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LITE · Lumentum Holdings Inc.

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$596.62 -28.03 (-4.49%) At close · Nov 13
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$54.11B
Shares
90.70M
Volume · Nov 13 3.66M Avg daily vol (3M) 5.16M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$596.62 Open$613.00 Day$569.00–624.00 52W close$226.86–1,133.40 Avg vol 30d5.9M Short int8.1M · 8.9% of shares · 1.5d Short vol30% Last earningsNov 5, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 3

Up next

Next earnings call
Feb 2, 2027 Est · unconfirmed · in 11 wks
Q4 2026 earnings call transcript
call held Aug 11, 2026
Play latest call

Latest documents

2026
Nov 3
Quarterly report 10-Q FY2027 Q1, ended Sep 26
Revenue rises 136.5% as gross margin reaches 51.0%

Lumentum reported net revenue of $1,262.6 million for the three months ended September 26, 2026, up 136.5% from September 27, 2025, as gross margin rose to 51.0% from 34.0%.

Revenue $1.26B ▲ 136.5% Net income $360.3M ▲ 8478.6% Diluted EPS $3.54 ▲ 6980.0%
Read from the MD&A section
4 source passages
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. Net revenue | 1,262.6 | | 533.8 | | 728.8 | 136.5% Net revenue increased by $728.8 million, or 136.5%, during the three months ended September 26, 2026 compared to the three months ended September 27, 2025, driven by a $375.0 million increase in Components products and $353.8 million increase in Systems products. Gross margin for the three months ended September 26, 2026 increased to 51.0% from 34.0% for the three months ended September 27, 2025, primarily driven by higher revenue from our laser chip, laser assembly, and data transport products as well as our cloud transceiver product lines and optical circuit switch products. Open the document at this passage
Nov 2
Current report 8-K Events of Nov 1
Marvell to acquire company in 4.500-share exchange

Lumentum agreed to merge with Marvell Technology, Inc., with each Lumentum common share convertible into 4.500 Marvell common shares, subject to stockholder and regulatory approvals.

Entered into a material agreement, Director or officer change, or executive pay, Regulation FD disclosure Read from the first part of this long document
2 source passages
On November 1, 2026, Lumentum Holdings Inc., a Delaware corporation (“Lumentum” or the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Marvell Technology, Inc., a Delaware corporation (“Marvell”) At the effective time of the First Merger (the “Effective Time”), each share of common stock, par value $0.001 per share, of Lumentum (the “Lumentum Common Stock”) that is issued and outstanding immediately prior to the Effective Time, subject to certain exceptions in the Merger Agreement, will be converted into the right to receive 4.500 shares of common stock, par value $0.002 per share, of Marvell Open the document at this passage
Nov 2
Current report 8-K
Non-GAAP margin 42.3%; revenue $1.26 billion; outlook $1.575 billion to $1.625 billion

Lumentum reported fiscal first quarter 2027 net revenue of $1.26 billion and non-GAAP operating margin of 42.3%. It forecasts second-quarter revenue of $1.575 billion to $1.625 billion and non-GAAP diluted earnings per share of $5.90 to $6.20.

Financial results
6 source passages
Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fiscal first quarter ended September 26, 2026. Net revenue for the first quarter of fiscal year 2027 was $1.26 billion, with GAAP net income of $360.3 million, or $3.54 per diluted share. GAAP operating margin of 28.5%; Non-GAAP operating margin of 42.3% Lumentum expects the following for the second quarter of fiscal year 2027: Net revenue in the range of $1.575 billion to $1.625 billion Non-GAAP diluted earnings per share of $5.90 to $6.20 Open the document at this passage
Oct 6
Proxy statement DEF 14A Meeting Nov 18, 2026
Proxy statement

Lumentum reports that during fiscal year 2026 its OCS platform scaled past a $100 million quarterly revenue run rate, fourth-quarter revenue surpassed $1 billion, and production began on next-generation 1.6T modules.

Read from the first part of this long document
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$3.74B
Trailing 12 months
Net income (TTM)
−$6.58B
Trailing 12 months
Revenue growth YoY
+136.5%
Year over year
Operating margin
23.5%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
0.7%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$580.00M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+29.9%
Year over year · more shares
Price change (1Y)
+163.0%
Trailing year
Short interest
8.9%
Latest settlement · 1.5 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲9.7% $402.20M −$60.90M '25 Q2 ▲16% $425.20M −$44.10M '25 Q3 ▲55.9% $480.70M $213.30M '25 Q4* ▲58.4% $533.80M $4.20M '26 Q1 ▲65.5% $665.50M $78.20M '26 Q2 ▲90.1% $808.40M $144.20M '26 Q3 ▲109.3% $1.01B −$7.16B '26 Q4* LATEST ▲136.5% $1.26B $360.30M '27 Q1

* Q4 derived as the full year minus Q1 to Q3.

