Every material Form 8-K Lumentum filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lumentum Holdings Inc. entered into a definitive merger agreement on November 1, 2026, under which Marvell Technology, Inc. will acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. Lumentum stockholders will receive 4.500 shares of Marvell common stock for each share of Lumentum common stock they own. The transaction is expected to close in the first half of calendar year 2028, subject to regulatory and stockholder approvals.
On November 1, 2026, Lumentum entered into an agreement to be acquired by Marvell Technology in an all-stock transaction.
Lumentum stockholders will receive a fixed exchange ratio of 4.500 shares of Marvell common stock for each share of Lumentum common stock, representing an implied enterprise value of $115 billion.
The transaction is expected to close in the first half of calendar year 2028.
Following closing, current Marvell stockholders will own approximately 67% and Lumentum stockholders will own approximately 33% of the combined company.
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.
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.
Lumentum reported fourth-quarter fiscal 2026 net revenue of $1.01 billion, up from $480.7 million a year earlier, but a $7.8 billion non-cash loss on debt extinguishment from equitizing convertible notes drove a GAAP net loss of $7.2 billion, or $84.65 per diluted share. The company guided first-quarter fiscal 2027 net revenue to $1.225 billion to $1.275 billion, with non-GAAP diluted EPS of $4.05 to $4.35.
Q4 fiscal 2026 net revenue was $1.01 billion, up 109.3% year over year and 24.5% from the third quarter's $808.4 million.
Q4 GAAP net loss was $7.2 billion ($84.65 per diluted share), driven by a one-time, non-cash loss on debt extinguishment of $7.8 billion.
Q4 non-GAAP net income was $326.3 million, or $3.23 per diluted share, versus $0.88 a year earlier.
Q1 fiscal 2027 guidance: net revenue of $1.225 billion to $1.275 billion and non-GAAP operating margin of 39.5% to 40.5%.
Lumentum Holdings said Executive Vice President of Global Reliability & Quality Vincent Retort informed the company on July 27, 2026 that he plans to retire effective in October 2026. He has agreed to provide consulting services for a two-year term after retirement, and his outstanding equity awards will keep vesting during that term if he remains a service provider.
Vincent Retort, Executive Vice President, Global Reliability & Quality, plans to retire effective October 2026.
Notice given to the company on July 27, 2026; the 8-K was filed July 30, 2026.
Retort will provide consulting services to Lumentum for a two-year term after retirement.
His outstanding equity awards continue to vest during the consulting term on existing schedules, provided he remains a service provider.
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.
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
Lumentum reported fiscal second-quarter 2026 results for the quarter ended December 27, 2025, with net revenue of $665.5 million, up 65.5% from a year earlier and 24.7% from the first quarter. GAAP net income was $78.2 million, or $0.89 per diluted share, compared with a net loss of $60.9 million a year earlier, and the company guided third-quarter net revenue to $780 million to $830 million.
Net revenue of $665.5 million, up 24.7% from the first quarter ($533.8 million) and 65.5% from the year-ago quarter ($402.2 million)
GAAP net income of $78.2 million, or $0.89 per diluted share, versus $4.2 million, or $0.05, in the first quarter
Third-quarter fiscal 2026 outlook: net revenue of $780 million to $830 million, non-GAAP operating margin of 30.0% to 31.0%, and non-GAAP diluted EPS of $2.15 to $2.35
Total cash, cash equivalents, and short-term investments of $1,155.3 million at quarter end, up $33.5 million sequentially
Lumentum Holdings said Chief Accounting Officer Matthew Sepe plans to retire, and the board appointed Eric Chang, who recently joined as Senior Vice President, Finance, to succeed him as CAO. Sepe remains Senior Vice President, Finance until his retirement in fall 2026, and the CAO change takes effect on the later of February 6, 2026 and the filing of the 10-Q for the quarter ended December 27, 2025. The filing says Chang's compensation is not expected to change.
Matthew Sepe informed the company of his planned retirement on December 29, 2025.
Sepe steps down as CAO on the later of February 6, 2026 and the 10-Q filing date for the quarter ended December 27, 2025.
Eric Chang, 52, previously was CFO of Digilens, Inc. (July to November 2025) and CAO of Edgio, Inc. (October 2022 to June 2025).
Chang's compensation is not expected to change in connection with the appointment.
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