---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-055726"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2026-08-11T20:24:11+00:00"
generated_at: "2026-08-11T20:25:24.104487+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Lumentum Q4 revenue $1.01B (+109% YoY); Q1 FY27 guide midpoint $1.25B on AI demand

## Summary
- Q4 FY26 net revenue $1.006B, up 24.5% QoQ and 109.3% YoY; non-GAAP EPS $3.23 vs $0.88 a year ago.
- GAAP net loss $7.2B ($84.65/share) driven by one-time $7.8B non-cash loss on convertible notes equitization.
- FY26 revenue $3.014B, up 83.2% YoY; non-GAAP EPS $8.67 vs $2.06 in FY25.
- Q1 FY27 guidance: revenue $1.225-1.275B, non-GAAP op margin 39.5-40.5%, non-GAAP EPS $4.05-4.35.
- CEO cites AI demand, 1.6T cloud module adoption, CPO lasers and ELS orders; TAM expansion cited.

## SEC filing metadata
- accession: 0001628280-26-055726
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2026-08-11T20:24:11+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/0001628280-26-055726-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite-20260811.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-055726
- JSON: https://secwatch.observer/filing/0001628280-26-055726.json
- Plain text: https://secwatch.observer/filing/0001628280-26-055726.txt

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