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US equity markets/AI Value chain/LITE

Lumentum

LITE·NASDAQ·USD

866.18+48.08 (+5.88%)

Regular-session close2026-10-27, 16:00 ET·Definitions

Price history2015-07-23 — 2026-10-23Valid trading days: 2,831 · Through 2026-10-23 · All expected dates in this range are present · History update delayed

Operating history2022-07-02 — 2026-06-2711 historical metrics · 5 workpaper periods

Coverage limitations

Daily history updates are delayed. Available history through 2026-10-23 remains visible; a current quote does not establish that daily history has been updated.

Requests to the historical-data source are rate limited, delaying daily-price updates. Existing verified periods are retained; trading days not yet retrieved are not fabricated.

The history starts with the provider’s first actual observation; this starting point is not a verified initial listing date.

The earliest available price is not proof of the listing date. Coverage since listing remains unverified.

Trading dates checked for 2015-07-23 — 2026-10-23: all 2,831 expected dates are present. Complete dates do not establish independent verification of every price.

Security basis: The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately. Historical closes use the provider's split adjustments and exclude dividend distributions. Full-history adjustment factors have not been independently recalculated. Price changes do not represent total returns including dividends.

Original verification records

first-provider-observation-listing-date-not-verified

History update reason: source-rate-limited-until 2026-10-28T04:39:08.620Z

Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.

View sources and versions ↗

Public financial analysis · Annual

Compare growth, earnings, cash flow and capital investment for aligned reporting periods to examine company-wide financial drivers. Calculation inputs and original filings remain available.

Coverage and applicability

2022-07-02 — 2026-06-27 · Valid observations: 51. These observations analyze public financial data; they are not a standalone sector research report, score or price target. Company-wide figures do not replace segment, product or contract disclosures.

Cash purchases of productive assets / revenue: The selected capital-expenditure measure does not represent the broader concept of productive-asset purchases.

Price and operations

Research history

Reproducible calculations from public filings, without inferring segment-level results.

Period end is the end of the operating period. Source-publication mode uses the publication date of the document selected, without asserting that it was the first disclosure. Expand the notes below the chart for definitions and sources.

2026-10-23Last value in range

Time rangeLITE Share price

2021-10-23 — 2026-10-23

Methodology and controls

Each panel has its own value axis; dates and the cursor are synchronized. Dense daily plots retain the first, last, highest and lowest observations in each pixel interval. The cursor, data table, CSV and statistics still use all original values. Operating data appear only on their observed dates; other dates are left blank. US daily prices are checked against the verified 1997–2027 trading calendar. A missing expected trading day breaks the line; weekends and recorded exchange holidays do not. Annual observations retain annual frequency; guidance and scenarios are labeled separately. Operating data are positioned at the actual period end, which is not necessarily the date of public disclosure. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.

Underlying data Operating metrics: 4

Observations in this chart, including unverified periods or dates · original values and source versions retained

