[8-K] Lumentum Holdings Inc. Reports Material Event

Rhea-AI Filing Summary

Lumentum Holdings Inc. reported results for its fourth quarter and full fiscal year ended June 28, 2025 and posted a slide presentation titled "Q4 FY25 Conference Call" dated August 12, 2025 on its investor website. The company furnished a press release announcing those results as Exhibit 99.1 to this Form 8-K.

The filing states that website materials are not incorporated by reference and that the information in this Form 8-K, including Exhibit 99.1, is furnished and not "filed" for purposes of Section 18 of the Exchange Act. The report is signed by Chief Financial Officer Wajid Ali on August 12, 2025. The 8-K text provided does not include numeric revenue, earnings, cash flow or guidance; investors must consult Exhibit 99.1 or the posted slide deck for the detailed figures.

Positive

• Press release (Exhibit 99.1) furnished, making the company's Q4 and full-year results publicly available.
• Investor slide presentation posted titled "Q4 FY25 Conference Call" dated August 12, 2025, aiding transparency for investors.

Negative

• No numeric financial results included in the body of the Form 8-K provided; investors must open Exhibit 99.1 or the slide deck for figures.
• Materials are "furnished," not "filed," and the filing explicitly disclaims incorporation of website content, which limits legal incorporation into other SEC filings.

Insights

Financial Analyst

TL;DR: Routine earnings disclosure furnished; the 8-K not used to present numeric results.

The company furnished a press release (Exhibit 99.1) and a slide deck titled "Q4 FY25 Conference Call" dated August 12, 2025, reporting results for the fourth quarter and full fiscal year ended June 28, 2025. This Form 8-K serves as a vehicle to make materials available to investors but contains no financial metrics in its text. From an analyst perspective, the filing confirms availability of reported results but provides no data to update models or valuations until the press release or presentation content is reviewed.

Corporate Governance Expert

TL;DR: Properly executed disclosure; materials are expressly furnished and not incorporated into other filings.

Filing formalities are clear: the company furnishes the press release and presentation and expressly states website content is not incorporated by reference. The form is signed by CFO Wajid Ali on August 12, 2025, indicating appropriate officer certification of the filing. The distinction that these materials are "furnished" rather than "filed" limits Section 18 liabilities and is a common practice for earnings releases and investor presentations.

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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)

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

August 12, 2025

FAQ

When did Lumentum (LITE) report its Q4 and full fiscal year 2025 results?

Lumentum reported results and furnished related materials on August 12, 2025 for the quarter and fiscal year ended June 28, 2025.

Where can I find Lumentum's (LITE) press release for Q4 FY25?

The press release is furnished as Exhibit 99.1 to the Form 8-K and was posted in the "Events and Presentations" section of www.lumentum.com.

Does the Form 8-K include the financial numbers for Lumentum's Q4 FY25 results?

No. The Form 8-K text provided does not include numeric revenue, earnings, cash flow, or guidance; consult Exhibit 99.1 or the posted slide deck for details.

Is content on Lumentum's website incorporated into the Form 8-K?

No. The filing explicitly states that information on the company website is not incorporated by reference into this Current Report.

Who signed the Form 8-K for Lumentum (LITE)?

The Form 8-K was signed by Wajid Ali, Chief Financial Officer, on August 12, 2025.