Lumentum Holdings INC. (LITE) — SEC Filings

Q: What are the key financial highlights for Lumentum Holdings INC.?

Key financial highlights for Lumentum Holdings INC. are extracted from the most recent 10-K or 10-Q filings, including revenue, net income, EPS, debt-to-equity, cash position, and operating margin.

Q: Who are the key executives at Lumentum Holdings INC.?

Key executives at Lumentum Holdings INC. are identified from SEC filings including 10-K annual reports, proxy statements, and insider trade forms.

Q: What are the main risk factors for Lumentum Holdings INC. stock?

Risk factors for Lumentum Holdings INC. (LITE) are assessed from SEC filings using AI analysis. Each filing is categorized as high, medium, or low risk based on disclosed risk factors and financial indicators.

Q: What are recent predictions and forward guidance from Lumentum Holdings INC.?

Forward-looking statements and predictions from Lumentum Holdings INC. are extracted from SEC filings including earnings reports, annual reports, and current event filings.

Latest SEC filings for Lumentum Holdings INC.. Recent 8-K filing on Apr 8, 2026. AI-decoded analysis of earnings, risk factors, and insider trades.

View Lumentum Holdings INC. on SEC EDGAR

Overview

Lumentum Holdings INC. (LITE) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 22, 2025: Lumentum Holdings Inc. filed an 8-K on December 22, 2025, reporting the entry into a material definitive agreement and the creation of a direct financial obligation. The filing date of the report is December 19, 2025. Specific details of the agreement and financial obligation were not provided in th

Sentiment Summary

Across 36 filings, the sentiment breakdown is: 3 bullish, 33 neutral. The dominant filing sentiment for Lumentum Holdings INC. is neutral.

Filing Type Overview

Lumentum Holdings INC. (LITE) has filed 16 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 7 SC 13G/A, 2 SC 13G, 1 8-K/A with the SEC between Jan 2024 to Apr 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (36)