Selected operating metrics; records with values and current chart gaps appear first. Unverified dates are excluded from charts.
Reporting period end	Gross margin% · Calculated from disclosures	Operating margin% · Calculated from disclosures	Net margin% · Calculated from disclosures	(CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures
2026-06-272026-06-27	41.67% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD grossProfit 1,255,900,000 Revenue 3,014,000,000 Input source document 0 role numerator Original XBRL field us-gaap:GrossProfit Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 1,255,900,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 3,014,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	17.41% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD operatingIncome 524,800,000 Revenue 3,014,000,000 Input source document 0 role numerator Original XBRL field us-gaap:OperatingIncomeLoss Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 524,800,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 3,014,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	-230.10% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD Net income -6,935,100,000 Revenue 3,014,000,000 Input source document 0 role numerator Original XBRL field us-gaap:NetIncomeLoss Original unit USD Period start 2025-06-29 Period end 2026-06-27 value -6,935,100,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 3,014,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	9.96% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 5 items Currency USD Operating cash flow 751,400,000 Cash capital expenditure 451,300,000 Revenue 3,014,000,000 Input source document 0 role numerator Original XBRL field us-gaap:NetCashProvidedByUsedInOperatingActivities Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 751,400,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role numerator Original XBRL field us-gaap:PaymentsToAcquirePropertyPlantAndEquipment Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 451,300,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign -1 sourceIds 0 lite-sec-0001628280-26-057358 2 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2025-06-29 Period end 2026-06-27 value 3,014,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17
2025-06-282025-06-28	27.96% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD grossProfit 459,900,000 Revenue 1,645,000,000 Input source document 0 role numerator Original XBRL field us-gaap:GrossProfit Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 459,900,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 1,645,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	-10.95% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD operatingIncome -180,100,000 Revenue 1,645,000,000 Input source document 0 role numerator Original XBRL field us-gaap:OperatingIncomeLoss Original unit USD Period start 2024-06-30 Period end 2025-06-28 value -180,100,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 1,645,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	1.57% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD Net income 25,900,000 Revenue 1,645,000,000 Input source document 0 role numerator Original XBRL field us-gaap:NetIncomeLoss Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 25,900,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 1,645,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	-6.36% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 5 items Currency USD Operating cash flow 126,300,000 Cash capital expenditure 231,000,000 Revenue 1,645,000,000 Input source document 0 role numerator Original XBRL field us-gaap:NetCashProvidedByUsedInOperatingActivities Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 126,300,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role numerator Original XBRL field us-gaap:PaymentsToAcquirePropertyPlantAndEquipment Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 231,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign -1 sourceIds 0 lite-sec-0001628280-26-057358 2 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2024-06-30 Period end 2025-06-28 value 1,645,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17
2024-06-292024-06-29	18.50% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD grossProfit 251,500,000 Revenue 1,359,200,000 Input source document 0 role numerator Original XBRL field us-gaap:GrossProfit Original unit USD Period start 2023-07-02 Period end 2024-06-29 value 251,500,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2023-07-02 Period end 2024-06-29 value 1,359,200,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	-31.93% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD operatingIncome -434,000,000 Revenue 1,359,200,000 Input source document 0 role numerator Original XBRL field us-gaap:OperatingIncomeLoss Original unit USD Period start 2023-07-02 Period end 2024-06-29 value -434,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2023-07-02 Period end 2024-06-29 value 1,359,200,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	-40.21% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 4 items Currency USD Net income -546,500,000 Revenue 1,359,200,000 Input source document 0 role numerator Original XBRL field us-gaap:NetIncomeLoss Original unit USD Period start 2023-07-02 Period end 2024-06-29 value -546,500,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2023-07-02 Period end 2024-06-29 value 1,359,200,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17	-7.97% Basis · Calculated from disclosures Source version date: 2026-08-17 View calculation inputs · 5 items Currency USD Operating cash flow 24,700,000 Cash capital expenditure 133,000,000 Revenue 1,359,200,000 Input source document 0 role numerator Original XBRL field us-gaap:NetCashProvidedByUsedInOperatingActivities Original unit USD Period start 2023-07-02 Period end 2024-06-29 value 24,700,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 1 role numerator Original XBRL field us-gaap:PaymentsToAcquirePropertyPlantAndEquipment Original unit USD Period start 2023-07-02 Period end 2024-06-29 value 133,000,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign -1 sourceIds 0 lite-sec-0001628280-26-057358 2 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2023-07-02 Period end 2024-06-29 value 1,359,200,000 Filing date 2026-08-17 form 10-K accn 0001628280-26-057358 Input sign 1 sourceIds 0 lite-sec-0001628280-26-057358 LITE · 10-K · Filing version 2026-08-17
