LITELumentum

Technology · Communications Equipment · Nasdaq

Lumentum Holdings Inc. (“we,” “us,” “our”, “Lumentum” or the “Company”) is a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share. 10-K, Item 1

Employees: 13,757
Headquarters: San Jose, CA
CEO: Michael E. Hurlston
Next results: around Feb 2, 2027

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RevenueFY2017–26 $3.0B+83.2% Highest in 10 years 10-K FY2026 · XBRL Net incomeFY2017–26 −$6.9B FY2025: $25.9M 10-K FY2026 · XBRL Free cash flowFY2017–26 $300.1M FY2025: −$104.7M 10-K FY2026 · XBRL Operating marginFY2017–26 17.4%+28.4 pts 4.8% in FY2017 10-K FY2026 · XBRL

What changed

10-K filed Aug 17, 2026 against Aug 19, 2025

Area	What changed	Source
Risk factors	28 new paragraphs, nothing like them in the previous 10-K	10-K Item 1A
Accounting checks	10 other checks clear	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	3 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Aug 17, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-08-19. Quoted as filed.

Our ability to sell our products to a previously significant customer has been restricted.
10-K, Item 1A

All 28 new paragraphs →

Accounting checks

latest 10-K

10 of 10 clear 0 worth a look. Checks, not verdicts.

✓
Cash from operations $751.4M vs net income −$6.9B (FY ending 2026-06-27)
✓
Inventory +47.1% vs revenue +83.2% (-36.1 pts)
✓
Same auditor in both 10-Ks: DELOITTE & TOUCHE LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
The same matters as last year: Inventories, Valuation of Inventory
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Nov 3, 202610-Q Quarterly report (10-Q) period ended Sep 26, 2026
Nov 2, 20268-K Quarterly results 8-K item 2.02
Nov 2, 20268-K Material agreement signed, Director or officer change, Regulation FD disclosure 8-K items 1.01, 5.02, 7.01

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