Lumentum Holdings Inc. LITE

Lumentum’s strongest current evidence is the fiscal third-quarter filing stack. The 2026-05-05 8-K says the company reported results for its fiscal third quarter ended 2026-03-28, and the supplied filed facts put net income attributable to parent at $144.2M, operating income at $174.5M, diluted EPS at $1.50, and diluted weighted average shares at 96.2M for that same 10-Q period.

The company is not just a ticker label in the supplied rail. Its 10-Q describes Lumentum Holdings Inc. as a leading provider of optical and photonic products, recognised as an industry leader based on revenue and market share. That matters because the numbers here attach to a product business, with customers, inventory, research expense, equipment spending, and supply-chain disclosure, rather than to a purely financial wrapper.

The latest parsed SEC financial facts show revenue from contracts with customers, excluding assessed tax, of $1.65B in the 10-K period ended 2025-06-28. For the 10-Q period ended 2026-03-28, the rail supplies assets of $7.03B, liabilities of $4.05B, stockholders’ equity attributable to parent of $2.97B, cash and cash equivalents of $2.62B, short-term investments of $554.5M, operating cash flow of $388.4M, payments to acquire property, plant, and equipment of $284.5M, research and development expense of $90.6M, net inventory of $632.8M, and an increase in inventories of $165.2M.

The supplied source list does not include a chart route, candle data, price levels, volume, or moving averages, so this report cannot make a technical claim about the equity’s trading path today. The market mechanism visible from the rail is the issuer disclosure chain: quarterly results in the May 8-K and 10-Q, followed by June SEC filings including Form 4s, Form 144 notices, an 8-K, and a Form SD.

What changed in the public record is the run of named SEC events after earnings: a Form 144 on 2026-05-29, a Form 4, Form SD, and 8-K on 2026-06-01, a Form 144 on 2026-06-02, and another Form 4 on 2026-06-04. The supplied rail does not parse the transaction detail inside those ownership and sale-related forms, so the clean statement is that they exist, were filed on those dates, and keep the post-earnings disclosure tape active.

The product and supply-chain angle is also present but bounded. The 10-Q says that before fiscal 2026 the company operated in two reportable segments, Cloud & Networking and Industrial Tech. The Form SD says the Conflict Minerals Report is publicly available at www.lumentum.com/investors. Those facts support a real operating-company reading, but they do not prove a new product launch, customer win, approval, or guidance change in this source pack.