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Form 8-K · Current Report · Filed 2026-04-08

Lumentum Holdings Exchanges Convertible Notes for Common Stock

On April 7, 2026, Lumentum Holdings Inc. announced a private placement exchange of its 0.50% Convertible Senior Notes due 2026 and 1.50% Convertible Senior Notes due 2029 for approximately 5.7 million shares of its common stock. The transaction, expected to close on April 13, 2026, will result in the cancellation of approximately $474.6 million in principal amount of the notes and incremental dilution of approximately 0.6 million shares of common stock. The company will not receive any cash proceeds from the exchange, and the remaining notes will continue with unchanged terms.

Filer
Lumentum Holdings Inc. LITE · NASDAQ
Filed
Accession
0001193125-26-146256
CIK
0001633978
Signal
High impactTechnology

Items reported

Item events

Reported Item

Securities Purchase Agreement Debt Default/Acceleration Triggered Equity Plan Approved

Market reaction

Close before filing

$815.75

Next session

+9.6%

Since filing

-12.5%

Latest close

$713.94

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from LITE reporting the same item, with the next session's move:

Insider tape

Within 45 days of this filing, LITE insiders reported 47 Form 4 transactions — net selling of $50.3M.

Full LITE insider history →

About Lumentum Holdings Inc.

Lumentum Holdings Inc. is a leading designer and manufacturer of optical and photonic products serving diverse sectors such as telecommunications, data communications, and industrial applications. The company's core offerings include cutting-edge components and modules like optical transceivers, amplifiers, and active components which facilitate the transmission of data over fiber optic networks. Additionally, Lumentum develops industrial lasers that are critical in material processing and precision manufacturing industries. Their advanced laser products are employed in various applications from semiconductor fabrication to automotive manufacturing. Established as a spin-off from JDS Uniphase Corporation in 2015, Lumentum has been instrumental in propelling the transition to high-speed data networks and supporting the backbone of modern communication infrastructures. Its innovations play a critical role in enhancing network efficiency, bandwidth, and overall optical performance, positioning the company as a vital player in the ongoing evolution of global telecommunications and industrial technologies.

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