2023-07-012023-07-01	32.20% Basis · Calculated from disclosures Source version date: 2025-08-19 View calculation inputs · 4 items Currency USD grossProfit 569,000,000 Revenue 1,767,000,000 Input source document 0 role numerator Original XBRL field us-gaap:GrossProfit Original unit USD Period start 2022-07-03 Period end 2023-07-01 value 569,000,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2022-07-03 Period end 2023-07-01 value 1,767,000,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 LITE · 10-K · Filing version 2025-08-19	-6.55% Basis · Calculated from disclosures Source version date: 2025-08-19 View calculation inputs · 4 items Currency USD operatingIncome -115,700,000 Revenue 1,767,000,000 Input source document 0 role numerator Original XBRL field us-gaap:OperatingIncomeLoss Original unit USD Period start 2022-07-03 Period end 2023-07-01 value -115,700,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2022-07-03 Period end 2023-07-01 value 1,767,000,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 LITE · 10-K · Filing version 2025-08-19	-7.45% Basis · Calculated from disclosures Source version date: 2025-08-19 View calculation inputs · 4 items Currency USD Net income -131,600,000 Revenue 1,767,000,000 Input source document 0 role numerator Original XBRL field us-gaap:NetIncomeLoss Original unit USD Period start 2022-07-03 Period end 2023-07-01 value -131,600,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2022-07-03 Period end 2023-07-01 value 1,767,000,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 LITE · 10-K · Filing version 2025-08-19	2.90% Basis · Calculated from disclosures Source version date: 2025-08-19 View calculation inputs · 5 items Currency USD Operating cash flow 179,800,000 Cash capital expenditure 128,500,000 Revenue 1,767,000,000 Input source document 0 role numerator Original XBRL field us-gaap:NetCashProvidedByUsedInOperatingActivities Original unit USD Period start 2022-07-03 Period end 2023-07-01 value 179,800,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 1 role numerator Original XBRL field us-gaap:PaymentsToAcquirePropertyPlantAndEquipment Original unit USD Period start 2022-07-03 Period end 2023-07-01 value 128,500,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign -1 sourceIds 0 lite-sec-0001628280-25-040830 2 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2022-07-03 Period end 2023-07-01 value 1,767,000,000 Filing date 2025-08-19 form 10-K accn 0001628280-25-040830 Input sign 1 sourceIds 0 lite-sec-0001628280-25-040830 LITE · 10-K · Filing version 2025-08-19
2022-07-022022-07-02	46.05% Basis · Calculated from disclosures Source version date: 2024-08-21 View calculation inputs · 4 items Currency USD grossProfit 788,600,000 Revenue 1,712,600,000 Input source document 0 role numerator Original XBRL field us-gaap:GrossProfit Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 788,600,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 1,712,600,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 LITE · 10-K · Filing version 2024-08-21	17.71% Basis · Calculated from disclosures Source version date: 2024-08-21 View calculation inputs · 4 items Currency USD operatingIncome 303,300,000 Revenue 1,712,600,000 Input source document 0 role numerator Original XBRL field us-gaap:OperatingIncomeLoss Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 303,300,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 1,712,600,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 LITE · 10-K · Filing version 2024-08-21	11.61% Basis · Calculated from disclosures Source version date: 2024-08-21 View calculation inputs · 4 items Currency USD Net income 198,900,000 Revenue 1,712,600,000 Input source document 0 role numerator Original XBRL field us-gaap:NetIncomeLoss Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 198,900,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 1 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 1,712,600,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 LITE · 10-K · Filing version 2024-08-21	21.49% Basis · Calculated from disclosures Source version date: 2024-08-21 View calculation inputs · 5 items Currency USD Operating cash flow 459,300,000 Cash capital expenditure 91,200,000 Revenue 1,712,600,000 Input source document 0 role numerator Original XBRL field us-gaap:NetCashProvidedByUsedInOperatingActivities Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 459,300,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 1 role numerator Original XBRL field us-gaap:PaymentsToAcquirePropertyPlantAndEquipment Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 91,200,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign -1 sourceIds 0 lite-sec-0001628280-24-038024 2 role denominator Original XBRL field us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax Original unit USD Period start 2021-07-04 Period end 2022-07-02 value 1,712,600,000 Filing date 2024-08-21 form 10-K accn 0001628280-24-038024 Input sign 1 sourceIds 0 lite-sec-0001628280-24-038024 LITE · 10-K · Filing version 2024-08-21

