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

Lumentum Reports Q1 FY 2027 Net Revenue of $1.26 Billion and Provides Q2 Guidance

Positive Impact 4 of 5 earnings

Lumentum Holdings Inc. reported first-quarter fiscal 2027 net revenue of $1.26 billion with GAAP net income of $360.3 million. The company secured a second major NPO/CPO win with purchase commitments exceeding $5 billion and issued positive revenue and earnings guidance for the second quarter.

Key points

  • Net revenue for the fiscal first quarter ended September 26, 2026, was $1.26 billion.
  • GAAP net income was $360.3 million, or $3.54 per diluted share.
  • The company secured a major NPO/CPO win backed by purchase commitments exceeding $5 billion.
  • Second-quarter fiscal 2027 net revenue is forecasted to be between $1.575 billion and $1.625 billion.

The filing

CompanyLumentum (LITE)
Form8-K, current report
Filed with the SECNov 2, 2026, 7:12 AM ET
Accession number0001628280-26-068655

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Google Gemini, gemini-3.5-flash-lite) on Nov 2, 2026, 8:16 AM ET, from the text of the filing and its press-release exhibits only.

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.