---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-22-012145"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2022-05-04T23:59:59+00:00"
generated_at: "2026-06-26T00:45:31.598847+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Lumentum Q3 FY2022 revenue $395.4M, GAAP EPS $0.35; issues optimistic Q4 guidance

## Summary
- Revenue $395.4M, down 11.5% Q/Q and 5.7% Y/Y; GAAP EPS $0.35, non-GAAP EPS $1.19.
- GAAP gross margin 42.3%, down 420bps Q/Q and 180bps Y/Y; non-GAAP gross margin 49.5%.
- Optical Communications revenue $344.2M (-13.4% Q/Q); Lasers revenue $51.2M (+62% Y/Y).
- Issued $861M of 0.50% Convertible Notes due 2028; used $200M to repurchase 2.0M shares.
- CEO expects demand to outpace supply by >$100M in Q4; Q4 revenue to increase; double-digit growth in FY2023.

## SEC filing metadata
- accession: 0001628280-22-012145
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2022-05-04T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000162828022012145/0001628280-22-012145-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828022012145/lite-20220504.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-22-012145
- JSON: https://secwatch.observer/filing/0001628280-22-012145.json
- Plain text: https://secwatch.observer/filing/0001628280-22-012145.txt

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