Lumentum Holdings

At a glance

Lumentum Holdings reported 2025 revenue of $3.01B, up 83.2% from $1.65B in 2024. Over 4 years since 2021 ($1.74B), that is growth of about 14.7% a year. Operating margin was 17.4%, down from 30.2% in 2021. 2025 was the highest revenue year in this period. The company posted a loss in 2023 and 2024.

In the last 12 months 12 insiders reported 0 open-market purchases and 45 sales ($175.8M). 35 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $33M by SEE REMARKS Vincent Retort on Aug 27, 2026.

Lumentum Holdings filed 12 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (4), unregistered equity sale (3) and bylaws or fiscal year change (1). The latest officer or director change was reported on Jul 30, 2026. It reported a material agreement or a completed acquisition or disposal 1 time.

3 of the 20 investors tracked here held Lumentum Holdings at the last quarter end, worth $276.6M combined. It is the largest weight for Renaissance Technologies (0.2% of its portfolio), followed by Bridgewater Associates (0.1%). Added: Bridgewater Associates and National Pension Service (Korea). Reduced: Renaissance Technologies.

Annual results

Fiscal year ends Jun 27 · incorporated in DE

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.