Equibles Research

our published analysis of this company

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −27%
below
Price vs 50-day avg −31%
below
RSI (14) 37
neutral
MACD trend Negative
52-week position 41%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return −28%
trailing
6-month return −35%
trailing
YTD return +62%
this year
Relative strength −35%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $867 › 200d $814 — 50d above 200d
Institutional flow Accumulating
1,270 of 1,339 funds reported for Sep 30 · net +2.3M sh shares · +209 new
Insider flow Distributing
Net -$525.3K over 90 days · 100% sells
Short interest Rising
8.94% of shares out · ▲ +4.8% MoM · 1.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,339 holders — near 3-yr high, broad support
Squeeze score 60
elevated · 0–100
Fundamentals
Excellent
Revenue growth +25%
Y/Y
Gross margin 101%
expanding
EPS growth −25224%
Y/Y
Free cash flow $300.1M
Buyback $569.6M
remaining
Balance sheet $406.1M
net cash
Quant / Vol
risk profile
Very High
Volatility 101%
annualized · 1-yr
Max drawdown −55%
past year
ATR 12.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 2 of last 3
Latest guidance · from the 8-K filed Nov 2, 2026
second quarter of fiscal year 2027
Net revenue $1.58B – $1.63B
prior qtr $1.26B midpoint +26.7% QoQ
Non-GAAP operating margin Non-GAAP 45% – 46%
Non-GAAP diluted earnings per share Non-GAAP $5.90 – $6.20
second quarter
Sequential growth $350M
Previous outlook earlier release · from the Earnings Call filed Feb 3, 2026

Still-open targets the latest release did not restate under the same label.

CPO · fourth calendar quarter $50M
Additional capacity · over the next couple of quarters 20%
200 gig · by the end of the calendar year 25%
Prior guidance period ended · from the Earnings Call filed Aug 11, 2026
Net revenue · first quarter of fiscal year 27 $1.23B – $1.28B
Non-GAAP operating margin · first quarter of fiscal year 27 39.5% – 40.5%
Guided vs delivered · last 3 settled
Net revenue fiscal first quarter of 2024
guided $300M – $325M
$317.6M In line
Net revenue fiscal second quarter 2023
guided $490M – $520M
$506M In line
COVID-19 impact on fourth quarter earnings fourth quarter
guided at least $0.50
$-0.06 Miss −112.0%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−27% Bearish
Price vs 50-day avg
−31% Bearish
RSI (14)
37 Neutral
MACD trend
Negative Bearish
52-week position
41% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $867 › 200d $814 — 50d above 200d
Institutional flow Accumulating
1,270 of 1,339 funds reported for Sep 30 · net +2.3M sh shares · +209 new
Insider flow Distributing
Net -$525.3K over 90 days · 100% sells
Short interest Rising
8.94% of shares out · ▲ +4.8% MoM · 1.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,339 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $227 Now $597 · 41% Range high $1,133
vs 200-day avg -27% vs 50-day avg -31%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted EBITDA non-GAAP $1.03B Twelve Months Ended June 27, 2026 —
GAAP → non-GAAP reconciliation
GAAP EBITDA $789.3M
+$11.4M Restructuring and related charges
+$191.3M Stock-based compensation and related payroll taxes
+$9.8M Acquisition-related warranty provision
+$2.1M Acquisition related costs, net
+$2.4M Integration related costs
+$2.5M Intangible assets write-off
+$0M Gain on sale of facility
+$17M Other charges (income), net
= Adjusted EBITDA $1.03B
EBITDA non-GAAP $789.3M Twelve Months Ended June 27, 2026 —
GAAP → non-GAAP reconciliation
GAAP GAAP net (loss) income -$6.94B
+$7.76B Loss on debt extinguishment
-$27.5M Escrow settlement
+$21.8M Interest expense
-$53.3M Other income, net
-$237.7M Income tax (benefit) provision
+$128.8M Depreciation expense
+$135.7M Amortization of acquired intangibles
= EBITDA $789.3M
Gross margin on non-GAAP basis non-GAAP 50.4% Three Months Ended June 27, 2026 —
Operating margin on non-GAAP basis non-GAAP 36.6% Three Months Ended June 27, 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Communication Equipment — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
LITE
Lumentum Holdings Inc.
this stock
$54.11B +61.9% +24.6% — 8.9%
CSCO
Cisco Systems, Inc.
 $377.07B +24.2% +2.8% 28.7 1.5%
MSI
Motorola Solutions, Inc.
 $87.83B +38.6% +5.7% 42.8 2.1%
HPE
Hewlett Packard Enterprise Co
 $64.10B +101.0% +13.8% 24.9 3.5%
NOK
Nokia Corp
 $45.67B +24.7% — — 1.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
1,443
% held
116.6%
Reported
1,270 of 1,339
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
1,068
View
Short & Settlement
Short Interest Rising
Shares short
8.1M
Days to cover
1.5d
Change
+371.5K sh
View
Short Volume
Short vol %
30%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
12.9K
Value
$12.8M
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
56.8%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$525.3K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Buy
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
Oct 20, 2026
View
Financials
Financials
Revenue (FY)
$3.0B
Net income (FY)
$-6.9B
EPS diluted
$-92.96
View
Buybacks
Authorized
$1.2B
Remaining
$569.6M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 3, 2026
This year
22

Lumentum reported net revenue of $1,262.6 million for the three months ended September 26, 2026, up 136.5% from September 27, 2025, as gross margin rose to 51.0% from 34.0%.

View
Proposed Sales
Value
$25.7M
Shares
24.5K
Filed
Oct 1, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 5, 2026
View
Investor Relations
Latest news
Marvell and Lumentum to Combine,…
Published
Nov 2, 2026
View

Performance

5D 20D 120D MTD YTD
LITE +10.8% -27.6% -34.5% -29.0% +61.9%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +8.2% -26.5% -35.0% -28.9% +51.3%

Capital returns

Buyback program · as of Mar 29, 2025
Authorized
$1.20B
Spent (derived)
$630.40M
Remaining
$569.60M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1633978 CUSIP 55024U109 13F (30d) 1089 filings 1037 filers Visit website Investor relations