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Lumentum (LITE): financials, SEC filings and peers

Lumentum (LITE) is a communications equipment company in the Information Technology sector of the S&P 500, headquartered in San Jose, California.

It was founded in 2015 and joined the S&P 500 on March 23, 2026.

Its fiscal year ends in June, and its shares trade on the Nasdaq.

In its SEC filings it is classified as “Communications Equipment, NEC”.

Lumentum at a glance

Revenue (12 months)
$3.0B
Revenue growth
+83.2%
Operating margin
17.4%
Net income (12 months)
−$6.9B
Free cash flow (12 months)
$300M
Cash
$2.0B
Debt
$3.2B
Diluted EPS (12 months)
$-93.11

Twelve months to June 27, 2026, from the 10-K filed August 17, 2026.

Latest twelve months

Over the twelve months to June 27, 2026, Lumentum reported revenue of $3.0 billion, up a strong 83.2% from $1.6 billion a year earlier.

Its operating margin was 17.4%, up 28.4 percentage points from a year earlier: for every $100 of sales, about $17 was left as operating profit.

Lumentum reported a net loss of $6.9 billion over the period.

Profit fell while sales grew, which usually points to higher costs, heavier investment or one-time items. The filings explain which.

Operating cash flow was $751 million and capital spending $451 million, leaving free cash flow of $300 million (10.0% of revenue).

At the end of the period it held $2.0 billion in cash and $3.2 billion in debt, a net debt position of $1.2 billion.

The diluted share count fell 1700.0% in a year, typically the result of buybacks.

Five-year trend

  • Revenue went from $1.7 billion in fiscal 2021 to $3.0 billion in fiscal 2026, about 11.6% a year.
  • Operating margin narrowed from 30.2% to 17.4% over the same years.
  • Free cash flow was negative in 2 of the last 6 fiscal years.
  • Lumentum reported a net loss in 3 of the last 6 fiscal years.
Fiscal year20222023202420252026
Revenue$1.7B$1.8B$1.4B$1.6B$3.0B
Revenue growth-1.7%3.2%-23.1%21.0%83.2%
Operating margin17.7%-6.5%-31.9%-10.9%17.4%
Net income$199M−$132M−$547M$26M−$6.9B
Free cash flow$368M$51M−$108M−$105M$300M
Diluted EPS$2.68$-1.93$-8.12$0.37$-92.96

Fiscal years as reported in Lumentum’s 10-K filings. Free cash flow is operating cash flow minus capital spending.

Recent SEC filings

  • 10-K filed August 17, 2026 — annual report
  • 8-K filed August 11, 2026 — Earnings results
  • 8-K filed July 30, 2026 — Executive or director change
  • 8-K filed June 1, 2026 — Unregistered share sale

All Lumentum filings on SEC EDGAR

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Questions about Lumentum

Is Lumentum's revenue growing?

Yes. Revenue for the twelve months to June 27, 2026 was $3.0 billion, up 83.2% from a year earlier, according to its SEC filings.

Is Lumentum profitable?

Not over the latest twelve months: it reported a net loss of $6.9 billion for the period to June 27, 2026.

Does Lumentum have more cash or more debt?

At June 27, 2026 it had $2.0 billion in cash and $3.2 billion in debt, so more debt than cash.

When did Lumentum last file financial results?

Its latest annual report (10-K) was filed with the SEC on August 17, 2026.

Which companies are similar to Lumentum?

In the S&P 500, Lumentum is grouped in Communications Equipment within the Information Technology sector. Arista Networks (ANET), Ciena (CIEN), Cisco (CSCO), F5, Inc. (FFIV), Motorola Solutions (MSI) are in the same group.

Understand the numbers

Source: Lumentum’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved September 27, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.