---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-039896"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2025-08-12T23:59:59+00:00"
generated_at: "2026-05-17T14:36:09.449920+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Lumentum Q4 revenue $480.7M beats guidance; non-GAAP EPS $0.88; sees $600M quarterly revenue by June 2026

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-25-039896
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2025-08-12T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000162828025039896/0001628280-25-039896-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828025039896/lite-20250812.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-039896
- JSON: https://secwatch.observer/filing/0001628280-25-039896.json
- Plain text: https://secwatch.observer/filing/0001628280-25-039896.txt

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