---
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"
generated_at: "2026-05-14T23:24:14.377658+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- GAAP net income of $144.2M ($1.50 diluted EPS) vs. net loss of $44.1M ($0.64 loss) in Q3 FY25.
- Non-GAAP diluted EPS of $2.37, up from $0.57 YoY; non-GAAP operating margin 32.2% (vs. 10.8% YoY).
- Components revenue $533.3M (+77% YoY); Systems revenue $275.1M (+121% YoY).
- Cash and short-term investments $3,172M, up $2,017M QoQ due to Series A Convertible Preferred Stock issuance.
- CEO cites operational rigor, pricing discipline, and product mix for margin expansion; expects further gains from co-packaged optics and optical circuit switches.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000162828026030530/0001628280-26-030530-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828026030530/lite-20260505.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-030530
- JSON: https://secwatch.observer/filing/0001628280-26-030530.json
- Plain text: https://secwatch.observer/filing/0001628280-26-030530.txt

## Source-grounded claims
- claim_id: 54eb2829e2c5283f1e28ec2aba460a3c710a5aaa
  claim: 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.
  evidence_excerpt: 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;
  evidence_url: https://www.sec.gov/Archives/edgar/data/1633978/000162828026030530/0001628280-26-030530-index.htm

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