LITELumentum
Price
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Great business, demanding price
Quality strong, nothing alarming, demanding price, growing in the filings, the market undecided.
Our business is driven by end-market applications leveraging the performance advantages of advanced optical and photonic solutions. We operate within global markets characterized by robust, long-term growth trends that are increasing demand for our products and technologies. The convergence of factors including the growing reliance on data transmission, the rapid adoption of AI/ML, and the increasing digitalization of society is driving expansion in cloud data centers and the demand for higher-bandwidth network solutions.
In the company’s own words · 10-K filed Aug 17, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Lumentum (LITE) reported revenue of $1.01B in Q4 2026 (quarter ended Jun 27, 2026), up 109% from the same quarter a year earlier. That came with a gross margin of 47% and net loss of $7.16B. For the full year FY2026, revenue was $3.01B (+83% year on year) and net income −$6.94B. Its largest region in Q4 2026 was Thailand at $218M, 24% of the disclosed total, just ahead of United States at 23%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 11, 2026Fiscal Fourth Quarter Highlights:.Earnings release · press release
- Jul 30, 2026On July 27, 2026, Vincent Retort, Executive Vice President, Global Reliability & Quality of Lumentum Holdings Inc. (the “Company”), informed the Company of his planned retirement from the Company, effective in October 2026.Director or officer change · Form 8-K
- Jun 1, 2026On May 29, 2026, Lumentum Holdings Inc. (the “Company”) entered into separate privately-negotiated exchange agreements (the “Exchange Agreements”) with certain holders of its outstanding 0.50% Convertible Senior Notes due 2028 (the “Notes”), pursuant to which the Company will deliver an aggregate of approximately 5.0 …Unregistered sale of equity · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q4 2026 · $898.2MThe company’s own SEC segment disclosure.
- Thailand$217.7M24%
- United States$203.6M23%
- Hong Kong$171.5M19%
- Mexico$164.1M18%
- China$110.7M12%
- Japan$30.6M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Communication Equipment
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