Business
Industry Trends and Business Risks Our business is driven by end-market applications leveraging the performance advantages of advanced optical and photonic solutions.
Lumentum Holdings Inc.: Revenue grew 21% to $1.645B from $1.359B. Net income turned positive at $25.9M from a $547M loss. Free-cash outflow narrowed to $105M from $108M. Operating margin expanded 2098 bps to -10.95%. Lumentum Holdings Inc.'s annual comparison also shows stock compensation grew faster than revenue; capital spending grew faster than revenue; the balance-sheet screen falls in the distress range and requires business-model context.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 21% to $1.645B from $1.359BOK
- Profitability — Net income turned positive at $25.9M from a $547M lossOK
- Cash flow — Free-cash outflow narrowed to $105M from $108MOK
- Margins — Operating margin expanded 2098 bps to -10.95%OK
- Accounting — Distress-range screen needs contextWatch
- Insiders — 0 purchases and 43 salesWatch
Where the revenue comes from
Fiscal 2026, as Lumentum Holdings Inc. reports it. History and quarterly detail are in the app.
- Systems$2.0B
- Components$1.0B
Leadership changes
From Lumentum Holdings Inc.'s own filings, the day they're filed.
- Matthew Sepe · Chief Accounting Officer · departureeff. 2025-12-29
- Thad Trent · directors · appointmenteff. 2025-12-15
- Paul Lundstrom · directors · appointmenteff. 2024-12-07
Latest filings
- 10-K · Annual report2026-08-17
- 8-K · Company announcement2026-08-11
- 8-K · Company announcement2026-07-30
- 8-K · Company announcement2026-06-01
- 10-Q · Quarterly report2026-05-06
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Lumentum Holdings Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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