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NASDAQ · TelecommunicationsLumentum Holdings Inc. (LITE)
Lumentum Holdings Inc. reported revenue of $3B in fiscal 2026, up 83.2% from a year earlier. It posted a net loss of $6.9B. Operating cash flow minus capital spending left $300.1M of free cash flow in fiscal 2026. At June 27, 2026 it held $2B in cash against $1.6B of debt. Its latest periodic report to the SEC is the annual report (10-K) filed on August 17, 2026.
Key facts about Lumentum Holdings Inc.
- Net worth
- Lumentum Holdings Inc. has a market value (market cap) of $77.4B at the latest share price, and shareholders' equity of $4.6B on its balance sheet at June 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $3B (+83.2% year on year), with a net loss of $6.9B.
- Cash flow
- In fiscal 2026 operations brought in $751.4M of cash; after $451.3M of capital spending, free cash flow was $300.1M.
- Latest report
- The latest periodic report (annual report, 10-K) was filed with the SEC on August 17, 2026 and covers the period to June 27, 2026. Open on SEC EDGAR
- Next earnings report
- Lumentum Holdings Inc.'s next report is expected around November 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Lumentum Holdings Inc. does
Lumentum Holdings designs and manufactures optical and photonic products. It supplies optical components, transceivers, and subsystems to telecommunications network equipment manufacturers, cloud service providers, and data center operators. It also produces commercial lasers used in manufacturing processes such as cutting, welding, and 3D sensing in consumer electronics. Its shares trade on NASDAQ under the ticker LITE.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $3B | -$6.9B | -$92.96 | $300.1M |
| 2025 | $1.6B | $25.9M | $0.37 | -$104.7M |
| 2024 | $1.4B | -$546.5M | -$8.12 | -$108.3M |
| 2023 | $1.8B | -$131.6M | -$1.93 | $51.3M |
| 2022 | $1.7B | $198.9M | $2.68 | $368.1M |
| 2021 | $1.7B | $397.3M | $5.07 | $653.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where LITE ranks in Telecommunications
Dividends
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2021 | n/a | $0 | 0% |
| 2020 | n/a | $0 | 0% |
| 2019 | n/a | $700K | n/a |
| 2018 | n/a | $700K | 0% |
| 2017 | n/a | $900K | n/a |
| 2016 | n/a | $500K | n/a |
Latest SEC filings
What Lumentum Holdings Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 6, 2026
- October 6, 2026Additional proxy material DEFA14A
- October 6, 2026Proxy statement DEF 14A
- August 17, 2026Annual report 10-K · period to June 27, 2026Revenue rose 83% to $3B versus the prior year; diluted EPS -$92.96 versus $0.37.
- August 11, 2026
- July 30, 2026
- July 8, 2026Passive stake changed SCHEDULE 13G/A
- June 1, 2026
- June 1, 2026
- May 14, 2026Passive stake changed SCHEDULE 13G/A
What is LITE worth? A DCF from its reported cash flow
Insider trades
What the people running Lumentum Holdings Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $90.5M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 1, 2026 | Ali WajidEVP & CHIEF FINANCIAL OFFICER | Soldpre-planned (10b5-1) | 24,542 | $25.7M |
| September 29, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Soldpre-planned (10b5-1) | 307 | $290.1K |
| September 28, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Soldpre-planned (10b5-1) | 500 | $474.3K |
| September 25, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Soldpre-planned (10b5-1) | 500 | $467.9K |
| September 24, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Soldpre-planned (10b5-1) | 500 | $460.5K |
| September 23, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Soldpre-planned (10b5-1) | 500 | $473.3K |
| September 22, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Soldpre-planned (10b5-1) | 500 | $467.8K |
| September 21, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Soldpre-planned (10b5-1) | 500 | $479.6K |
Who owns LITE
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Capital Management13G, passive | 7.35% | April 30, 2026 |
| Vanguard Portfolio Management13G, passive | 5.19% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 1,317 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 9,179,958 | +1,342,980 |
| Vanguard Capital Management LLC | 5,078,410 | +438,622 |
| Vanguard Portfolio Management LLC | 4,092,283 | +390,759 |
| Jpmorgan Chase & Co | 4,059,807 | +1,118,364 |
| Fmr LLC | 3,519,154 | -3,665,886 |
| State Street Corp | 3,453,717 | +415,167 |
| Invesco Ltd. | 3,176,260 | +1,999,867 |
| Geode Capital Management, LLC | 2,245,102 | +117,660 |
| Jupiter Topco LLC | 1,889,608 | new |
| Arrowstreet Capital, Limited Partnership | 1,370,571 | +965,704 |
| Morgan Stanley | 1,309,986 | +282,412 |
| Norges Bank | 1,168,079 | new |
| Goldman Sachs Group Inc | 1,107,958 | +217,180 |
| Charles Schwab Investment Management Inc | 983,932 | +9,898 |
| Value Aligned Research Advisors, LLC | 734,687 | -322,573 |
| Bank of Montreal | 723,041 | +455,016 |
| Bank of America Corp | 677,839 | +105,286 |
| D. E. Shaw & Co., Inc. | 668,011 | +654,005 |
| Amundi | 658,427 | +430,355 |
| Capital World Investors | 638,222 | -675,630 |
Insiders
15 insiders reported holding 607,086 shares in total, about $604.3M at the last price.
| Holder | Shares |
|---|---|
| Hurlston Michael E.President and CEO, Director | 186,951 |
| Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | 108,320 |
| Retort VincentSEE REMARKS | 78,440 |
| Ali WajidEVP & CHIEF FINANCIAL OFFICER | 75,074 |
| Sepe Matthew JosephCHIEF ACCOUNTING OFFICER | 41,514 |
| Kim JaeSVP, GENERAL COUNSEL | 39,439 |
| Small IanDirector | 21,116 |
| Lillie BrianDirector | 14,018 |
| Johnson Julia SuzanneDirector | 13,428 |
| Fletcher PamelaDirector | 7,514 |
Questions about LITE
What does Lumentum Holdings Inc. do?
Lumentum Holdings designs and manufactures optical and photonic products. It supplies optical components, transceivers, and subsystems to telecommunications network equipment manufacturers, cloud service providers, and data center operators. It also produces commercial lasers used in manufacturing processes such as cutting, welding, and 3D sensing in consumer electronics. Its shares trade on NASDAQ under the ticker LITE.
What is Lumentum Holdings Inc.'s net worth?
Lumentum Holdings Inc. has a market value (market cap) of $77.4B at the latest share price, and shareholders' equity of $4.6B on its balance sheet at June 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Lumentum Holdings Inc. profitable?
No. In fiscal 2026 it reported a net loss of $6.9B on revenue of $3B.
How much revenue does Lumentum Holdings Inc. make?
In fiscal 2026 Lumentum Holdings Inc. reported revenue of $3B. That is 83.2% more than a year earlier.
When did Lumentum Holdings Inc. last report?
Its most recent periodic report is the annual report (10-K) filed on August 17, 2026. It covers the period to June 27, 2026. Its newest filing of any kind is the annual report to shareholders from October 6, 2026.
When is Lumentum Holdings Inc.'s next earnings report?
Lumentum Holdings Inc.'s next report is expected around November 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Lumentum Holdings Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.