Calculations and sources 4 items

Gross margin% · Calculated from disclosures

Calculation basis

Gross profit / revenue × 100

Reading guide

Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.

Data classification

Calculated from disclosures · %

Supporting sources

LITE · 10-K · Filing version 2024-08-21 LITE · 10-K · Filing version 2025-08-19 LITE · 10-K · Filing version 2026-08-17

Operating margin% · Calculated from disclosures

Calculation basis

Operating income / revenue × 100

Reading guide

Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.

Data classification

Calculated from disclosures · %

Supporting sources

LITE · 10-K · Filing version 2024-08-21 LITE · 10-K · Filing version 2025-08-19 LITE · 10-K · Filing version 2026-08-17

Net margin% · Calculated from disclosures

Calculation basis

Selected net-income concept / revenue × 100

Reading guide

May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.

Data classification

Calculated from disclosures · %

Supporting sources

LITE · 10-K · Filing version 2024-08-21 LITE · 10-K · Filing version 2025-08-19 LITE · 10-K · Filing version 2026-08-17

(CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures

Calculation basis

(Operating cash flow − cash purchases of PP&E) / revenue × 100

Reading guide

A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.

Data classification

Calculated from disclosures · %

Supporting sources

LITE · 10-K · Filing version 2024-08-21 LITE · 10-K · Filing version 2025-08-19 LITE · 10-K · Filing version 2026-08-17

Business and research scope

How the business turns into revenue and cash, and what the available evidence can establish.

Company filings ↗

Lumentum Holdings Inc.. The quote provider classifies its industry as Telecommunications Equipment. Structured segment, customer-mix and contract information is not yet available. Company information and original financial documents are provided below; business revenue is not inferred from supply-chain classification.

Company profile and filings

Legal name: Lumentum Holdings Inc.
Exchange / quote currency: NASDAQ / USD
Reporting currency: USD
Source industry classification: Telecommunications Equipment
Financial period end / Source version used: 2026-06-27 / 2026-08-17
Value-chain roles (not revenue shares): Networking and optical interconnects

Check SEC filings index ↗

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MARKET DATA

Quote details

Candlesticks, volume and cross-company prices

866.18 +5.88%

2026-07-23 — 2026-10-23Price change over the selected period -9.29%

Daily · Provider split-adjusted prices, excluding dividends · USD · Valid closes: 2831 / trading dates: 2831Market data source

Compare company

MARKET & FUNDAMENTALS

Quote and valuation methodology

Data timestamps

Trading overview

Previous close: 818.10
Session open: 846.38
Session range: 820.30 – 892.99
Session volume: 5.58 M
20 Average daily volume: 4.90 M
Historical range: 13.97 – 1,143.00

Valuation and cash

Market cap · USD: 79.75 B
Price / sales · Annual: 26.46
Free cash flow yield: 0.38%

Financial denominator

Revenue · Annual: 3.01 B USD
Period end: 2026-06-27
Source version: 2026-08-17

Quote 2026-10-27Market cap retrieved 2026-10-28Financial period end 2026-06-27

Research archiveNo standalone articles or full reports for this company have been included yet

Public financial and operating analysis is available. Standalone research has not yet been published; exploreOperating data、Financial comparison and SourceSource document。

Financial comparison

Select two specific periods to compare changes in scale, earnings and cash.

Quarter · As of 2025-06-28Source version used 2026-08-17 · Original currency USD

Current periodCompareUSD · Quarter

Current period 2025-03-30 — 2025-06-28Comparison period 2024-12-29 — 2025-03-29

Financial comparison of two defined periods; expand values for source records
Line item	Current period	Comparison period	Amount change	Growth
RevenueRecognized revenue; growth is calculated only when the comparison-period base is positive	480.70 MDerived by subtraction Raw value 480,700,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 1.65 B USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 1.16 B USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	425.20 M Raw value 425,200,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	+55.50 M	+13.05%
Gross profitGross margin 33.26% · Change +4.45 percentage points	159.90 MDerived by subtraction Raw value 159,900,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 459.90 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 300.00 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗	122.50 M Raw value 122,500,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	+37.40 M	+30.53%
Operating incomeOperating margin -1.75% · Change +7.12 percentage points	-8.40 MDerived by subtraction Raw value -8,400,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · -180.10 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · -171.70 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗	-37.70 M Raw value -37,700,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	+29.30 M	—
Net incomeNet margin 44.37% · Change +54.74 percentage points	213.30 MDerived by subtraction Raw value 213,300,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 25.90 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · -187.40 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗	-44.10 M Raw value -44,100,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	+257.40 M	—
Operating cash flowOperating cash flow / revenue 13.31% · Change +13.69 percentage points	64.00 MDerived by subtraction Raw value 64,000,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 126.30 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 62.30 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗	-1.60 MDerived by subtraction Raw value -1,600,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2024-06-30 — 2025-03-29 · 62.30 M USD · Source version 2026-05-06 Subtract: 2024-06-30 — 2024-12-28 · 63.90 M USD · Source version 2026-02-04 Original calculation input 1 ↗Original calculation input 2 ↗	+65.60 M	—
Capital expenditureCapital expenditure / revenue 11.21% · Change -3.56 percentage points	53.90 MDerived by subtraction Raw value 53,900,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 231.00 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 177.10 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗	62.80 MDerived by subtraction Raw value 62,800,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2024-06-30 — 2025-03-29 · 177.10 M USD · Source version 2026-05-06 Subtract: 2024-06-30 — 2024-12-28 · 114.30 M USD · Source version 2026-02-04 Original calculation input 1 ↗Original calculation input 2 ↗	-8.90 M	-14.17%

The change is the current value minus the comparison value; it is not automatically classified as year-over-year or quarter-over-quarter. Select a value to inspect reporting dates, filing versions and reconstruction inputs.

