Lumentum (United States)

• 10-KFY2026Positive

  Filed Aug 17

  AI cloud-transceiver demand outstripped supply, prompting manufacturing expansion backed by NVIDIA's investment.

  • Revenue$3.0BYoY +83.2%
  • Net income−$6.9Bvs $25.9M year ago

• 8-KPositiveEarningsNew guidanceImpairment / charge

  Filed Aug 11

  AI demand lifts the Q1 outlook; convertible-note equitization triggers a one-time, non-cash debt-extinguishment loss.

• 8-KLeadership change

  Filed Jul 30

  Global Reliability & Quality EVP Vincent Retort plans to retire in October 2026 and transition to consulting.

Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.

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Company data: Wikidata Q30272341