Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…
Lumentum Holdings Inc.
Last earnings +1.9% on 2026-05-05
Revenue grew 21.0% YoY; but thin net margin (1.6%).
Rules-based read computed from SEC figures — no Anthropic key set. Add ANTHROPIC_API_KEY to .env.local for a full Claude analysis.
Lumentum Holdings Inc. shows $1.65B in FY2025 revenue (+21.0% YoY), a 1.6% net margin, and 2.3% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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Sources: SEC EDGAR (CIK 0001633978, latest 10-Q filed 2026-05-06) · EODHD · rules-based read · as of 6/17/2026, 6:01:51 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | $1.71B | $1.77B | $1.36B | $1.65B |
| Gross profit | $783M | $789M | $569M | $252M | $460M |
| Operating income | $527M | $303M | -$116M | -$434M | -$180M |
| Net income | $397M | $199M | -$132M | -$547M | $25.9M |
| Diluted EPS | $5.07 | $2.68 | -$1.93 | -$8.12 | $0.37 |
| Net margin | — | 11.6% | -7.4% | -40.2% | 1.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
71 tracked peers · median
Last 90 days: 0 open-market buys · 7 sales
| 2026-06-02 | Harris Isaac Hosojiro Director | Sell | 1.42K @ $1,000.08 | $1.42M |
| 2026-05-29 | Harris Isaac Hosojiro Director | Sell | 4.00K @ $860.00 | $3.44M |
| 2026-05-21 | Small Ian Director | Sell | 4.95K @ $868.07 | $4.30M |
| 2026-05-18 | Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Sell | 3.21K @ $953.95 | $3.06M |
| 2026-05-18 | Retort Vincent SEE REMARKS | Sell | 3.18K @ $953.95 | $3.04M |
| 2026-05-18 | Kim Jae SVP, GENERAL COUNSEL | Sell | 1.42K @ $953.95 | $1.36M |
| 2026-05-18 | Ali Wajid EVP & CHIEF FINANCIAL OFFICER | Sell | 2.49K @ $953.95 | $2.37M |
| 2026-05-15 | Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Tax | 3.74K @ $970.70 | $3.63M |
| 2026-05-15 | Retort Vincent SEE REMARKS | Tax | 3.30K @ $970.70 | $3.20M |
| 2026-05-15 | Kim Jae SVP, GENERAL COUNSEL | Tax | 1.42K @ $970.70 | $1.37M |
| 2026-05-15 | HURLSTON MICHAEL E. President and CEO | Tax | 5.44K @ $970.70 | $5.28M |
| 2026-05-15 | Ali Wajid EVP & CHIEF FINANCIAL OFFICER | Tax | 2.91K @ $970.70 | $2.83M |