# Lumentum Holdings Inc.: overview

LITE · Nasdaq · CIK 1633978 · [Technology](/sectors/technology.md) · fiscal year ends Jun 27

Pages: [Overview](/companies/lite.md) · [Financials](/companies/lite/financials.md) · [Filings](/companies/lite/filings.md) · [Insiders](/companies/lite/insiders.md)

Latest reported revenue: [$1.01bn](/filings/0001628280-26-057358.md) for Q4 FY2026, three months to 2026-06-27, from the 10-K filed Aug 17, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-057358).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-09-28) | Q2 FY2025 (2024-12-28) | Q3 FY2025 (2025-03-29) | Q4 FY2025 (2025-06-28) | Q1 FY2026 (2025-09-27) | Q2 FY2026 (2025-12-27) | Q3 FY2026 (2026-03-28) | Q4 FY2026 (2026-06-27) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [337](/filings/0001628280-24-046443.md) | [402](/filings/0001628280-25-004288.md) | [425](/filings/0001628280-25-022788.md) | [481 d](/filings/0001628280-26-057358.md) | [534](/filings/0001628280-25-049073.md) | [666](/filings/0001628280-26-005129.md) | [808](/filings/0001628280-26-030777.md) | [1,006 d](/filings/0001628280-26-057358.md) |
| Gross margin | % | [23.1%](/filings/0001628280-25-049073.md) | [24.8%](/filings/0001628280-26-005129.md) | [28.8%](/filings/0001628280-26-030777.md) | [33.3% d](/filings/0001628280-26-057358.md) | [34.0%](/filings/0001628280-25-049073.md) | [36.1%](/filings/0001628280-26-005129.md) | [44.2%](/filings/0001628280-26-030777.md) | [47.4% d](/filings/0001628280-26-057358.md) |
| Operating margin | % | [(24.5%)](/filings/0001628280-25-049073.md) | [(12.8%)](/filings/0001628280-26-005129.md) | [(8.9%)](/filings/0001628280-26-030777.md) | [(1.7%) d](/filings/0001628280-26-057358.md) | [1.3%](/filings/0001628280-25-049073.md) | [9.7%](/filings/0001628280-26-005129.md) | [21.6%](/filings/0001628280-26-030777.md) | [27.8% d](/filings/0001628280-26-057358.md) |
| Net margin | % | [(24.5%)](/filings/0001628280-26-030777.md) | [(15.1%)](/filings/0001628280-26-030777.md) | [(10.4%)](/filings/0001628280-26-030777.md) | [44.4% d](/filings/0001628280-26-057358.md) | [0.8%](/filings/0001628280-26-030777.md) | [11.8%](/filings/0001628280-26-030777.md) | [17.8%](/filings/0001628280-26-030777.md) | [(711.7%) d](/filings/0001628280-26-057358.md) |
| Diluted EPS | $ per share | [(1.21)](/filings/0001628280-25-049073.md) | [(0.88)](/filings/0001628280-26-005129.md) | [(0.64)](/filings/0001628280-26-030777.md) | not reported | [0.05](/filings/0001628280-25-049073.md) | [0.89](/filings/0001628280-26-005129.md) | [1.50](/filings/0001628280-26-030777.md) | not reported |
| Free cash flow | $m | [(34.5)](/filings/0001628280-25-049073.md) | [(15.9) d](/filings/0001628280-26-005129.md) | [(64.4) d](/filings/0001628280-26-030777.md) | [10.1 d](/filings/0001628280-26-057358.md) | [(18.3)](/filings/0001628280-25-049073.md) | [43.1 d](/filings/0001628280-26-005129.md) | [79.1 d](/filings/0001628280-26-030777.md) | [196 d](/filings/0001628280-26-057358.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-07-02) | FY2023 (2023-07-01) | FY2024 (2024-06-29) | FY2025 (2025-06-28) | FY2026 (2026-06-27) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,713](/filings/0001628280-24-038024.md) | [1,767](/filings/0001628280-25-040830.md) | [1,359](/filings/0001628280-26-057358.md) | [1,645](/filings/0001628280-26-057358.md) | [3,014](/filings/0001628280-26-057358.md) |
| Gross margin | % | [46.0%](/filings/0001628280-24-038024.md) | [32.2%](/filings/0001628280-25-040830.md) | [18.5%](/filings/0001628280-26-057358.md) | [28.0%](/filings/0001628280-26-057358.md) | [41.7%](/filings/0001628280-26-057358.md) |
| Operating margin | % | [17.7%](/filings/0001628280-24-038024.md) | [(6.5%)](/filings/0001628280-25-040830.md) | [(31.9%)](/filings/0001628280-26-057358.md) | [(10.9%)](/filings/0001628280-26-057358.md) | [17.4%](/filings/0001628280-26-057358.md) |
| Net margin | % | [11.6%](/filings/0001628280-24-038024.md) | [(7.4%)](/filings/0001628280-25-040830.md) | [(40.2%)](/filings/0001628280-26-057358.md) | [1.6%](/filings/0001628280-26-057358.md) | [(230.1%)](/filings/0001628280-26-057358.md) |
| Diluted EPS | $ per share | [2.68](/filings/0001628280-24-038024.md) | [(1.93)](/filings/0001628280-25-040830.md) | [(8.12)](/filings/0001628280-26-057358.md) | [0.37](/filings/0001628280-26-057358.md) | [(92.96)](/filings/0001628280-26-057358.md) |
| Free cash flow | $m | [368](/filings/0001628280-24-038024.md) | [51.3](/filings/0001628280-25-040830.md) | [(108)](/filings/0001628280-26-057358.md) | [(105)](/filings/0001628280-26-057358.md) | [300](/filings/0001628280-26-057358.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/lite/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $7.88bn | 9,179,958 |  | Added +1,342,980 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $4.36bn | 5,078,410 |  | Added +438,622 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $3.51bn | 4,092,283 |  | Added +390,759 |
| [JPMORGAN CHASE & CO](/funds/19617.md) | 2026-06-30 | $3.46bn | 4,059,807 |  | Added +1,118,364 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $3.36bn | 3,917,000 | Call | Added +1,138,900 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $3.02bn | 3,519,154 |  | Reduced −3,665,886 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $2.96bn | 3,453,717 |  | Added +415,167 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $2.94bn | 3,421,800 | Put | Added +1,718,700 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $2.73bn | 3,176,260 |  | Added +1,999,867 |
| [JANE STREET GROUP, LLC](/funds/1595888.md) | 2026-06-30 | $2.65bn | 3,093,100 | Put | Added +1,341,900 |

