Company overview
What does Lumentum Holdings Inc. do?
Lumentum Holdings Inc. (LITE) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 3669 (Communications Equipment, NEC).
What does Lumentum Holdings Inc. do?
Lumentum Holdings Inc. (LITE) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 3669 (Communications Equipment, NEC).
What industry is Lumentum Holdings Inc. in?
Industrials · Communications Equipment, NEC
What was Lumentum Holdings Inc.'s latest reported revenue?
$425.2M for Q1 2025, from 10-Q filed May 7, 2025.
What changed in the latest comparable period?
Revenue increased +16.0% ($366.5M to $425.2M; Q1 2024 vs Q1 2025).
Business model (from the public record)
Belvedere describes the business using the issuer’s SEC classification and the company description extracted from public filings. Segment mix, customer identity, and recurring-versus-transactional revenue are shown only when those facts are identified in the filing extract—not inferred.
Industrials · Communications Equipment, NEC · United States
Financial profile
- Revenue
- $425.2M 10-Q · Q1 2025 · Filed May 7, 2025
- Revenue growth YoY
- +16.0% Belvedere calculation · 10-Q · Q1 2025 · Filed May 7, 2025
- Gross margin
- +28.8% Belvedere calculation · 10-Q · Q1 2025 · Filed May 6, 2026
- Operating margin
- -8.9% Belvedere calculation · 10-Q · Q1 2025 · Filed May 6, 2026
- Net income
- -$44.1M 10-Q · Q1 2025 · Filed May 6, 2026
- Operating cash flow
- — Not identified in latest matched XBRL period
- Capex
- — Not identified in latest matched XBRL period
- Belvedere FCF
- — Not identified in latest matched XBRL period
- FCF margin
- — Not identified in latest matched XBRL period
- Cash
- $2B 10-K · Jun 27, 2026 · Filed Aug 17, 2026
- Debt
- $1.6B Belvedere calculation · 10-K · Jun 27, 2026 · Filed Aug 17, 2026
- Net debt
- -$406.1M Belvedere calculation · 10-K · Jun 27, 2026 · Filed Aug 17, 2026
- Shares
- 88,600,000 10-K · Jun 27, 2026 · Filed Aug 17, 2026
Balance sheet snapshot
Cash $2B. Identified debt $1.6B. Net debt -$406.1M. Missing debt tags are not treated as a zero-debt capital structure.
Financial information is derived from public filings and other identified sources. Belvedere calculations may differ from company-defined non-GAAP measures. See methodology and source notes. Valuation multiples are omitted because a licensed market-data provider is not configured.
Latest filings
| Form | Filed | Period | Accession | Source |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | Sep 16, 2026 | 0001489550-26-000012 | SEC |
| 4 | Sep 15, 2026 | Sep 11, 2026 | 0001489550-26-000011 | SEC |
| 4 | Sep 10, 2026 | Sep 8, 2026 | 0001489550-26-000010 | SEC |
| 4 | Sep 4, 2026 | Sep 2, 2026 | 0001489550-26-000009 | SEC |
| 4 | Sep 1, 2026 | Aug 28, 2026 | 0001489550-26-000008 | SEC |
| 4 | Aug 27, 2026 | Aug 25, 2026 | 0001573338-26-000017 | SEC |
| 4 | Aug 27, 2026 | Aug 17, 2026 | 0001573338-26-000016 | SEC |
| 4 | Aug 27, 2026 | Aug 25, 2026 | 0001489550-26-000007 | SEC |
| 4 | Aug 27, 2026 | Aug 25, 2026 | 0001648256-26-000008 | SEC |
| 4 | Aug 27, 2026 | Aug 25, 2026 | 0001570465-26-000007 | SEC |
| 4 | Aug 27, 2026 | Aug 25, 2026 | 0001664898-26-000005 | SEC |
| 4 | Aug 27, 2026 | Aug 25, 2026 | 0001561100-26-000007 | SEC |
| 4 | Aug 27, 2026 | Aug 17, 2026 | 0001489550-26-000006 | SEC |
| 4 | Aug 27, 2026 | Aug 17, 2026 | 0001648256-26-000007 | SEC |
| 4 | Aug 27, 2026 | Aug 17, 2026 | 0001570465-26-000006 | SEC |
| 4 | Aug 27, 2026 | Aug 17, 2026 | 0001561100-26-000006 | SEC |
| 4 | Aug 26, 2026 | Aug 24, 2026 | 0001489550-26-000005 | SEC |
| 4 | Aug 21, 2026 | Aug 19, 2026 | 0001489550-26-000004 | SEC |
What changed
Each line is an arithmetic comparison of sourced facts. It is not a thesis.
