Form 8-K · Current report
Lumentum 8-K, filed Nov 2, 2026
- Filed
- CIK
- 0001633978
- Accession no.
- 0001628280-26-068655
Summary
Lumentum reported fiscal first-quarter 2027 net revenue of $1.26 billion and GAAP net income of $360.3 million ($3.54 per diluted share), and guided second-quarter revenue to $1.575 billion–$1.625 billion. CEO Michael Hurlston said the quarter included a second major NPO/CPO win backed by purchase commitments exceeding $5 billion and that demand visibility for optical circuit switches has expanded significantly.
Key points
- Q1 FY2027 net revenue was $1.2626 billion, up 136.5% year over year from $533.8 million, with GAAP net income of $360.3 million, or $3.54 per diluted share.
- Non-GAAP operating margin was 42.3% in Q1 FY2027, compared with 18.7% a year earlier.
- Lumentum held $2.0 billion in total cash, cash equivalents, and short-term investments at quarter end, a decrease of $758.8 million from the end of Q4 FY2026.
- Second-quarter FY2027 guidance is net revenue of $1.575 billion to $1.625 billion, non-GAAP operating margin of 45.0% to 46.0%, and non-GAAP diluted EPS of $5.90 to $6.20.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02. Results of Operations and Financial Condition. On November 2, 2026, Lumentum Holdings Inc. (the “Company”) reported results for its fiscal first quarter ended September 26, 2026. A copy of the Company’s press release is furnished herewith as Exhibit 99.1. The information in this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except…
An excerpt of the text as filed with the SEC, cut for length.
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