AI brief of an SEC Form 8-K · Lumentum (LITE)

Lumentum Q3 revenue rises 16% to $425.2 million; GAAP loss narrows from a year earlier

Positive Impact 3 of 5 earnings Written later

Lumentum reported fiscal third-quarter 2025 results for the quarter ended March 29, 2025, with net revenue up 16.0% year over year to $425.2 million. The GAAP net loss narrowed to $44.1 million, or $0.64 per diluted share, from $127.0 million, or $1.88 per share, a year earlier. The company also gave fiscal fourth-quarter guidance of $440 million to $470 million in net revenue and non-GAAP diluted EPS of $0.70 to $0.80.

Key points

  • Net revenue was $425.2 million, up 5.7% from $402.2 million in the prior quarter and up 16.0% from $366.5 million a year earlier.
  • GAAP net loss was $44.1 million ($0.64 per diluted share), compared with a net loss of $60.9 million in the prior quarter and $127.0 million a year earlier.
  • Non-GAAP diluted EPS was $0.57, compared with $0.42 in the prior quarter and $0.09 a year earlier.
  • Q4 fiscal 2025 guidance: net revenue of $440 million to $470 million and non-GAAP diluted EPS of $0.70 to $0.80; cash and short-term investments were $866.7 million at quarter end.

The filing

CompanyLumentum (LITE)
Form8-K, current report
Filed with the SECMay 6, 2025, 4:26 PM ET
Accession number0001628280-25-022709

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.