Research view
Belvedere has not published an initiation or update on Lumentum Holdings Inc.. Universe inclusion is not a rating, a forecast, or coverage in the sell-side sense.
Research Radar
| Kind | Change | Explanation | Source | Date |
|---|---|---|---|---|
| Cash | $2.04B | Cash and cash equivalents were $2.0B as of the latest reported balance-sheet date. | 10-K · CashAndCashEquivalentsAtCarryingValue | Aug 17, 2026 |
| Share count | $88.6M | Shares outstanding were 88,600,000 as of the latest reported date. | 10-K · CommonStockSharesOutstanding | Aug 17, 2026 |
| Margin change | $0.288 | Reported gross margin was +28.8% in the latest comparable period. | 10-Q · BelvedereGrossMargin | May 6, 2026 |
| Revenue | +16.0% | Revenue increased +16.0% ($366.5M to $425.2M; Q1 2024 vs Q1 2025). | 10-Q · RevenueFromContractWithCustomerExcludingAssessedTax | May 7, 2025 |
| Revenue acceleration | +6.4 pp | Quarterly revenue YoY growth moved from +9.7% to +16.0% (+6.4 percentage points). | 10-Q · BelvedereRevenueGrowthYoY | May 7, 2025 |
Rankings
- Fastest-Growing Companies in the Belvedere Universe · rank 36 · +16.0%
- Revenue Growth Acceleration · rank 32 · 6.4 pp
- Belvedere Undercoverage Screen · rank 6 · 46
- Industrial Companies by Revenue Growth · rank 8 · +16.0%
Industry context
Lumentum Holdings Inc. is mapped to Industrials (Communications Equipment, NEC) from SIC metadata on the SEC submission. Mapping is a classification convenience, not a claim that every peer is economically comparable.
Belvedere Research Profile
This measures researchable information characteristics. It is not investment advice, a credit rating, or a buy/sell/hold recommendation.
Presence of core income-statement, cash-flow and balance-sheet concepts in SEC XBRL.
Comparable-period revenue history and operating-result availability.
Availability of margin, cash-flow and per-share concepts used in screening.
SEC periodic reports, current reports, proxy statement and website identified in submissions.
Distinct filing years in the current archive window plus comparable prior-period revenue.
Risks
Belvedere does not manufacture generic risk language. Material risks are those the issuer discloses in its periodic reports, particularly Item 1A of the latest Form 10-K.
A Form 10-K was not present in the current filing window.
Sources
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q1 2025
- Filed
- May 7, 2025
- Accession
- 0001628280-25-022788
- Concept
- RevenueFromContractWithCustomerExcludingAssessedTax
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q1 2025
- Filed
- May 7, 2025
- Accession
- 0001628280-25-022788
- Concept
- BelvedereRevenueGrowthYoY
(RevenueFromContractWithCustomerExcludingAssessedTax 2025-03-29 / RevenueFromContractWithCustomerExcludingAssessedTax 2024-03-30) - 1
View filing- Source
- U.S. Securities and Exchange Commission
- Form
- 10-K
- Period
- Jun 27, 2026
- Filed
- Aug 17, 2026
- Accession
- 0001628280-26-057358
- Concept
- CashAndCashEquivalentsAtCarryingValue
Disclosure
Belvedere Research publishes informational analysis. Nothing on this site is investment advice, an offer, or a solicitation to buy or sell any security.
This page is a company intelligence / data profile. It is not a research report unless a dated note is attached above. Rankings appearing here are independent of any issuer compensation.
Frequently asked questions
- What does Lumentum Holdings Inc. do?
- Lumentum Holdings Inc. (LITE) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 3669 (Communications Equipment, NEC).
- What industry is Lumentum Holdings Inc. in?
- Lumentum Holdings Inc. is classified in Industrials (Communications Equipment, NEC).
- When did Lumentum Holdings Inc. last file a periodic report?
- Lumentum Holdings Inc. last filed a 4 on Sep 18, 2026 (accession 0001489550-26-000012).
- What was Lumentum Holdings Inc.'s latest revenue?
- $425.2M for Q1 2025, sourced from 10-Q filed May 7, 2025.
- Does Belvedere cover Lumentum Holdings Inc.?
- Lumentum Holdings Inc. is in the Belvedere universe. Presence in the universe is not the same as active initiation coverage.