Historical trends and full financials

Comparable-period financial trends

2025-06-28Last value in range

Time rangeRevenue

2022-01-01 — 2025-06-28

Methodology and controls

Series with the same unit and frequency share a value axis. Each column compares observations with matching period boundaries and units. Records that fail those checks remain blank. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.

Scroll to see all periods; select a value to open its source →

Quarterly financials, USD. Records without verified periods or units are excluded from comparison columns.
Reporting period end · USD	2022-01-01	2022-04-02	2022-07-02	2022-10-01	2022-12-31	2023-04-01	2023-07-01	2023-09-30	2023-12-30	2024-03-30	2024-06-29	2024-09-28	2024-12-28	2025-03-29	2025-06-28
Revenue	446.70 M Raw value 446,700,000.00 USD 2021-10-03 — 2022-01-01 · USD · Reported data Original filing ↗	395.40 M Raw value 395,400,000.00 USD 2022-01-02 — 2022-04-02 · USD · Reported data Original filing ↗	422.10 MDerived by subtraction Raw value 422,100,000.00 USD 2022-04-03 — 2022-07-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2021-07-04 — 2022-07-02 · 1.71 B USD · Source version 2024-08-21 Subtract: 2021-07-04 — 2022-04-02 · 1.29 B USD · Source version 2023-05-09 Original calculation input 1 ↗Original calculation input 2 ↗	506.80 M Raw value 506,800,000.00 USD 2022-07-03 — 2022-10-01 · USD · Reported data Original filing ↗	506.00 M Raw value 506,000,000.00 USD 2022-10-02 — 2022-12-31 · USD · Reported data Original filing ↗	383.40 M Raw value 383,400,000.00 USD 2023-01-01 — 2023-04-01 · USD · Reported data Original filing ↗	370.80 MDerived by subtraction Raw value 370,800,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2022-07-03 — 2023-07-01 · 1.77 B USD · Source version 2025-08-19 Subtract: 2022-07-03 — 2023-04-01 · 1.40 B USD · Source version 2024-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	317.60 M Raw value 317,600,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reported data Original filing ↗	366.80 M Raw value 366,800,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reported data Original filing ↗	366.50 M Raw value 366,500,000.00 USD 2023-12-31 — 2024-03-30 · USD · Reported data Original filing ↗	308.30 MDerived by subtraction Raw value 308,300,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2023-07-02 — 2024-06-29 · 1.36 B USD · Source version 2026-08-17 Subtract: 2023-07-02 — 2024-03-30 · 1.05 B USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	336.90 M Raw value 336,900,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reported data Original filing ↗	402.20 M Raw value 402,200,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reported data Original filing ↗	425.20 M Raw value 425,200,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	480.70 MDerived by subtraction Raw value 480,700,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 1.65 B USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 1.16 B USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗
Gross profit	207.50 M Raw value 207,500,000.00 USD 2021-10-03 — 2022-01-01 · USD · Reported data Original filing ↗	167.20 M Raw value 167,200,000.00 USD 2022-01-02 — 2022-04-02 · USD · Reported data Original filing ↗	181.70 MDerived by subtraction Raw value 181,700,000.00 USD 2022-04-03 — 2022-07-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2021-07-04 — 2022-07-02 · 788.60 M USD · Source version 2024-08-21 Subtract: 2021-07-04 — 2022-04-02 · 606.90 M USD · Source version 2023-05-09 Original calculation input 1 ↗Original calculation input 2 ↗	201.20 M Raw value 201,200,000.00 USD 2022-07-03 — 2022-10-01 · USD · Reported data Original filing ↗	166.20 M Raw value 166,200,000.00 USD 2022-10-02 — 2022-12-31 · USD · Reported data Original filing ↗	112.00 M Raw value 112,000,000.00 USD 2023-01-01 — 2023-04-01 · USD · Reported data Original filing ↗	89.60 MDerived by subtraction Raw value 89,600,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2022-07-03 — 2023-07-01 · 569.00 M USD · Source version 2025-08-19 Subtract: 2022-07-03 — 2023-04-01 · 479.40 M USD · Source version 2024-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	76.70 M Raw value 76,700,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reported data Original filing ↗	64.00 M Raw value 64,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reported