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AI Earnings Predictions for Lumentum Holdings Inc. (LITE)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+5.39%

$461.25

100% positive prob.

5-Day Prediction

+12.16%

$490.89

100% positive prob.

20-Day Prediction

+16.63%

$510.45

95% positive prob.

Price at prediction: $437.65 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q4 2025

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2025
Q4

Q4 2025 Earnings

8-K BUY

Feb 3, 2026 · 100% conf.

AI Prediction BUY

1D

+5.39%

$461.25

Act: +5.96%

5D

+12.16%

$490.89

Act: +27.98%

20D

+16.63%

$510.45

Act: +53.70%

Price: $437.65 Prob +5D: 100% AUC: 1.000
0001628280-26-005005

lite-202602030001633978false00016339782026-02-032026-02-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 3, 2026 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter)

Delaware001-3686147-3108385 (State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification Number)

1001 Ridder Park Drive, San Jose, California 95131 (Address of Principal Executive Offices including Zip code) (408) 546-5483 (Registrant’s Telephone Number, Including Area Code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value of $0.001 per shareLITENasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition. On February 3, 2026, Lumentum Holdings Inc. (the “Company”) reported results for its fiscal second quarter ended December 27, 2025. The Company also posted a slide presentation entitled “Q2 FY26 Conference Call” dated February 3, 2026 on the “Events and Presentations” investor section of its website (www.lumentum.com). A copy of the Company’s press release is furnished herewith as Exhibit 99.1. Information on the Company’s website is not, and will not be deemed to be, a part of this Current Report on Form 8-K or incorporated into any other filings the Company may make with the Securities and Exchange Commission. The information in this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.Description

99.1Press release entitled “Lumentum Announces Second Quarter of Fiscal Year 2026 Financial Results” dated February 3, 2026

104Cover Page Interactive Data File (formatted as Inline XBRL)

Signature Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LUMENTUM HOLDINGS INC.

By:/s/ Wajid Ali Name:Wajid Ali

Title:Chief Financial Officer

February 3, 2026

2025
Q3

Q3 2025 Earnings

8-K

Nov 4, 2025

0001628280-25-048860

lite-202511040001633978false00016339782025-11-042025-11-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): November 4, 2025 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter)

Delaware001-3686147-3108385 (State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification Number)

1001 Ridder Park Drive, San Jose, California 95131 (Address of Principal Executive Offices including Zip code) (408) 546-5483 (Registrant’s Telephone Number, Including Area Code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value of $0.001 per shareLITENasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition. On November 4, 2025, Lumentum Holdings Inc. (the “Company”) reported results for its fiscal first quarter ended September 27, 2025. The Company also posted a slide presentation entitled “Q1 FY26 Conference Call” dated November 4, 2025 on the “Events and Presentations” investor section of its website (www.lumentum.com). A copy of the Company’s press release is furnished herewith as Exhibit 99.1. Information on the Company’s website is not, and will not be deemed to be, a part of this Current Report on Form 8-K or incorporated into any other filings the Company may make with the Securities and Exchange Commission. The information in this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.Description

99.1Press release entitled “Lumentum Announces First Quarter of Fiscal Year 2026 Financial Results” dated November 4, 2025

104Cover Page Interactive Data File (formatted as Inline XBRL)

Signature Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LUMENTUM HOLDINGS INC.

By:/s/ Wajid Ali Name:Wajid Ali

Title:Chief Financial Officer

November 4, 2025

2025
Q2

Q2 2025 Earnings

8-K

Aug 12, 2025

0001628280-25-039896

lite-202508120001633978false00016339782025-08-122025-08-12

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 12, 2025 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter)

Delaware001-3686147-3108385 (State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification Number)

1001 Ridder Park Drive, San Jose, California 95131 (Address of Principal Executive Offices including Zip code) (408) 546-5483 (Registrant’s Telephone Number, Including Area Code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value of $0.001 per shareLITENasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition. On August 12, 2025, Lumentum Holdings Inc. (the “Company”) reported results for its fourth quarter and full fiscal year ended June 28, 2025. The Company also posted a slide presentation entitled “Q4 FY25 Conference Call” dated August 12, 2025 on the “Events and Presentations” investor section of its website (www.lumentum.com). A copy of the Company’s press release is furnished herewith as Exhibit 99.1. Information on the Company’s website is not, and will not be deemed to be, a part of this Current Report on Form 8-K or incorporated into any other filings the Company may make with the Securities and Exchange Commission. The information in this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.Description

99.1Press release entitled “Lumentum Announces Fourth Quarter and Full Fiscal Year 2025 Results” dated August 12, 2025.

104Cover Page Interactive Data File (formatted as Inline XBRL)

Signature Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LUMENTUM HOLDINGS INC.

By:/s/ Wajid Ali

Name:Wajid Ali

Title:Chief Financial Officer

August 12, 2025

About Lumentum Holdings Inc. (LITE) Earnings

This page provides Lumentum Holdings Inc. (LITE) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on LITE's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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