$LITE · Lumentum Holdings Inc. SEC Filings
Position Tracker tracks 3 SEC EDGAR filings for Lumentum Holdings Inc. ($LITE) from November 2, 2026 through November 4, 2026, including 0 Form 10-K annual reports, 1 Form 10-Q quarterly earnings reports, 2 Form 8-K current event disclosures, and 0 Form 4 insider equity transactions. Select any filing below to read the full AI summary, key financial takeaways, and original SEC.gov document.
$LITE 10-Q — Lumentum Holdings Inc.
Lumentum's 136.5% revenue growth and 51% gross margin confirm it is a direct beneficiary of the AI/cloud infrastructure capex cycle, but the 37% single-customer dependency is a…
$LITE 8-K — Lumentum Holdings Inc.
A $5.8B termination fee — among the largest ever in tech M&A — signals both the strategic importance of this deal and the substantial antitrust risk that could block it.
$LITE 8-K — Lumentum Holdings Inc.
Lumentum's revenue more than doubled YoY and Q2 guidance implies another ~$350M sequential jump, confirming that optical/photonic components are scaling as a direct AI infrastru…