Lumentum Holdings INC
Market Movers (8-K)
NASDAQ
Lumentum Holdings Inc. announced the planned retirement of Executive Vice President Vincent Retort, effective October 2026, with a transition to a two-year consulting agreement.
NASDAQ
Lumentum Holdings Inc. announced the exchange of approximately $650.4 million in convertible senior notes for roughly 5.0 million shares of common stock, expected to close by June 4, 2026.
NASDAQ
Lumentum Holdings Inc. announced the exchange of approximately $474.6 million in principal amount of its convertible senior notes for approximately 5.7 million shares of common stock.
NASDAQ
Lumentum Holdings Inc. announced a $2 billion strategic investment from NVIDIA Corporation and a multi-year partnership to advance state-of-the-art optics technology for AI infrastructure.
Capital raise
Better than expected
NASDAQ
Lumentum Holdings Inc. reported robust fiscal second quarter 2026 results, exceeding revenue guidance and demonstrating significant profitability expansion driven by strong demand for optical circuit switches and co-packaged optics.
Better than expected
NASDAQ
Lumentum Holdings Inc. announced the planned retirement of its Chief Accounting Officer, Matthew Sepe, and the appointment of Eric Chang as his successor.
Quarterly Earnings (10-Q)
NASDAQ
Lumentum Holdings Inc. reported a significant turnaround in its first fiscal quarter of 2026, achieving net income of $4.2 million on robust revenue growth of 58.4% year-over-year.
Capital raise
Better than expected
NASDAQ
Lumentum Holdings Inc. announces increased revenue for Q3 2025, driven by Cloud & Networking segment growth, while navigating strategic restructuring and market shifts.
Worse than expected
NASDAQ
Lumentum's Q2 fiscal 2025 saw revenue increase driven by Cloud & Networking, offset by a decline in Industrial Tech, with a net loss reported.
Worse than expected
NASDAQ
Lumentum Holdings Inc. reported a net loss of $82.4 million for the quarter ended September 28, 2024, despite a slight increase in net revenue.
Worse than expected
NASDAQ
Lumentum Holdings Inc. reported a net loss for the third quarter of fiscal year 2024, with revenue declining year-over-year due to market competition and customer inventory adjustments.
Worse than expected
NASDAQ
Lumentum Holdings Inc. reports a net loss for the second quarter of fiscal year 2024, impacted by decreased revenue and gross margin, despite the acquisition of Cloud Light.
Worse than expected
Annual Reports (10-K)
NASDAQ
Lumentum Holdings Inc. reported a return to net income in fiscal year 2025, driven by significant growth in its Cloud & Networking segment, particularly from AI/ML customers, despite a decline in Industrial Tech revenue.
Better than expected
NASDAQ
Lumentum's fiscal year 2024 results reveal a significant revenue decrease due to customer inventory adjustments and geopolitical factors, impacting profitability.
Delay expected
Worse than expected
Insider Trading (Form 4)
NASDAQ
Trent Thad, a Director of Lumentum Holdings Inc., received 108 shares of common stock on July 15, 2026.
NASDAQ
Ian Small, a Director of Lumentum Holdings Inc., received 108 shares of common stock on July 15, 2026.
NASDAQ
Brian Lillie, a Director of Lumentum Holdings Inc., received 108 shares of common stock on July 15, 2026.
NASDAQ
Julia Suzanne Johnson, a Director of Lumentum Holdings Inc., received 108 shares of common stock on July 15, 2026.
NASDAQ
Penny Herscher, a Director of Lumentum Holdings Inc., received 108 shares of common stock on July 15, 2026.
NASDAQ
Pamela Fletcher, a Director of Lumentum Holdings Inc., received 108 shares of common stock on July 15, 2026.
Proxy Statements (Def-14A)
NASDAQ
Lumentum Holdings Inc. announces its 2025 Annual Meeting, seeking stockholder votes on director elections, executive compensation, an equity plan, and auditor ratification.
NASDAQ
Lumentum Holdings Inc. delivered strong fiscal year 2025 results with 21% revenue growth to $1.65 billion, driven by accelerated growth in its Cloud and Networking business and strategic positioning in AI infrastructure.
Better than expected
NASDAQ
DEFA14A: Lumentum Holdings Inc. Sets Date for 2024 Annual Meeting, Outlines Proposals for Stockholder Vote
Lumentum Holdings Inc. announces its 2024 Annual Meeting of Stockholders to be held virtually on November 20, 2024, outlining key proposals for shareholder voting.
NASDAQ
Lumentum Holdings Inc. is holding its Annual Meeting of Stockholders on November 20, 2024, to vote on the election of directors, executive compensation, an amendment to the equity incentive plan, and the ratification of the independent auditor.
Worse than expected
Schedule 13G - Passive Investments
NASDAQ
FMR LLC, through its subsidiaries, has reported a 4.6% stake in Lumentum Holdings Inc. as of June 30, 2026.
NASDAQ
Capital World Investors has disclosed a beneficial ownership of 1,315,977 shares, representing 1.8% of Lumentum Holdings Inc.'s common stock as of March 31, 2026.
NASDAQ
FMR LLC, through its subsidiaries and affiliates, has reported beneficial ownership of 10.4% of Lumentum Holdings Inc.'s common stock as of March 31, 2026.
NASDAQ
Vanguard Capital Management has reported a beneficial ownership of 7.35% in Lumentum Holdings Inc. common stock as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported beneficial ownership of 5.19% of Lumentum Holdings Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group reported 0% beneficial ownership in Lumentum Holdings Inc. following an internal realignment that disaggregated reporting to its subsidiaries.