• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form 8-K filed by Lumentum Holdings Inc.

    1/5/26 4:45:13 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications
    Get the next $LITE alert in real time by email
    8-K
    false 0001633978 0001633978 2025-12-29 2025-12-29
     
     

    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): December 29, 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 ☐

    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 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

    On December 29, 2025, Matthew Sepe, Chief Accounting Officer and Senior Vice President, Finance of Lumentum Holdings Inc. (the “Company”), informed the Company of his planned retirement from the Company. Mr. Sepe will serve as the Company’s Senior Vice President, Finance until his retirement in fall 2026 and will step down as the Company’s Chief Accounting Officer effective as of the later of (i) February 6, 2026 and (ii) the date upon which the Company files its Quarterly Report on Form 10-Q for the three months ended December 27, 2025 (such date, the “Effective Date”). In connection with Mr. Sepe’s retirement, the Board has appointed Eric Chang, who recently joined the Company as Senior Vice President, Finance, as Chief Accounting Officer effective upon the Effective Date.

    Mr. Chang, 52, the Company’s Senior Vice President, Finance, most recently served as Chief Financial Officer of Digilens, Inc., a privately-held manufacturer and licensor of key components of augmented reality and extended reality displays, from July 2025 until November 2025. Prior to joining Digilens, Mr. Chang served as VP, Chief Accounting Officer of Edgio, Inc., a content delivery network service provider, from October 2022 until June 2025. Prior to Edgio, Mr. Chang served as VP, Finance and Accounting of Summit Interconnect, Inc. from January 2022 until October 2022. Prior to joining Summit Interconnect, Mr. Chang served as Senior Vice President, Chief Financial Officer and Principal Accounting Officer of Aviat Networks, Inc. from February 2016 until October 2021. Mr. Chang also served as Senior Director, Corporate Controller at Micrel, Incorporated, a publicly-traded semiconductor company, from November 2013 to February 2016, and as Senior Director, Assistant Corporate Controller and Memory Business Unit Controller at Atmel Corporation, a publicly-traded semiconductor company, from June 2007 to November 2013. Earlier in his career, Mr. Chang served as a Senior Manager at Ernst & Young LLP and as a Senior Associate at PricewaterhouseCoopers LLP, planning, administering and managing audit engagements of public companies in the high-tech industry and performing technical research of accounting, Sarbanes-Oxley Section 404, financial statements presentation and disclosure issues in accordance with US GAAP and SEC requirements. Mr. Chang holds a B.S. in Accounting and Computer Information Systems from Indiana University and is a certified public accountant.

    Mr. Chang’s compensation is not expected to change in connection with this appointment as the Company’s Chief Accounting Officer. Mr. Chang will enter into the Company’s standard form of indemnification agreement, which has been previously filed with the Securities and Exchange Commission. There are no arrangements or understandings between Mr. Chang and any other persons pursuant to which he was selected as Chief Accounting Officer. There are also no family relationships between Mr. Chang and any director or executive officer of the Company, and he has no direct or indirect material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K.

     


    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/ Jae Kim

        Name:   Jae Kim
        Title:   Senior Vice President, General Counsel and Secretary
    January 5, 2026      
    Get the next $LITE alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $LITE

    DatePrice TargetRatingAnalyst
    1/8/2026$290.00 → $470.00Buy
    Needham
    11/18/2025$290.00Outperform
    Mizuho
    10/31/2025$220.00Strong Buy → Outperform
    Raymond James
    10/20/2025$165.00Overweight → Equal Weight
    Barclays
    8/29/2025$165.00Buy
    Citigroup
    8/13/2025$135.00Underperform → Neutral
    BofA Securities
    7/8/2025Outperform
    Wolfe Research
    4/7/2025Market Perform → Outperform
    Northland Capital
    More analyst ratings

    $LITE
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Lumentum to Announce Fiscal Second Quarter 2026 Financial Results on February 3, 2026

    Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal second quarter 2026 financial results on Tuesday, February 3, 2026, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Analysts planning to participate in the interactive Q&A portion of the webcast are encouraged to pre-register: pre-registration link. The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call

    1/5/26 4:04:00 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Lumentum Appoints Thad Trent to Board of Directors

    Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced the appointment of Thad Trent to the company's Board of Directors, effective immediately. His appointment expands the board membership to nine members. "I am thrilled to welcome Thad to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of expertise in corporate finance, M&A activity, in-house manufacturing and process efficiency that is mission-critical to our future. I am confident his valuable insights will accelerate the execution of our long-term strategy, helping us drive growth and deliver sustainable shareholder value." "Lum

    12/15/25 4:04:00 PM ET
    $LITE
    $ON
    Telecommunications Equipment
    Telecommunications
    Semiconductors
    Technology

    Lumentum Announces Upcoming Investor Events

    Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled participate in the following investor events: Event: 6th Annual Needham Tech Week (virtual) Date: Friday, November 21, 2025 Presentation Times: 10:15 a.m. – 4:25 p.m. Eastern Time   Event: 2025 UBS Global Technology and AI Conference, Scottsdale, AZ Date: Wednesday, December 3, 2025 Webcast Link: https://url.us.m.mimecastprotect.com/s/jVfTCxkN97fjNNL0f8f3Cyfwjz?domain=cc.webcasts.com Presentation Time: 3:35 p.m. Mountain Time   Event: Raymond James 2025 TMT & Consumer C

    11/14/25 9:00:00 AM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    $LITE
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Needham reiterated coverage on Lumentum with a new price target

