secwatch.observer — SEC 8-K summary
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Issuer:     Lumentum Holdings Inc. (LITE)
CIK:        0001633978
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001628280-25-048860
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1633978/000162828025048860/0001628280-25-048860-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1633978/000162828025048860/lite-20251104.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-048860

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer