Lumentum Holdings Inc.
LITE Technology Communication Equipment
Lumentum Holdings Inc.’s revenue for fiscal 2026 (year ended June 2026) was $3.0 billion, up 83.2% from fiscal 2025. In the quarter to June 2026, revenue grew 109.3%, EPS fell 2,866.3%, free cash flow grew 1,870.3% and total debt fell 36.4%, each against the same quarter a year earlier. Member of the S&P 500 and Nasdaq 100.
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Lumentum Holdings Inc. 10-K filed Aug 17, 2026
Red flags
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Share dilution
Shares outstanding rose 28.3% in a year, to 89.7 million
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Receivables outpacing revenue
Receivables grew 108.1% while revenue grew 83.2% year over year
What changed
Item 1, Business, against the 10-K filed Aug 19, 2025: 5 added · 13 removed · 42 modified; 1 with only figures updated; 4 moved without change
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Modified · Overview
Lumentum Holdings Inc. (“we,” “us,” “our”, “Lumentum” or the “Company”) is a
leading provider ofglobal leader in optical and photonicproductstechnologies andis recognized as an industry leaderan industry-leading provider of optical and photonic products based on revenue and market share. Our products are essential to a range of cloud, artificial intelligence and machine learning (“AI/ML”), telecommunications, consumer, and industrial end-market applications. We operate intwo end-market focused reportable segmentsone reportable segment as a single,Cloud & Networkingintegrated enterprise. See “Note 17. Operating Segments andIndustrial TechGeographic Information” to the consolidated financial statements.
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