secwatch.observer — SEC 8-K summary
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Issuer:     Lumentum Holdings Inc. (LITE)
CIK:        0001633978
Form:       8-K
Filed at:   2026-02-03T23:59:59+00:00
Accession:  0001628280-26-005005
Event type: earnings
Sentiment:  positive
Materiality: 0.95
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1633978/000162828026005005/0001628280-26-005005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1633978/000162828026005005/lite-20260203.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-005005

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