:59+00:00"
generated_at: "2026-06-28T13:04:10.171828+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Lumentum beats Q1 guidance; GAAP EPS $1.08, non-GAAP EPS $1.79 on revenue $448.4M

## Summary
- Net revenue $448.4M, up 14.4% QoQ but down 0.9% YoY; GAAP gross margin 51.8% vs 41.5% prior Q.
- GAAP operating margin 25.8% (up from 11.7% prior Q); non-GAAP operating margin 35.4% (up from 24.6%).
- Optical Communications segment revenue $406.0M (90.5% of total); Commercial Lasers $42.4M (+77.4% YoY).
- Cash and short-term investments $1,884.6M, down $61.4M from prior quarter.
- CEO cites strong demand but warns supply gap to widen in Q2; guidance implies larger gap.

## SEC filing metadata
- accession: 0001628280-21-021618
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2021-11-04T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000162828021021618/0001628280-21-021618-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828021021618/lite-20211104.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-21-021618
- JSON: https://secwatch.observer/filing/0001628280-21-021618.json
- Plain text: https://secwatch.observer/filing/0001628280-21-021618.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.