Lumentum Holdings Inc.
LITE
Jodie situation report
Lumentum Holdings Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- Gross margin rose to 41.7%, with 54% of the gross-margin dollar increase attributed to lower manufacturing costs from higher factory utilization.
- Lumentum reported a $237.7M tax benefit, partly tied to releasing valuation allowances on certain U.S. deferred tax assets.
Invalidation: The isolated read changes if LITE's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind LITE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MFGMizuho Financial Group, Inc.supplierNov 5, 2025 ▾
“As the principal amounts of all of our outstanding convertible notes must be settled in cash, the actual cash settlement may be higher if we decide to settle the conversion value in excess of the principal amounts in cash, rather than issuing shares of common…”
MFGMizuho Financial Group, Inc.lenderFeb 4, 2026 ▾
“The actual cash settlement may be higher if we decide to settle the conversion value in excess of the principal amounts in cash, rather than issuing shares of common stock.”
Depended on by
AAOIApplied Optoelectronics, Inc.competitorFeb 26, 2026 ▾
“Our major competitors in one or more of our markets include Coherent Corporation, Eoptolink Technology Inc., Ltd., Foxconn Interconnect Technology Ltd., InnoLight Technology (Suzhou) Ltd., Intel Corporation, Lumentum Holdings, Inc., Mitsubishi, Molex, LLC, So…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
LITE is currently a Follower in the organic co-movement group Photonics Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.