Lumentum Holdings Inc. filed its Annual Report on Form 10-K with the U.S. Securities and Exchange Commission on August 17, 2026, covering the fiscal year ended June 27, 2026.

Key Highlights

  • Shares outstanding: As of August 14, 2026, Lumentum had 89.7 million shares of common stock outstanding, according to the filing.
  • Market capitalization of non-affiliate float: The aggregate market value of voting and non-voting common equity held by non-affiliates was approximately $16,469 million, based on a closing price of $390.77 per share on December 26, 2025.
  • Single reportable segment: The company disclosed that it operates in one reportable segment as a single, integrated enterprise.
  • Product revenue categories: The company disaggregates revenue by product type - Components and Systems - and by geography, according to the filing.
  • Large accelerated filer: Lumentum is classified as a large accelerated filer under the definitions in Rule 12b-2 of the Exchange Act.
  • Well-known seasoned issuer: The registrant indicated it qualifies as a well-known seasoned issuer as defined in Rule 405 of the Securities Act.

Lumentum Holdings: Fiscal Year 2026 Form 10-K Overview and Business Profile

Lumentum Holdings Inc. (NASDAQ:LITE), headquartered at 1001 Ridder Park Drive, San Jose, California 95131, describes itself in the filing as "a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share." The company states that its products serve cloud, artificial intelligence and machine learning, telecommunications, consumer, and industrial end-market applications.

According to the filing, the company disaggregates its revenue into two product types: Components and Systems. Components are described as "individual building blocks" that are "typically not a complete solution on its own but rather a specialized element that enables system functionality," including semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. These are supplied to customers who integrate them into their own full system solutions.

The filing notes that portions of the information required by Part III of the Annual Report will be incorporated by reference from the company's definitive proxy statement, which the company expects to file with the SEC no later than 120 days after the fiscal year ended June 27, 2026. The filing contains forward-looking statements that, according to the registrant's cautionary language, are "subject to risks, uncertainties and other important factors that could cause actual results and the timing of certain events to differ materially from future results expressed or implied by such forward-looking statements."

What Was Disclosed

Lumentum Holdings submitted its Form 10-K for the fiscal year ended June 27, 2026, reporting 89.7 million shares outstanding as of August 14, 2026, a non-affiliate market float of approximately $16,469 million, and operations structured as a single reportable segment focused on optical and photonic products.