Flash FinanceUS
Market closed · weekend S&P 5007,376.86+0.31% Nasdaq24,579.42+1.09% Dow 3051,285.73-0.46% Russell 20002,754.11+0.89% Nasdaq-10026,989.99+1.35% MidCap 4003,602.50+0.56% SmallCap 6001,673.98+0.05% VIX25.64-9.01% 10Y Yield4.86+0.45% Close of Nov 06, 2026
AI brief of an SEC Form 8-K · Lumentum (LITE)

Lumentum Q4 revenue rises 55.9% to $480.7 million; guides Q1 to $510-$540 million

Positive Impact 3 of 5 earnings Written later

Lumentum reported fiscal fourth-quarter 2025 net revenue of $480.7 million, up 55.9% from a year earlier and 13.1% from the prior quarter, with GAAP net income of $213.3 million, or $2.96 per diluted share, helped by a $224.7 million income tax benefit. The company expects first-quarter fiscal 2026 net revenue of $510 million to $540 million, which would be above the fourth-quarter level.

Key points

  • Q4 FY25 GAAP net income of $213.3 million ($2.96 per diluted share) compared with a GAAP net loss of $252.5 million in Q4 FY24; the quarter included a $224.7 million income tax benefit.
  • Q4 FY25 non-GAAP net income of $63.3 million, or $0.88 per diluted share, versus $40.9 million ($0.57) in Q3 FY25.
  • Fiscal 2025 net revenue of $1.65 billion, up 21.0% from $1.36 billion in fiscal 2024; GAAP net income of $25.9 million.
  • Q1 FY26 outlook: net revenue of $510 million to $540 million, non-GAAP operating margin of 16.0% to 17.5%, and non-GAAP diluted EPS of $0.95 to $1.10.

The filing

CompanyLumentum (LITE)
Form8-K, current report
Filed with the SECAug 12, 2025, 4:17 PM ET
Accession number0001628280-25-039896

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 August 12, 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.