{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-005005","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2026-02-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.697198+00:00","generated_at":"2026-05-16T05:20:21.929854+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"confidence":"high","headline":"Lumentum Q2 FY2026 revenue $665.5M (+65.5% YoY); non-GAAP EPS $1.67, well above guidance","bullets":["Net revenue of $665.5M, +24.7% QoQ and +65.5% YoY; guided high end of range.","GAAP diluted EPS $0.89; non-GAAP diluted EPS $1.67, up from $0.42 YoY.","Non-GAAP gross margin 42.5% (+1020 bps YoY); non-GAAP operating margin 25.2% (+1730 bps YoY).","OCS backlog exceeds $400M; CPO received multi-hundred-million order for delivery H1 2027.","Cash and short-term investments $1.155B, up $33.5M from Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-005005","json":"https://secwatch.observer/filing/0001628280-26-005005.json","markdown":"https://secwatch.observer/filing/0001628280-26-005005.md","text":"https://secwatch.observer/filing/0001628280-26-005005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828026005005/0001628280-26-005005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828026005005/lite-20260203.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T05:20:21.929854+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"}