Form 10-K · Annual report
Lumentum 10-K, filed Aug 17, 2026
- Filed
- CIK
- 0001633978
- Accession no.
- 0001628280-26-057358
Summary
Lumentum Holdings reorganized into a single integrated enterprise in the first quarter of fiscal 2026, eliminating its prior Cloud & Networking and Industrial Tech reporting segments. The company said demand from AI and cloud customers is outpacing its current supply, requiring supply-allocation decisions and investments in manufacturing capacity.
Key points
- Lumentum previously operated in two reportable segments, Cloud & Networking and Industrial Tech, before the fiscal 2026 reorganization into a single reporting segment.
- It said network equipment manufacturers normalized inventory levels beginning in the first quarter of fiscal 2025, and AI and cloud demand has increased since.
- It is investing in manufacturing capacity internally and with contract manufacturers to meet demand.
- It flagged tariffs, export controls, and global trade uncertainty as risks that could raise costs and pressure gross margins.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 7. MANAGEMENT’S DISCUSSION Overview We are a global leader in optical and photonic technologies and an 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 believe the global markets in which Lumentum participates have fundamentally robust, long-term trends that will increase the need for our photonics products and technologies. We believe the world is becoming more reliant on ever-increasing amounts of data flowing through optical networks and data centers. …
An excerpt of the text as filed with the SEC, cut for length.
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