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Form 8-K · Current Report · Filed 2025-06-03

Lumentum Holdings Improves Revenue Outlook, Aims for $500M in Q1 FY26

Lumentum Holdings Inc. announced updated guidance for Q4 FY25, revealing an improved revenue outlook with expectations to reach $500M in Q1 FY26, one quarter earlier than previously anticipated. The company also maintained its long-term revenue outlook of $600M per quarter starting from Q4 FY26/Q1 FY27. The updated outlook and financial details were presented in a document furnished as Exhibit 99.1.

Filer
Lumentum Holdings Inc. LITE · NASDAQ
Filed
Accession
0001628280-25-029086
CIK
0001633978
Signal
Low impactTechnology

Items reported

Item 7.01

Regulation FD Disclosure

Regulation FD Disclosure
Item 9.01

Financial Statements and Exhibits

Exhibits Furnished

Market reaction

Close before filing

$75.86

Next session

+5.8%

Since filing

+841.1%

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:

Exhibits (1)

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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