Lumentum Holdings Inc. is classed by the SEC under Communications Equipment, NEC (industry code 3669), based in San Jose, CA. In its latest annual figures on file, for the fiscal year ended 2025-06-28, it reported revenue of $1.6 billion and a profit of $26 million (its filed statements).
Product businessCommunications Equipment, NECSan Jose, CAfilings since 20159 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3669, Communications Equipment, NEC); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.5 out of ten, 9 of 9 metrics filed: past 6.3 out of ten, present 4.9 out of ten, future 5.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 8.8 out of ten. 1 warning event since 2017; the latest 2017-01-03. 88th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 6.2 out of ten. +13% a year over 10 filed years; profitable in 5 of 10. 61st percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 3.0 out of ten. Share count grew 3.0% a year. 0% of cash flow returned. Insiders: 185 sales, 0 purchases. 29th percentile among 7 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 3.7 out of ten. ROE -149%: lost 149¢ per shareholder dollar. Leverage 36%: owes 36¢ per asset dollar. 37th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.3 out of ten. top 37% of 12 in its family; net margin -230.1%. 63rd percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 5.4 out of ten. top 46% of 8 in its family for leadership; chief executive since 2025. 54th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 5.7 out of ten. top 43% of 12 in its family for room to expand. 57th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 6.9 out of ten. top 31% of 12 in its family for growth drivers. 69th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 3.5 out of ten. bottom 35% of 12 in its family for expectations against reality. 35th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-08-17 for the period ended 2026-06-27 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-05-06 for the period ended 2026-03-28 (on EDGAR). Newest results release: Form 8-K filed 2026-08-11 (on EDGAR). Newest filing: Form ARS, 2026-10-06. Filings on record since 2015. Read from EDGAR 2026-10-12.
Who runs it
Hurlston, Michael E. (President and CEO); Wupen, Yuen (PRESIDENT, GLOBAL BUS. UNITS); Retort, Vincent (Officer title: Executive Vice President, Global Reliability & Quality); Ali, Wajid (EVP & CHIEF FINANCIAL OFFICER); Chang, Eric (Officer title: SVP, Finance and Chief Accounting Officer); Harris, Isaac Hosojiro (Officer title: Interim Chief Procurement Officer); Sepe, Matthew Joseph (CHIEF ACCOUNTING OFFICER); Kim, Jae (SVP, GENERAL COUNSEL); Fletcher, Pamela (director); Herscher, Penny (director); and 5 more. 15 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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