~2 min read · 352 words ·updated 2026-04-29
Financials overview
Lumentum is a US-domestic filer — Form 10-K annually + 10-Q quarterly + 8-K event-driven + Form 4 insider real-time. Fiscal year ends on the Saturday closest to June 30 (52/53-week fiscal year, common in semis). All amounts in USD.
Status: Detailed quarterly trend, segment mix, balance sheet, and DCF/comps pages are stubs awaiting agent population. The placeholders below describe the structure.
Filing regime
| Filing | Frequency | Use |
|---|---|---|
| Form 10-K | Annual (Aug/Sep for FY ending late June) | Full audited financials, MD&A, risk factors, capital structure |
| Form 10-Q | Quarterly | Unaudited interim financials |
| Form 8-K | Event-driven | Material agreements (NVDA $2B investment, Cloud Light close), earnings, capital actions |
| Schedule 13G/13D | Per holder ≥5% | Institutional ownership |
| Form 4 | Per insider transaction | Real-time insider activity (10b5-1 plans common at LITE) |
Segment structure (high level)
| Segment | Drivers |
|---|---|
| Cloud & Networking | InP EML/laser sources (AI-datacenter pull-through), ROADM/wave-shaper (telecom carrier capex), datacom transceivers (Cloud Light hyperscaler-direct) — dominant and growing |
| Industrial Tech | 3D-sensing VCSELs, industrial lasers — slower-growing, consumer-cycle-sensitive |
Capex cycle (AI-pivot inflection)
The March 2026 NVDA $2B strategic investment funds an EML capacity build dedicated to NVDA. Lumentum’s FY2026/FY2027 capex envelope re-rates materially upward as a result; the question is unit economics on the NVDA-allocated capacity vs. the rest of the merchant EML book.
Sub-pages
- Quarterly trend — last 8 quarters revenue, GM, opex, EPS
- Segment revenue mix — Cloud & Networking vs Industrial Tech, AI/non-AI splits
- Balance sheet — cash, debt, working capital, fab assets, NVDA strategic investment instrument terms
- Capex cycle — InP fab expansion (San Jose, Towcester), 200G/lane EML ramp, NVDA-funded portion
- Margins and pricing — InP EML ASPs, transceiver gross-margin profile, mix-shift to AI
- Cloud Light integration — acquisition financials, transceiver-segment build-up
- Comparable transactions — Coherent Corp comp, NVDA-direct strategic-investment comps
- DCF assumptions — capacity utilization, ASP trajectory, NVDA-customer concentration scenarios
- Earnings calls — most recent transcripts and management commitments