---
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"
generated_at: "2026-05-16T05:20:21.929854+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.95
calibrated_materiality_score: 0.95
confidence: "high"
source: SEC EDGAR
---

# Lumentum Q2 FY2026 revenue $665.5M (+65.5% YoY); non-GAAP EPS $1.67, well above guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.95
- calibrated_materiality_score: 0.95
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-005005
- JSON: https://secwatch.observer/filing/0001628280-26-005005.json
- Plain text: https://secwatch.observer/filing/0001628280-26-005005.txt

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