---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-022709"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2025-05-06T23:59:59+00:00"
generated_at: "2026-05-22T12:23:09.388208+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Lumentum Q3 FY2025 revenue $425.2M, beats guidance; non-GAAP EPS $0.57

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-25-022709
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2025-05-06T23:59:59+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/1633978/000162828025022709/0001628280-25-022709-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828025022709/lite-20250506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-022709
- JSON: https://secwatch.observer/filing/0001628280-25-022709.json
- Plain text: https://secwatch.observer/filing/0001628280-25-022709.txt

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