{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-048860","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2025-11-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.994693+00:00","generated_at":"2026-05-17T00:38:34.838259+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Lumentum Q1 FY2026 revenue $533.8M (+58% YoY); non-GAAP EPS $1.10 beats high end of guidance","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-048860","json":"https://secwatch.observer/filing/0001628280-25-048860.json","markdown":"https://secwatch.observer/filing/0001628280-25-048860.md","text":"https://secwatch.observer/filing/0001628280-25-048860.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828025048860/0001628280-25-048860-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828025048860/lite-20251104.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T00:38:34.838259+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}