---
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"
generated_at: "2026-05-17T00:38:34.838259+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Lumentum Q1 FY2026 revenue $533.8M (+58% YoY); non-GAAP EPS $1.10 beats high end of guidance

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-048860
- JSON: https://secwatch.observer/filing/0001628280-25-048860.json
- Plain text: https://secwatch.observer/filing/0001628280-25-048860.txt

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