Highest-materiality recent filing
Lumentum Q4 revenue $1.01B (+109% YoY); Q1 FY27 guide midpoint $1.25B on AI demand
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.
Lumentum EVP Vincent Retort to retire Oct 2026; will provide consulting for 2 years
Vincent Retort, EVP Global Reliability & Quality, informed Lumentum of his planned retirement effective October 2026.
Lumentum to exchange ~$650M convertible notes for 5.0M shares in private placement
Exchange of ~$650.4M principal of 0.50% Convertible Notes due 2028 for approx. 5.0M shares of common stock.
Lumentum reports record Q3 FY26 revenue of $808.4M, up 90% YoY, with GAAP EPS $1.50
GAAP net income of $144.2M ($1.50 diluted EPS) vs. net loss of $44.1M ($0.64 loss) in Q3 FY25.
Lumentum exchanges ~5.7M shares for ~$474.6M in convertible notes due 2026/2029
Exchanged ~$264.8M of 0.50% 2026 notes and ~$209.8M of 1.50% 2029 notes for 5.7M shares.
NVIDIA invests $2B in Lumentum; strategic optics partnership
Lumentum issued 2,876,415 Series A convertible preferred shares to NVIDIA at $695.31/share for $2B cash.
Lumentum Q2 FY2026 revenue $665.5M (+65.5% YoY); non-GAAP EPS $1.67, well above guidance
Net revenue of $665.5M, +24.7% QoQ and +65.5% YoY; guided high end of range.
Lumentum CAO Matthew Sepe to retire; Eric Chang named successor
Matthew Sepe will retire as CAO effective later of Feb 6, 2026 or after filing Dec 27 2025 10-Q.
Lumentum enters $400M senior secured revolving credit facility maturing 2030
Facility includes $23M letter of credit sublimit; no amounts outstanding as of December 19, 2025.
Lumentum appoints Thad Trent, CFO of onsemi, to board and audit committee
Thad Trent appointed to Lumentum board effective December 15, 2025, expanding membership to nine.
Lumentum stockholders approve 2025 Equity Incentive Plan, elect directors at annual meeting
2025 Annual Meeting held Nov 19, 2025; 61.86M shares voted (87.24% quorum).
Lumentum Q1 FY2026 revenue $533.8M (+58% YoY); non-GAAP EPS $1.10 beats high end of guidance
Revenue $533.8M (+58% YoY, +11% QoQ); Non-GAAP gross margin 39.4% (up 660bps YoY); Non-GAAP operating margin 18.7% (up 1570bps YoY).
Lumentum issues $1.265B 0.375% convertible notes due 2032, repurchases $581M of 2026 notes
Issued $1.265B aggregate principal of 0.375% Convertible Senior Notes due 2032; net proceeds ~$1.25B.
Q4 net revenue $480.7M, up 55.9% YoY; GAAP net income $213.3M ($2.96 EPS); non-GAAP net income $63.3M ($0.88 EPS).
Lumentum updates Q4 FY25 guidance; specific figures not disclosed in filing text
Announced updated guidance for fiscal Q4 ending June 28, 2025.
Lumentum Q3 FY2025 revenue $425.2M, beats guidance; non-GAAP EPS $0.57
GAAP net loss $44.1M ($0.64/share); non-GAAP net income $40.9M ($0.57/share).
Lumentum Q2 FY25 rev $402.2M beats guidance; CEO Lowe to exit, Hurlston in
Revenue $402.2M (+19.4% QoQ, +9.7% YoY); GAAP net loss $0.88/sh, non-GAAP EPS $0.42, above guidance high end.
Lumentum appoints Michael Hurlston as CEO; prelim Q2 rev ~$402M, EPS above guide
Michael Hurlston appointed President and CEO, effective Feb 7; succeeds Alan Lowe.
Lumentum appoints Paul Lundstrom to Board of Directors effective Dec 7, 2024
Paul Lundstrom appointed to Board of Directors and Audit Committee, effective Dec 7, 2024.
Lumentum shareholders approve equity plan extension and elect eight directors
Stockholders approved amendment to 2015 Equity Incentive Plan, extending expiration to June 23, 2026.
Lumentum Q1 FY2025 revenue $336.9M beats guidance; Non-GAAP EPS $0.18; record datacom orders
Net revenue $336.9M (+9.3% QoQ, +6.1% YoY); GAAP EPS -$1.21, Non-GAAP EPS $0.18 beating guidance.
Amendment adds "GAAP"/"Non-GAAP" labels to gross and operating margin lines in the earnings table.
Lumentum Q4 FY2024 net revenue $308.3M, GAAP loss $3.72/share, non-GAAP EPS $0.06
Net revenue $308.3M, down 16.9% YoY; full year revenue $1.36B, down 23.1% YoY.
Lumentum Q3 FY2024 revenue $366.5M; GAAP net loss $1.88/share, non-GAAP EPS $0.29
Net revenue $366.5M for Q3 FY2024 ended March 30, flat Q/Q, down 4.4% YoY from $383.4M.
Lumentum General Counsel Judy Hamel to retire; will stay until successor named
Judy G. Hamel, SVP, General Counsel and Secretary, notified company of her retirement on Feb 23, 2024.
Lumentum Q2 FY2024 revenue $366.8M, GAAP loss $1.47/share, non-GAAP EPS $0.32
Net revenue $366.8M (-27.5% YoY); GAAP net loss $99.1M ($1.47/share diluted loss).
Cloud Light FY2023 revenue HK$1.417B, net profit HK$106M, total equity HK$1.170B as of March 31, 2023.
