Lumentum reported strong Q1 FY2027 results

Item 2.02. Results of Operations and Financial Condition.

On November 2, 2026 , Lumentum Holdings Inc. (the "Company") reported results for its fiscal first quarter ended September 26, 2026. A copy of the Company's press release is furnished herewith as Exhibit 99.1.¹

The information in this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No. Description

99.1 Press release entitled "Lumentum Announces First Quarter of Fiscal Year 2027 Financial Results" dated November 2, 2026

104 Cover Page Interactive Data File (formatted as Inline XBRL)

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/ Wajid Ali

Name: Wajid Ali

Title: Chief Financial Officer

November 2, 2026

NEWS RELEASE LUMENTUM ANNOUNCES FIRST QUARTER OF FISCAL YEAR 2027 FINANCIAL RESULTS

• Net revenue of $1.26 billion²

• GAAP gross margin of 51.0%; Non-GAAP gross margin of 53.2%³

• GAAP operating margin of 28.5%; Non-GAAP operating margin of 42.3%⁴

• Forecasting second quarter of fiscal year 2027 revenue of $1.575 billion to $1.625 billion⁵; non-GAAP operating margin of 45.0% to 46.0%⁶; and non-GAAP diluted net income per share of $5.90 to $6.20⁷.

San Jose, Calif., November 2, 2026 – L umentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal first quarter ended September 26, 2026.

"Lumentum built on its strong momentum in the first fiscal quarter of 2027, delivering growth across all our businesses, with pump lasers and optical circuit switches (OCS) being the leading contributors. During the quarter, we secured our second major NPO/CPO win, backed by purchase commitments exceeding $5 billion. Additionally, our OCS demand visibility has expanded significantly in recent months, positioning optical switching to become a multi-billion-dollar annual revenue stream. Finally, we continue to see strength in our cloud modules business which is showing improvement on the gross margin line," said President and CEO Michael Hurlston.

"Looking ahead, we anticipate adding approximately $350 million in sequential growth in our second quarter, a figure gre