8-K Filing — 8-K · Apr 8, 2026
Lumentum Holdings Inc. Files 8-K on Material Agreement — 8-K · Dec 22, 2025 Risk: medium
Lumentum Holdings Inc. filed an 8-K on December 22, 2025, reporting the entry into a material definitive agreement and the creation of a direct financial obliga
Lumentum Holdings Inc. Files 8-K on Executive Changes & Financials — 8-K · Dec 15, 2025 Risk: low
Lumentum Holdings Inc. filed an 8-K on December 15, 2025, reporting on the departure of directors or certain officers, the election of directors, the appointmen
Lumentum Holdings Inc. Files 8-K on Director/Officer Changes — 8-K · Nov 24, 2025 Risk: low
Lumentum Holdings Inc. filed an 8-K on November 24, 2025, reporting events that occurred on November 19, 2025. The filing covers the departure and election of d
Lumentum Swings to Profit on Robust Revenue Growth — 10-Q · Nov 5, 2025 Risk: medium
Lumentum Holdings Inc. reported a significant turnaround in the first quarter of fiscal year 2026, achieving net income of $4.2 million, or $0.05 per diluted sh
8-K Filing — 8-K · Nov 4, 2025
Lumentum's FY25 Revenue Jumps 21% on AI-Driven Optical Demand — DEF 14A · Oct 7, 2025 Risk: low
Lumentum Holdings Inc. reported a defining fiscal year 2025, achieving 21% revenue growth to $1.65 billion. The company significantly expanded its financial per
Lumentum Holdings Inc. Files 8-K: Material Agreement & Equity Sales — 8-K · Sep 8, 2025 Risk: medium
Lumentum Holdings Inc. entered into a material definitive agreement on September 2, 2025, related to a direct financial obligation. The company also reported on
Lumentum Holdings Files 2025 10-K — 10-K · Aug 19, 2025 Risk: medium
Lumentum Holdings Inc. filed its 10-K for the fiscal year ending June 28, 2025, reporting on its financial performance and business operations. The company, hea
Lumentum Holdings Inc. Files 8-K on Financials — 8-K · Aug 12, 2025 Risk: low
Lumentum Holdings Inc. filed an 8-K on August 12, 2025, reporting on its results of operations and financial condition. The filing also includes financial state
Lumentum Holdings Inc. Files 8-K — 8-K · Jun 3, 2025 Risk: low
Lumentum Holdings Inc. filed an 8-K on June 3, 2025, reporting an event under Regulation FD Disclosure and Financial Statements and Exhibits. The filing does no
Lumentum Holdings Inc. Files Q3 FY25 10-Q Report — 10-Q · May 7, 2025 Risk: medium
Lumentum Holdings Inc. filed its 10-Q for the period ending March 29, 2025. The filing covers financial performance and business operations for the third quarte
Lumentum Holdings Inc. Files 8-K on Financials — 8-K · May 6, 2025 Risk: low
Lumentum Holdings Inc. filed an 8-K on May 6, 2025, reporting on its results of operations and financial condition. The filing includes financial statements and
Lumentum Holdings Inc. Files Q2 FY25 10-Q — 10-Q · Feb 6, 2025 Risk: medium
Lumentum Holdings Inc. filed its 10-Q for the period ending December 28, 2024. The company reported financial results for its second quarter of fiscal year 2025
Lumentum Holdings Inc. Files 8-K on Financials and Personnel — 8-K · Feb 3, 2025 Risk: medium
Lumentum Holdings Inc. filed an 8-K on February 3, 2025, reporting events as of January 28, 2025. The filing primarily concerns results of operations and financ
Lumentum Holdings Inc. Files 8-K on Director/Officer Changes — 8-K · Dec 12, 2024 Risk: low
Lumentum Holdings Inc. filed an 8-K on December 12, 2024, reporting on the departure of a director, election of new directors, appointment of officers, and comp
Lumentum Holdings Inc. Files 8-K on Director/Officer Changes — 8-K · Nov 22, 2024 Risk: low
Lumentum Holdings Inc. filed an 8-K on November 22, 2024, reporting events as of November 20, 2024. The filing covers the departure of directors, election of ne
SC 13G/A Filing — SC 13G/A · Nov 14, 2024
Lumentum Holdings Inc. Files Q3 2024 10-Q — 10-Q · Nov 8, 2024 Risk: medium
Lumentum Holdings Inc. filed its 10-Q for the period ending September 28, 2024. The filing details financial performance and operational updates for the company
Lumentum Holdings Inc. Files 8-K — 8-K · Nov 7, 2024 Risk: low
Lumentum Holdings Inc. filed an 8-K on November 7, 2024, to report on its results of operations and financial condition, as well as to file financial statements
SC 13G/A Filing — SC 13G/A · Nov 7, 2024
SC 13G/A Filing — SC 13G/A · Nov 6, 2024
Lumentum Holdings Inc. Files DEF 14A Proxy Statement — DEF 14A · Oct 3, 2024 Risk: low
Lumentum Holdings Inc. filed its DEF 14A proxy statement on October 3, 2024, for the fiscal year ending June 29, 2024. The filing details executive compensation
Lumentum Holdings Inc. Files 2024 10-K — 10-K · Aug 21, 2024 Risk: medium
Lumentum Holdings Inc. filed its 10-K for the fiscal year ending June 29, 2024, reporting on its financial performance and business operations. The company, hea
Lumentum Holdings Inc. Files 8-K on Financials — 8-K · Aug 14, 2024 Risk: low
Lumentum Holdings Inc. filed an 8-K on August 14, 2024, reporting on its results of operations and financial condition. The filing includes financial statements
SC 13G Filing — SC 13G · Jul 2, 2024
Lumentum Holdings Inc. Files 10-Q for Period Ending March 30, 2024 — 10-Q · May 7, 2024 Risk: medium
Lumentum Holdings Inc. (LITE) filed a Quarterly Report (10-Q) with the SEC on May 7, 2024. Lumentum Holdings Inc. filed its 10-Q report for the period ending Ma
Lumentum Holdings Inc. Files 8-K — 8-K · May 6, 2024 Risk: low
Lumentum Holdings Inc. filed an 8-K on May 6, 2024, reporting on its financial condition and results of operations. The filing does not contain specific financi
Lumentum Reports Potential Leadership Changes & Officer Comp — 8-K · Feb 27, 2024 Risk: medium
Lumentum Holdings Inc. filed an 8-K on February 27, 2024, reporting events that occurred on February 23, 2024. The filing indicates potential changes in its lea
SC 13G/A Filing — SC 13G/A · Feb 14, 2024
SC 13G/A Filing — SC 13G/A · Feb 13, 2024
Invesco Ltd. Discloses 5.0% Passive Stake in Lumentum Holdings — SC 13G · Feb 12, 2024 Risk: low
Invesco Ltd., a major investment advisor, reported on February 12, 2024, that it holds 5.0% of Lumentum Holdings Inc.'s common stock as of December 29, 2023. Th
FMR LLC & Abigail Johnson Hold 15% Stake in Lumentum Holdings (LITE) — SC 13G/A · Feb 9, 2024 Risk: low
FMR LLC, a major investment firm, and its principal owner, Abigail P. Johnson, have updated their ownership stake in Lumentum Holdings Inc. (LITE) to 15.000% as
Lumentum Holdings Inc. Files 10-Q for Period Ending December 30, 2023 — 10-Q · Feb 8, 2024 Risk: low
Lumentum Holdings Inc. (LITE) filed a Quarterly Report (10-Q) with the SEC on February 8, 2024. Lumentum Holdings Inc. filed its 10-Q report for the period endi
BlackRock Amends Lumentum Holdings Stake (SC 13G/A) — SC 13G/A · Jan 24, 2024
BlackRock Inc. filed an amended SC 13G/A on January 24, 2024, indicating a change in its ownership of Lumentum Holdings Inc. common stock as of December 31, 202
Lumentum Files 8-K/A for Financial Statements & Exhibits — 8-K/A · Jan 18, 2024
Lumentum Holdings Inc. filed an amended 8-K/A on January 18, 2024, updating its previous 8-K from November 2, 2023. This amendment primarily relates to the incl

