LITELumentum
Price
+543%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, demanding price, growing in the filings, the market undecided.
We are a leading provider of optical and photonic products and are recognized as an industry leader 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.
In the company’s own words · 10-K filed Aug 19, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Lumentum (LITE) reported revenue of $1.01B in Q4 2026 (quarter ended Jun 27, 2026), up 109% from the same quarter a year earlier. That came with a gross margin of 47% and net loss of $7.16B. For the full year FY2026, revenue was $3.01B (+83% year on year) and net income −$6.94B. Its largest region in Q4 2026 was Thailand at $218M, 24% of the disclosed total, just ahead of United States at 23%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 11, 2026Fiscal Fourth Quarter Highlights:.Earnings release · press release
- Jul 30, 2026On July 27, 2026, Vincent Retort, Executive Vice President, Global Reliability & Quality of Lumentum Holdings Inc. (the “Company”), informed the Company of his planned retirement from the Company, effective in October 2026.Director or officer change · Form 8-K
- Jun 1, 2026On May 29, 2026, Lumentum Holdings Inc. (the “Company”) entered into separate privately-negotiated exchange agreements (the “Exchange Agreements”) with certain holders of its outstanding 0.50% Convertible Senior Notes due 2028 (the “Notes”), pursuant to which the Company will deliver an aggregate of approximately 5.0 …Unregistered sale of equity · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q4 2026 · $898.2MThe company’s own SEC segment disclosure.
- Thailand$217.7M24%
- United States$203.6M23%
- Hong Kong$171.5M19%
- Mexico$164.1M18%
- China$110.7M12%
- Japan$30.6M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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