Nasdaq · SIC 3669
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Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers) It serves customers in telecommunications, data communications, and consumer and industrial markets.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $1.7B | $1.7B | $1.8B | $1.4B | $1.6B |
| Gross profit | $783.1M | $788.6M | $569.0M | $251.5M | $459.9M |
| Operating income | $527.0M | $303.3M | -$115.7M | -$434.0M | -$180.1M |
| Net income | $397.3M | $198.9M | -$131.6M | -$546.5M | $25.9M |
| Diluted EPS | $5.07 | $2.68 | -$1.93 | -$8.12 | $0.37 |
| Operating cash flow | $738.7M | $459.3M | $179.8M | $24.7M | $126.3M |
| Free cash flow | $653.9M | $368.1M | $51.3M | -$108.3M | -$104.7M |
| Gross margin | 44.9% | 46.0% | 32.2% | 18.5% | 28.0% |
| Operating margin | 30.2% | 17.7% | -6.5% | -31.9% | -10.9% |
| Net margin | 22.8% | 11.6% | -7.4% | -40.2% | 1.6% |
| Line item | Q4 '24 | Q1 '24 | Q2 '24 | Q3 '25 | Q4 '25 | Q1 '25 | Q2 '25 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $308.3M | $336.9M | $402.2M | $425.2M | $480.7M | $533.8M | $665.5M | $808.4M |
| Gross profit | $51.3M | $77.9M | $99.6M | $122.5M | $159.9M | $181.5M | $240.1M | $357.0M |
| Operating income | -$133.4M | -$82.4M | -$51.6M | -$37.7M | -$8.4M | $6.7M | $64.3M | $174.5M |
| Net income | -$252.5M | -$82.4M | -$60.9M | -$44.1M | $213.3M | $4.2M | $78.2M | $144.2M |
| Diluted EPS | -$3.75 | -$1.21 | -$0.88 | -$0.64 | $3.10 | $0.05 | $0.89 | $1.50 |
| Operating cash flow | $35.5M | $39.6M | $24.3M | -$1.6M | $64.0M | $57.9M | $126.7M | $203.8M |
| Free cash flow | $10.9M | -$34.5M | -$15.9M | -$64.4M | $10.1M | -$18.3M | $43.1M | $79.1M |
| Gross margin | 16.6% | 23.1% | 24.8% | 28.8% | 33.3% | 34.0% | 36.1% | 44.2% |
| Operating margin | -43.3% | -24.5% | -12.8% | -8.9% | -1.7% | 1.3% | 9.7% | 21.6% |
| Net margin | -81.9% | -24.5% | -15.1% | -10.4% | 44.4% | 0.8% | 11.8% | 17.8% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-15 | Johnson Julia Suzanne | Award | 108 | $0.00 | $0.00 | filing |
| 2026-07-15 | Fletcher Pamela | Award | 108 | $0.00 | $0.00 | filing |
| 2026-07-15 | Small Ian | Award | 108 | $0.00 | $0.00 | filing |
| 2026-07-15 | HERSCHER PENNY | Award | 108 | $0.00 | $0.00 | filing |
| 2026-07-15 | Thad Trent | Award | 108 | $0.00 | $0.00 | filing |
| 2026-07-15 | Lillie Brian | Award | 108 | $0.00 | $0.00 | filing |
| 2026-06-02 | Harris Isaac Hosojiro | Sale | 1,416 | $1,000.08 | $1.4M | filing |
| 2026-05-29 | Harris Isaac Hosojiro | Sale | 4,000 | $860.00 | $3.4M | filing |
| 2026-05-29 | Harris Isaac Hosojiro | Tax withholding | 125 | $854.96 | $106,870.00 | filing |
| 2026-05-29 | Harris Isaac Hosojiro | Award | 258 | $0.00 | $0.00 | filing |
| 2026-05-21 | Small Ian | Sale | 4,954 | $868.07 | $4.3M | filing |
| 2026-05-18 | Wupen Yuen· PRESIDENT, GLOBAL BUS. UNITS | Sale | 3,210 | $953.95 | $3.1M | filing |
| 2026-05-18 | Retort Vincent· SEE REMARKS | Sale | 3,183 | $953.95 | $3.0M | filing |
| 2026-05-18 | Ali Wajid· EVP & CHIEF FINANCIAL OFFICER | Sale | 2,487 | $953.95 | $2.4M | filing |
| 2026-05-18 | Kim Jae· SVP, GENERAL COUNSEL | Sale | 1,422 | $953.95 | $1.4M | filing |
| 2026-05-15 | HURLSTON MICHAEL E.· President and CEO | Tax withholding | 5,438 | $970.70 | $5.3M | filing |
| 2026-05-15 | Wupen Yuen· PRESIDENT, GLOBAL BUS. UNITS | Tax withholding | 3,741 | $970.70 | $3.6M | filing |
| 2026-05-15 | Retort Vincent· SEE REMARKS | Tax withholding | 3,299 | $970.70 | $3.2M | filing |
| 2026-05-15 | Ali Wajid· EVP & CHIEF FINANCIAL OFFICER | Tax withholding | 2,914 | $970.70 | $2.8M | filing |
| 2026-05-15 | Fletcher Pamela | Sale | 1,578 | $940.82 | $1.5M | filing |
| 2026-05-15 | Kim Jae· SVP, GENERAL COUNSEL | Tax withholding | 1,416 | $970.70 | $1.4M | filing |
| 2026-05-14 | Fletcher Pamela | Sale | 1,577 | $1,003.38 | $1.6M | filing |
| 2026-05-11 | Lillie Brian | Sale | 1,951 | $1,003.62 | $2.0M | filing |
| 2026-05-11 | Lillie Brian | Sale | 1,848 | $1,000.16 | $1.8M | filing |
| 2026-05-11 | Kim Jae· SVP, GENERAL COUNSEL | Sale | 1,933 | $950.99 | $1.8M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.