Risk Profile

Risk Assessment: Of LITE's 26 recent filings, 0 were flagged as high-risk, 11 as medium-risk, and 15 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Lumentum Holdings INC.'s most recent 10-Q filing (Nov 5, 2025):

Revenue: $533.8M
Net Income: $4.2M
EPS: $0.05
Debt-to-Equity: 1.00
Cash Position: $772.9M
Operating Margin: 1.3%
Total Assets: $4,613.1M
Total Debt: $3,243.5M

Key Executives

Chief Executive Officer
Michael E. Hurlston
Penelope A. Herscher
Alan Lowe
98-0557567
Abigail P. Johnson

Industry Context

Lumentum operates in the highly competitive optical components and modules market, crucial for high-speed data transmission in telecommunications, data centers, and cloud infrastructure. Key industry trends include the increasing demand for bandwidth driven by AI, 5G deployment, and cloud computing growth. Competitors range from large diversified players to specialized optical technology firms, all vying for market share through innovation and cost efficiency.

Top Tags

financials (6) · corporate-governance (5) · 10-Q (5) · financial-condition (4) · financial-reporting (3) · communications-equipment (3) · results-of-operations (3) · filing (3) · 8-K (3) · institutional-ownership (3)

Executive Compensation

From the most recent DEF 14A filing (Oct 7, 2025):

Michael E. Hurlston — President and CEO
Non-CEO NEOs — Named Executive Officers

Key Numbers

Net Revenue: $533.8M — Increased by 58.4% from $336.9 million year-over-year
Net Income: $4.2M — Swung from a net loss of $82.4 million in the prior year
Diluted EPS: $0.05 — Improved from a diluted loss per share of $1.21 in the prior year
Gross Profit: $181.5M — Increased significantly from $77.9 million in the prior year
Cash and Cash Equivalents: $772.9M — Increased from $520.7 million at June 28, 2025
Current Portion of Long-Term Debt: $1,079.0M — Increased from $10.6 million at June 28, 2025
Proceeds from 2032 Notes: $1,255.7M — New debt issuance to fund operations and debt management
Payment for 2026 Notes Repurchase: $843.1M — Partial repurchase of existing debt
Shares Outstanding: 70.9M — As of September 27, 2025
Valuation Allowance Release: $153.1M — Released on UK deferred tax assets in fiscal 2025
Full year revenue: $1.65 billion — Grew 21% in fiscal year 2025
Full year revenue growth: 21 percent — Achieved in fiscal year 2025
Cloud and Networking segment revenue growth: 30 percent — Year over year increase in fiscal year 2025
Gross margin expansion: 450 basis points — Expanded on a non-GAAP basis in fiscal year 2025
Operating margin increase: 1000 basis points — Rose on a non-GAAP basis in fiscal year 2025

Forward-Looking Statements

{"claim":"Invesco Ltd. will maintain its passive stake in Lumentum Holdings Inc. for the foreseeable future.","entity":"Invesco Ltd.","targetDate":"2025-02-12","confidence":"high"}
{"claim":"FMR LLC will maintain a significant stake in Lumentum Holdings Inc. for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}

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Frequently Asked Questions

What are the latest SEC filings for Lumentum Holdings INC. (LITE)?

Lumentum Holdings INC. has 36 recent SEC filings from Jan 2024 to Apr 2026, including 16 8-K, 7 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of LITE filings?

Across 36 filings, the sentiment breakdown is: 3 bullish, 33 neutral. The dominant sentiment is neutral.

Where can I find Lumentum Holdings INC. SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Lumentum Holdings INC. (LITE) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Lumentum Holdings INC.?

Key financial highlights from Lumentum Holdings INC.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for LITE?

The investment thesis for LITE includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Lumentum Holdings INC.?

Key executives identified across Lumentum Holdings INC.'s filings include Chief Executive Officer, Michael E. Hurlston, Penelope A. Herscher, Alan Lowe, 98-0557567 and 1 others.

What are the main risk factors for Lumentum Holdings INC. stock?

Of LITE's 26 assessed filings, 0 were flagged high-risk, 11 medium-risk, and 15 low-risk.

What are recent predictions and forward guidance from Lumentum Holdings INC.?

Recent forward-looking statements from Lumentum Holdings INC. include guidance on {"claim":"Invesco Ltd. will maintain its passive stake in Lumentum Holdings Inc. for the foreseeable future.","entity":" and 1 other predictions.