    Needham reiterated coverage of Lumentum with a rating of Buy and set a new price target of $470.00 from $290.00 previously

    1/8/26 7:48:07 AM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Mizuho initiated coverage on Lumentum with a new price target

    Mizuho initiated coverage of Lumentum with a rating of Outperform and set a new price target of $290.00

    11/18/25 8:24:59 AM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Lumentum downgraded by Raymond James with a new price target

    Raymond James downgraded Lumentum from Strong Buy to Outperform and set a new price target of $220.00

    10/31/25 8:18:27 AM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    $LITE
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Officer Harris Isaac Hosojiro was granted 870 shares and covered exercise/tax liability with 312 shares, increasing direct ownership by 5% to 11,605 units (SEC Form 4)

    4 - Lumentum Holdings Inc. (0001633978) (Issuer)

    1/5/26 5:08:53 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Director Thad Trent was granted 1,205 shares (SEC Form 4)

    4 - Lumentum Holdings Inc. (0001633978) (Issuer)

    12/30/25 7:35:28 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    SEC Form 3 filed by new insider Thad Trent

    3 - Lumentum Holdings Inc. (0001633978) (Issuer)

    12/22/25 9:37:21 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    $LITE
    SEC Filings

    View All

    SEC Form 8-K filed by Lumentum Holdings Inc.

    8-K - Lumentum Holdings Inc. (0001633978) (Filer)

    1/5/26 4:45:13 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Lumentum Holdings Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement

    8-K - Lumentum Holdings Inc. (0001633978) (Filer)

    12/22/25 4:01:50 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Lumentum Holdings Inc. filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits

    8-K - Lumentum Holdings Inc. (0001633978) (Filer)

    12/15/25 4:20:09 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    $LITE
    Leadership Updates

    Live Leadership Updates

    View All

    Lumentum Appoints Thad Trent to Board of Directors

    Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced the appointment of Thad Trent to the company's Board of Directors, effective immediately. His appointment expands the board membership to nine members. "I am thrilled to welcome Thad to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of expertise in corporate finance, M&A activity, in-house manufacturing and process efficiency that is mission-critical to our future. I am confident his valuable insights will accelerate the execution of our long-term strategy, helping us drive growth and deliver sustainable shareholder value." "Lum

    12/15/25 4:04:00 PM ET
    $LITE
    $ON
    Telecommunications Equipment
    Telecommunications
    Semiconductors
    Technology

    Blues Welcomes Silicon Valley Veteran Ian Small as CEO to Deepen Customer Focus and Drive Expansion

    BOSTON, June 24, 2025 /PRNewswire/ -- Blues, a leader in IoT connectivity solutions, today announced that former Evernote Chief Executive Officer (CEO) Ian Small has joined the company as CEO. Small, who has more than 30 years of technology-industry experience, brings deep operational expertise and a track record of scaling companies from early-stage through public-market maturity. Small is widely recognized as an end-to-end operator with the ability to drive growth across every stage of the business lifecycle. He brings a standout reputation for listening to customers and tur

    6/24/25 6:00:00 AM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Lumentum Appoints New Board Member

    Paul Lundstrom Brings Wealth of Knowledge in Finance, Manufacturing, and Business Transformation Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products for cloud, networking and industrial applications, today announced the appointment of Paul Lundstrom to the company's Board of Directors, effective immediately. This election expands the membership to nine members, eight of whom are independent. "I am excited to welcome Paul to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of knowledge and expertise in corporate finance, manufacturing and business transformation

    12/12/24 4:32:00 PM ET
    $FLEX
    $LITE
    $NXT
    Electrical Products
    Technology
    Telecommunications Equipment
    Telecommunications

    $LITE
    Financials

    Live finance-specific insights

    View All

    Lumentum to Announce Fiscal Second Quarter 2026 Financial Results on February 3, 2026

    Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal second quarter 2026 financial results on Tuesday, February 3, 2026, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Analysts planning to participate in the interactive Q&A portion of the webcast are encouraged to pre-register: pre-registration link. The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call

    1/5/26 4:04:00 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Lumentum Announces First Quarter of Fiscal Year 2026 Financial Results

    Net revenue of $533.8 million GAAP gross margin of 34.0%; Non-GAAP gross margin of 39.4% GAAP operating margin of 1.3%; Non-GAAP operating margin of 18.7% GAAP diluted net income per share of $0.05; Non-GAAP diluted net income per share of $1.10 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal first quarter ended September 27, 2025. "In our fiscal first quarter, we saw year-over-year revenue growth of 58 percent and operating margin expansion of over 1,500 basis points on a non-GAAP basis. Revenue, operating margin, and earnings per share all came in at the high end of our guidance ranges," said Michael Hurlston, Lumentum President and CEO

    11/4/25 4:03:00 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Lumentum to Announce Fiscal First Quarter 2026 Financial Results on November 4, 2025

    Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal first quarter 2026 financial results on Tuesday, November 4, 2025, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Lumentum also encourages those who plan to attend the webcast to pre-register: pre-registration link. The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call and earnings release will be post

    10/8/25 4:03:00 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    $LITE
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Lumentum Holdings Inc.

    SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)

    11/14/24 7:53:37 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Amendment: SEC Form SC 13G/A filed by Lumentum Holdings Inc.

    SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)

    11/7/24 2:29:05 PM ET
    $LITE
    Telecommunications Equipment
    Telecommunications

    Amendment: SEC Form SC 13G/A filed by Lumentum Holdings Inc.

    SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)

    11/6/24 10:02:57 AM ET
    $LITE
    Telecommunications Equipment
    Telecommunications