Lumentum shareholders approve 3M share increase for equity plan; advisory say-on-pay fails
Stockholders approved amendment to 2015 Equity Incentive Plan increasing authorized shares by 3,000,000 (39M for, 15.8M against).
Lumentum Q1 revenue $317.6M, GAAP loss $1.02/share, revenue down 37% YoY
GAAP net loss $67.9M ($1.02 diluted loss per share); Non-GAAP net income $23.4M ($0.35 diluted EPS).
Lumentum completes $750M Cloud Light acquisition; deals expected to be immediately accretive
Transaction value ~$750M, paid in cash from balance sheet plus assumption of unvested Cloud Light options.
Lumentum to acquire Cloud Light for $750M; Q1 revenue ~$317M above guidance
Acquisition of Cloud Light valued at ~$750M, paid in cash and assumption of unvested options; expected to close by end of 2023.
Net revenue $370.8M, down 12.2% YoY; GAAP net loss $60.2M (-$0.88/diluted) vs prior year profit.
Issued $603.75M aggregate principal of 1.50% convertible senior notes due 2029, including full exercise of greenshoe option.
Lumentum Q3 FY2023 net revenue $383.4M, GAAP loss $0.57/share, non-GAAP EPS $0.75, down 24% QoQ
Net revenue $383.4M, down 24.2% QoQ and 3% YoY; GAAP net loss $39.3M ($0.57 loss per share).
Lumentum cuts Q3 revenue guidance to $380-384M; expands buyback to $1.2B
Preliminary Q3 rev. ~$380-384M vs prior guidance $430-460M; customer >10% of Q2 rev. suspended shipments.
Lumentum appoints Pamela Fletcher to board of directors, effective Feb 22, 2023
Pamela Fletcher appointed as independent director and Audit Committee member.
Lumentum Q2 FY2023: revenue $506M flat Q/Q, non-GAAP EPS $1.52 beats guidance
Net revenue $506.0M, essentially flat sequentially (-0.2%) and up 13.3% YoY.
Lumentum shareholders approve 900,000-share increase to equity plan; all director nominees elected
Stockholders approved amendment to 2015 Equity Incentive Plan, increasing authorized shares by 900,000 to 15.4 million.
Lumentum Q1 FY2023 rev $506.8M, GAAP EPS -$0.01, Non-GAAP $1.69; warns on supply
Revenue $506.8M, up 20.1% QoQ and 13.0% YoY; GAAP net loss $0.4M vs prior year net income $81.5M.
Lumentum Q4 FY22 revenue $422.1M, EPS beats; guide sees smartphone headwind
Q4 net revenue $422.1M (+6.8% QoQ, +7.7% YoY); GAAP EPS $0.49, non-GAAP EPS $1.47, both above guidance top end.
Lumentum closes $16/sh cash buy of NeoPhotonics; sees >$50M annual synergies
Each NeoPhotonics share converted into $16.00 cash; deal funded from balance sheet cash.
Lumentum obtains Chinese antitrust clearance for NeoPhotonics acquisition; closes ~Aug 3
SAMR of China granted antitrust clearance for Lumentum's pending $16.00/share cash acquisition of NeoPhotonics.
Lumentum Q3 FY2022 revenue $395.4M, GAAP EPS $0.35; issues optimistic Q4 guidance
Revenue $395.4M, down 11.5% Q/Q and 5.7% Y/Y; GAAP EPS $0.35, non-GAAP EPS $1.19.
Lumentum issues $750M 0.50% convertible notes due 2028; concurrent $200M stock buyback
$750M aggregate principal, 0.50% interest, semi-annual, matures June 15, 2028.
Lumentum Q2 FY2022 revenue $446.7M down 6.7% YoY; supply shortages hurt Q3 guidance by >$65M
GAAP diluted EPS $0.75; Non-GAAP diluted EPS $1.60 vs $1.79 Q1 and $1.85 year ago.
HSR waiting period expired, satisfying one condition for the merger.
Lumentum shareholders approve 3M share increase in equity plan; re-elect all directors
Stockholders approved amendment to 2015 Equity Plan to increase share reserve by 3,000,000 shares (from 11.5M to 14.5M).
Lumentum to acquire NeoPhotonics for $16.00/share in all-cash deal; boards approve
Merger consideration of $16.00 per share in cash for each NeoPhotonics common share.
Lumentum to acquire NeoPhotonics for $918M in cash ($16.00/share)
Purchase price represents ~39% premium to NeoPhotonics' Nov. 3 closing price.
Lumentum beats Q1 guidance; GAAP EPS $1.08, non-GAAP EPS $1.79 on revenue $448.4M
Net revenue $448.4M, up 14.4% QoQ but down 0.9% YoY; GAAP gross margin 51.8% vs 41.5% prior Q.
the Board had appointed Michael Hurlston as President and Chief Executive Officer of the Company, effective as of 12:00 a.m. Pacific Time on February 7, 2025.
Mr. Hurlston will succeed Alan Lowe, the Company’s President and Chief Executive Officer, who is stepping down as President and CEO effective as of immediately prior to 12:00 a.m. Pacific Time on February 7, 2025.
Mr. Hurlston has also been appointed to the Board effective as of 12:00 a.m. Pacific Time on February 7, 2025.
On February 23, 2024, Judy G. Hamel, Senior Vice President, General Counsel and Secretary of Lumentum Holdings Inc. (the “Company”), informed the Company that she would be retiring as General Counsel and Secretary following the appointment of her successor.
On February 22, 2023, the board of directors (the “Board”) of Lumentum Holdings Inc. (the “Company”) appointed Pamela Fletcher to serve as a member of the Board, effective February 22, 2023.
Max materiality 0.95 · Median 0.70 · Most common event earnings