secwatch.observer — SEC 8-K summary
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Issuer:     Lumentum Holdings Inc. (LITE)
CIK:        0001633978
Form:       8-K
Filed at:   2026-08-11T20:24:11+00:00
Accession:  0001628280-26-055726
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/0001628280-26-055726-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite-20260811.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-055726

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