Lumentum Holdings Inc. — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Lumentum reported Q1 FY2027 net revenue of $1,262.6M (up 136.5% YoY from $533.8M), with GAAP net income of $360.3M ($3.54 diluted EPS) and non-GAAP net income of $461.1M ($4.57 diluted EPS). The company secured its second major NPO/CPO (network processor optical/co-processor optical) customer win with purchase commitments exceeding $5 billion. Q2 FY2027 guidance: revenue $1.575–$1.625B, non-GAAP operating margin 45–46%, non-GAAP diluted EPS $5.90–$6.20.
Why this rating
Massive revenue growth (136.5% YoY), $5B multi-year customer commitment, and record Q2 guidance significantly above prior scale; margins expanding. Large absolute scale relative to $16.5B market cap (~7.6% quarterly revenue) and strong AI/cloud tailwinds.
Price action (we called it positive)
before filing · preread $861.49 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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