Lumentum (NASDAQ: LITE) files Q2 FY26 financial results 8-K

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

Lumentum Holdings Inc. furnished an update on its business by reporting financial results for its fiscal second quarter ended December 27, 2025. The company did this through a Form 8-K and an accompanying press release.

The press release, titled “Lumentum Announces Second Quarter of Fiscal Year 2026 Financial Results,” is attached as Exhibit 99.1. Lumentum also posted a “Q2 FY26 Conference Call” slide presentation in the Events and Presentations section of its investor website, giving shareholders additional detail on the quarter.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

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Accepted by SEC EDGAR 02/03/2026 - 04:12 PM

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)

Delaware

001-36861

47-3108385

(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 class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, par value of $0.001 per share	LITE	Nasdaq 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

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

Source: View Original Filing on SEC EDGAR

FAQ

What did Lumentum (LITE) announce in its latest Form 8-K?

Lumentum announced that it reported financial results for its fiscal second quarter ended December 27, 2025. The company furnished a press release as Exhibit 99.1 and referenced a related Q2 FY26 conference call slide presentation on its investor website.

Which fiscal period does Lumentum’s Q2 FY26 update cover?

The update covers Lumentum’s fiscal second quarter ended December 27, 2025. These results are summarized in a press release titled “Lumentum Announces Second Quarter of Fiscal Year 2026 Financial Results,” which is furnished as Exhibit 99.1 to the Form 8-K filing.

Where can investors find Lumentum’s Q2 FY26 conference call slides?

Investors can find Lumentum’s “Q2 FY26 Conference Call” slide presentation in the Events and Presentations section of its investor website. The Form 8-K notes this presentation is dated February 3, 2026 and supplements the company’s fiscal second quarter results.

What exhibits are included with Lumentum’s February 3, 2026 Form 8-K?

The filing includes Exhibit 99.1, a press release entitled “Lumentum Announces Second Quarter of Fiscal Year 2026 Financial Results.” It also includes Exhibit 104, which is the cover page interactive data file formatted as Inline XBRL for electronic reporting purposes.

Is Lumentum’s Q2 FY26 earnings press release considered filed with the SEC?

The company states that the information in this Form 8-K, including Exhibit 99.1, is furnished rather than filed. As a result, it is not subject to Section 18 liabilities and is not incorporated into other filings unless specifically referenced there.

Who signed Lumentum’s Form 8-K for the Q2 FY26 results?

The Form 8-K was signed on behalf of Lumentum Holdings Inc. by Wajid Ali, the company’s Chief Financial Officer. The signature block confirms that the registrant caused the report to be signed by this duly authorized officer on February 3, 2026.