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

Lumentum Q3 revenue rises 90% to record $808.4 million; GAAP profit $144.2 million

Positive Impact 3 of 5 earnings Written later

Lumentum reported fiscal third-quarter 2026 results for the quarter ended March 28, 2026, with net revenue of $808.4 million, up 90.1% from a year earlier, and GAAP net income of $144.2 million, or $1.50 per diluted share, compared with a net loss of $44.1 million a year earlier. The company guided fourth-quarter net revenue to $960 million to $1.01 billion and non-GAAP diluted earnings per share to $2.85 to $3.05, which points to continued growth expectations for shareholders.

Key points

  • Net revenue of $808.4 million, up 90.1% year over year from $425.2 million and up 21.5% from $665.5 million in the second quarter
  • GAAP diluted EPS of $1.50 versus a loss of $0.64 a year earlier; non-GAAP diluted EPS of $2.37
  • Fourth-quarter fiscal 2026 outlook: net revenue of $960 million to $1.01 billion and non-GAAP operating margin of 35.0% to 36.0%
  • Cash, cash equivalents and short-term investments of $3,172.3 million at quarter end, up $2,017.0 million from the prior quarter, mainly from Series A Convertible Preferred Stock issued in March 2026

The filing

CompanyLumentum (LITE)
Form8-K, current report
Filed with the SECMay 5, 2026, 4:11 PM ET
Accession number0001628280-26-030530

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing 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 05, 2026.

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