Lumentum
Lumentum Holdings Inc. (Nasdaq: LITE) develops and manufactures optical and photonic products for cloud data centers, AI infrastructure, telecommunications, enterprise networks, consumer electronics, and industrial applications. Its components include laser chips, photonic integrated circuits, photodiodes, and optical… From the company’s description.
In fiscal 2026, Lumentum reported revenue of $3.01B, up 83.2% from fiscal 2025, and a net loss of $6.94B. Its operating margin was 17.4%, and operations generated $751.40M in cash.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure.
What Lumentum does
In the company’s own words
Lumentum Holdings Inc. (Nasdaq: LITE) develops and manufactures optical and photonic products for cloud data centers, AI infrastructure, telecommunications, enterprise networks, consumer electronics, and industrial applications. Its components include laser chips, photonic integrated circuits, photodiodes, and optical subsystems; its systems include optical transceivers, optical circuit switches, network transport equipment, and industrial lasers. Customers include cloud and network service providers, AI infrastructure providers, network equipment manufacturers, and industrial manufacturers, while consumer laser light sources are used in 3D-sensing devices. The company’s products support high-capacity fiber-optic communications and precision material processing, including semiconductor, electric-vehicle battery, and metal fabrication applications. Lumentum operates as one reportable segment and categorizes products as Components or Systems. It was spun off from JDSU in 2015 and later acquired Oclaro, NeoPhotonics, telecom transmission product lines from IPG Photonics, and Cloud Light. As of June 27, 2026, it employed approximately 13,757 full-time employees. Its website is www.lumentum.com.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Communications Equipment
- Headquarters
- SAN JOSE, CA
- Fiscal year end
- June
- CIK
- 1633978
- SIC
- 3669
Financial performance, year by year
Fiscal 2015–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Lumentum — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Lumentum · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Lumentum’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Lumentum’s bonds, as funds hold them
Funds report holding 4 issues of Lumentum’s debt, $1.50B at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.51%, maturing 2026 to 2032.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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