## Recent filings

[All 1,274 filings](/companies/lite/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-06 | 20:05 ET | [DEF 14A](/filings/0001308179-26-000420.md) | Proxy statement, period 2026-11-18 | 0001308179-26-000420 |
| 2026-08-17 | 20:03 ET | [10-K](/filings/0001628280-26-057358.md) | Annual report, period 2026-06-27 | 0001628280-26-057358 |
| 2026-08-11 | 20:24 ET | [8-K](/filings/0001628280-26-055726.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-055726 |
| 2026-07-30 | 20:23 ET | [8-K](/filings/0001628280-26-051078.md) | 5.02 Departure or appointment of officers or directors | 0001628280-26-051078 |
| 2026-06-01 | 10:01 ET | [8-K](/filings/0001193125-26-249535.md) | 3.02 Unregistered sale of equity | 0001193125-26-249535 |
| 2026-05-06 | 22:03 ET | [10-Q](/filings/0001628280-26-030777.md) | Quarterly report, period 2026-03-28 | 0001628280-26-030777 |
| 2026-05-05 | 20:11 ET | [8-K](/filings/0001628280-26-030530.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-030530 |
| 2026-04-08 | 10:04 ET | [8-K](/filings/0001193125-26-146256.md) | 3.02 Unregistered sale of equity | 0001193125-26-146256 |
| 2026-03-02 | 21:10 ET | [8-K](/filings/0001193125-26-085412.md) | 3.02 Unregistered sale of equity; 5.03 Amendment to articles or bylaws; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-085412 |
| 2026-02-04 | 23:02 ET | [10-Q](/filings/0001628280-26-005129.md) | Quarterly report, period 2025-12-27 | 0001628280-26-005129 |

## Latest annual report

[Form 10-K for the fiscal year ended Jun 27, 2026](/filings/0001628280-26-057358.md), filed Aug 17, 2026.

## Forecast league

Q1 FY2027, the quarter ended 2026-09-27, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/4ae895c4-4859-48a4-bc8e-18cf0490a051)

## About the filer

- CIK: 1633978
- Tickers: LITE
- Exchange: Nasdaq
- SIC code: 3669 Communications Equipment, NEC
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:44 ET. No prices; not investment advice.