secwatch / observer
8-K filed May 5, 2026, 7:59 PM ET ticker LITE CIK 0001633978
earnings confidence high sentiment positive materiality 0.90

Lumentum reports record Q3 FY26 revenue of $808.4M, up 90% YoY, with GAAP EPS $1.50

Lumentum Holdings Inc.

2026-Q3 EPS reported $2.59 revenue$2,007,700,000
item 2.02item 9.01

Machine-readable event card

schema_version
secwatch.filing_event.v1
accession
0001628280-26-030530
form_type
8-K
ticker
LITE
cik
0001633978
company_name
Lumentum Holdings Inc.
filed_at
2026-05-05T23:59:59+00:00
discovered_at
2026-05-14T18:02:32.628367+00:00
generated_at
2026-05-14T23:24:14.377658+00:00
sec_items
["2.02", "9.01"]
event_type
earnings
sentiment
positive
materiality_score
0.9
calibrated_materiality_score
0.9
confidence
high
secwatch_canonical_url
https://secwatch.observer/filing/0001628280-26-030530
json_url
https://secwatch.observer/filing/0001628280-26-030530.json
markdown_url
https://secwatch.observer/filing/0001628280-26-030530.md
text_url
https://secwatch.observer/filing/0001628280-26-030530.txt
edgar_index_url
https://www.sec.gov/Archives/edgar/data/1633978/000162828026030530/0001628280-26-030530-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/1633978/000162828026030530/lite-20260505.htm
generated_by_model
deepseek-v4-flash:cloud@v2
review_status
machine_generated
human_reviewed
false
corrected
false
correction_note
null
correction_timestamp
null
superseded_by
null
JSON Markdown Plain text

Source-grounded claims

54eb2829e2c5283f1e28ec2aba460a3c710a5aaa

Lumentum Holdings Inc. reported fiscal third quarter ended March 28, 2026 results: revenue $808.4 million, net income $144.2 million, or $1.50 per diluted share, EPS $1.50 per diluted share.

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

SEC 8-K Item 2.02 confidence 0.9 SEC evidence

Comparable filings

GME

GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback

GameStop Corp. June 2, 2026, 4:43 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

Net sales were $835.3 million for the first quarter

Filing page SEC filing

GTLB

GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges

Gitlab Inc. June 2, 2026, 4:17 PM ET earnings Items 2.02, 2.05, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

in such filing. --- EX-99.1 (EX-99.1) --- GitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7

Filing page SEC filing

PETS

PetMed Q4 sales fall 15.6% to $42.8M; FY net loss widens to $57.3M on goodwill impairment

PETMED EXPRESS INC June 2, 2026, 4:15 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

Net sales of $179.0 million compared to $227.0 million in the prior year, a decrease of 21.1%, primarily driven by a decline in prescription medication sales. • Net loss of $57.3 million, or $(2.74) per diluted share, compared to a net loss of $6.3 million, or $(0.30) per diluted share in the prior year.

Filing page SEC filing

PANW

Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)

Palo Alto Networks Inc June 2, 2026, 4:08 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This

Filing page SEC filing

YSWY

Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook

Yesway, Inc. June 2, 2026, 7:35 AM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.

Filing page SEC filing

VSCO

Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook

Victoria's Secret & Co. June 2, 2026, 7:01 AM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.

Filing page SEC filing

HPE

HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework

Hewlett Packard Enterprise Co June 1, 2026, 4:09 PM ET earnings Items 1.01, 2.02, 5.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,

Filing page SEC filing

CRDO

Credo Q4 revenue $437M (+157% YoY); guides Q1 $465-475M; CEO awarded 1.44M performance-based RSUs

Credo Technology Group Holding Ltd June 1, 2026, 4:08 PM ET earnings Items 2.02, 5.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

Comparable filing

On June 1, 2026, Credo Technology Group Holding Ltd (the "Company") issued a press release announcing its financial results for the fiscal year ended May 2, 2026.

Filing page SEC filing

Source: SEC EDGAR
accession 0001628280-26-030530
view filing index on sec.gov
view primary document

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.