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SEC filingSEC filingAug 17, 2026

LITE 10-K filed 2026-08-17 | Key takeaways

LITE filed its 10-K; the most relevant disclosure change is expanded Reportable operating segments: Lumentum disclosed it operates in one reportable segment as a single, integrated enterprise following a Q1 FY2026 reorganization; product disaggregation is now Components and Systems versus geography. The prior 10-K disclosed two reportable segments: Cloud & N. Customer concentration: Customer A represented 26.6% of revenue; Customer B represented 15.0% of revenue.

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WebcastEarnings call webcastAug 11, 2026

LITE Q4 Call: AI Demand Pulls Forward $1.25B Revenue Target; OCS and High-Power Lasers "Sold Out"

Lumentum's Q4 FY2026 earnings call highlighted a massive acceleration in AI-driven demand, with management pulling forward its $1.25 billion quarterly revenue target by a full quarter. The company is benefiting from a secular shift toward optical connectivity in data centers, evidenced by record 800G shipments and the initiation of 1.6T transceiver production. Management noted that pump lasers and ultra-high-power laser chips are effectively 'sold out' for the foreseeable future, necessitating additional substra...

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EarningsOfficial company sourceAug 11, 2026

LITE Q1 FY2027 Net revenue $1,006.3 million, Miss Guidance by $-243.7M

LITE miss prior Q1 FY2027 Net revenue guidance by $-243.7M. Lumentum reported Q4 FY2026 net revenue of $1.006 billion, up 109.3% Y/Y, and full-year FY2026 revenue of $3.014 billion, up 83.2% Y/Y. Q4 non-GAAP operating margin was 36.6% and non-GAAP diluted EPS was $3.23. GAAP results for Q4 and full-year FY2026 reflect a one-time, non-cash $7.8 billion loss on debt extinguishment from the equitization of certain convertible notes, producing a Q4 GAAP net loss of $(7.16) billion and FY2026 GAAP net loss of $(6.94)...

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EarningsOfficial company sourceAug 11, 2026

Lumentum Reports Q4 FY2026 Revenue of $1.01B (+109% Y/Y); Full-Year FY2026 Revenue $3.01B (+83% Y/Y); Guides Q1 FY2027 Revenue to $1.225B-$1.275B

Lumentum reported Q4 FY2026 net revenue of $1,006.3 million, up 109.3% Y/Y from $480.7 million in Q4 FY2025, and full FY2026 net revenue of $3,014.0 million, up 83.2% Y/Y from $1,645.0 million in FY2025. GAAP results reflect a $7.8 billion one-time, non-cash loss on debt extinguishment from the equitization of certain amounts of the 2026, 2028, and 2029 convertible notes; this drove GAAP net loss of $7,161.7M (Q4) and $6,935.1M (FY). Non-GAAP Q4 FY2026 net income was $326.3M ($3.23/diluted share) and full-year n...

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