data Original filing ↗	59.50 M Raw value 59,500,000.00 USD 2023-12-31 — 2024-03-30 · USD · Reported data Original filing ↗	51.30 MDerived by subtraction Raw value 51,300,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2023-07-02 — 2024-06-29 · 251.50 M USD · Source version 2026-08-17 Subtract: 2023-07-02 — 2024-03-30 · 200.20 M USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	77.90 M Raw value 77,900,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reported data Original filing ↗	99.60 M Raw value 99,600,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reported data Original filing ↗	122.50 M Raw value 122,500,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	159.90 MDerived by subtraction Raw value 159,900,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 459.90 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 300.00 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗
Operating income	85.20 M Raw value 85,200,000.00 USD 2021-10-03 — 2022-01-01 · USD · Reported data Original filing ↗	46.80 M Raw value 46,800,000.00 USD 2022-01-02 — 2022-04-02 · USD · Reported data Original filing ↗	55.40 MDerived by subtraction Raw value 55,400,000.00 USD 2022-04-03 — 2022-07-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2021-07-04 — 2022-07-02 · 303.30 M USD · Source version 2024-08-21 Subtract: 2021-07-04 — 2022-04-02 · 247.90 M USD · Source version 2023-05-09 Original calculation input 1 ↗Original calculation input 2 ↗	13.50 M Raw value 13,500,000.00 USD 2022-07-03 — 2022-10-01 · USD · Reported data Original filing ↗	-21.90 M Raw value -21,900,000.00 USD 2022-10-02 — 2022-12-31 · USD · Reported data Original filing ↗	-51.40 M Raw value -51,400,000.00 USD 2023-01-01 — 2023-04-01 · USD · Reported data Original filing ↗	-55.90 MDerived by subtraction Raw value -55,900,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2022-07-03 — 2023-07-01 · -115.70 M USD · Source version 2025-08-19 Subtract: 2022-07-03 — 2023-04-01 · -59.80 M USD · Source version 2024-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	-80.80 M Raw value -80,800,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reported data Original filing ↗	-105.20 M Raw value -105,200,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reported data Original filing ↗	-114.60 M Raw value -114,600,000.00 USD 2023-12-31 — 2024-03-30 · USD · Reported data Original filing ↗	-133.40 MDerived by subtraction Raw value -133,400,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2023-07-02 — 2024-06-29 · -434.00 M USD · Source version 2026-08-17 Subtract: 2023-07-02 — 2024-03-30 · -300.60 M USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	-82.40 M Raw value -82,400,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reported data Original filing ↗	-51.60 M Raw value -51,600,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reported data Original filing ↗	-37.70 M Raw value -37,700,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	-8.40 MDerived by subtraction Raw value -8,400,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · -180.10 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · -171.70 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗
Net income	56.70 M Raw value 56,700,000.00 USD 2021-10-03 — 2022-01-01 · USD · Reported data Original filing ↗	26.00 M Raw value 26,000,000.00 USD 2022-01-02 — 2022-04-02 · USD · Reported data Original filing ↗	34.70 MDerived by subtraction Raw value 34,700,000.00 USD 2022-04-03 — 2022-07-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2021-07-04 — 2022-07-02 · 198.90 M USD · Source version 2024-08-21 Subtract: 2021-07-04 — 2022-04-02 · 164.20 M USD · Source version 2023-05-09 Original calculation input 1 ↗Original calculation input 2 ↗	-0.40 M Raw value -400,000.00 USD 2022-07-03 — 2022-10-01 · USD · Reported data Original filing ↗	-31.70 M Raw value -31,700,000.00 USD 2022-10-02 — 2022-12-31 · USD · Reported data Original filing ↗	-39.30 M Raw value -39,300,000.00 USD 2023-01-01 — 2023-04-01 · USD · Reported data Original filing ↗	-60.20 MDerived by subtraction Raw value -60,200,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2022-07-03 — 2023-07-01 · -131.60 M USD · Source version 2025-08-19 Subtract: 2022-07-03 — 2023-04-01 · -71.40 M USD · Source version 2024-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	-67.90 M Raw value -67,900,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reported data Original filing ↗	-99.10 M Raw value -99,100,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reported data Original filing ↗	-127.00 M Raw value -127,000,000.00 USD 2023-12-31 — 2024-03-30 · USD · Reported data Original filing ↗	-252.50 MDerived by subtraction Raw value -252,500,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2023-07-02 — 2024-06-29 · -546.50 M USD · Source version 2026-08-17 Subtract: 2023-07-02 — 2024-03-30 · -294.00 M USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	-82.40 M Raw value -82,400,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reported data Original filing ↗	-60.90 M Raw value -60,900,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reported data Original filing ↗	-44.10 M Raw value -44,100,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reported data Original filing ↗	213.30 MDerived by subtraction Raw value 213,300,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 25.90 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · -187.40 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗
Operating cash flow	206.50 MDerived by subtraction Raw value 206,500,000.00 USD 2021-10-03 — 2022-01-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2021-07-04 — 2022-01-01 · 268.40 M USD · Source version 2023-02-09 Subtract: 2021-07-04 — 2021-10-02 · 61.90 M USD · Source version 2022-11-08 Original calculation input 1 ↗Original calculation input 2 ↗	76.60 MDerived by subtraction Raw value 76,600,000.00 USD 2022-01-02 — 2022-04-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2021-07-04 — 2022-04-02 · 345.00 M USD · Source version 2023-05-09 Subtract: 2021-07-04 — 2022-01-01 · 268.40 M USD · Source version 2023-02-09 Original calculation input 1 ↗Original calculation input 2 ↗	114.30 MDerived by subtraction Raw value 114,300,000.00 USD 2022-04-03 — 2022-07-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2021-07-04 — 2022-07-02 · 459.30 M USD · Source version 2024-08-21 Subtract: 2021-07-04 — 2022-04-02 · 345.00 M USD · Source version 2023-05-09 Original calculation input 1 ↗Original calculation input 2 ↗	20.80 M Raw value 20,800,000.00 USD 2022-07-03 — 2022-10-01 · USD · Reported data Original filing ↗	94.90 MDerived by subtraction Raw value 94,900,000.00 USD 2022-10-02 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2022-07-03 — 2022-12-31 · 115.70 M USD · Source version 2024-02-08 Subtract: 2022-07-03 — 2022-10-01 · 20.80 M USD · Source version 2023-11-08 Original calculation input 1 ↗Original calculation input 2 ↗	14.90 MDerived by subtraction Raw value 14,900,000.00 USD 2023-01-01 — 2023-04-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2022-07-03 — 2023-04-01 · 130.60 M USD · Source version 2024-05-07 Subtract: 2022-07-03 — 2022-12-31 · 115.70 M USD · Source version 2024-02-08 Original calculation input 1 ↗Original calculation input 2 ↗	49.20 MDerived by subtraction Raw value 49,200,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2022-07-03 — 2023-07-01 · 179.80 M USD · Source version 2025-08-19 Subtract: 2022-07-03 — 2023-04-01 · 130.60 M USD · Source version 2024-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	-2.30 M Raw value -2,300,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reported data Original filing ↗	-1.50 MDerived by subtraction Raw value -1,500,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2023-07-02 — 2023-12-30 · -3.80 M USD · Source version 2025-02-06 Subtract: 2023-07-02 — 2023-09-30 · -2.30 M USD · Source version 2024-11-08 Original calculation input 1 ↗Original calculation input 2 ↗	-7.00 MDerived by subtraction Raw value -7,000,000.00 USD 2023-12-31 — 2024-03-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2023-07-02 — 2024-03-30 · -10.80 M USD · Source version 2025-05-07 Subtract: 2023-07-02 — 2023-12-30 · -3.80 M USD · Source version 2025-02-06 Original calculation input 1 ↗Original calculation input 2 ↗	35.50 MDerived by subtraction Raw value 35,500,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2023-07-02 — 2024-06-29 · 24.70 M USD · Source version 2026-08-17 Subtract: 2023-07-02 — 2024-03-30 · -10.80 M USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	39.60 M Raw value 39,600,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reported data Original filing ↗	24.30 MDerived by subtraction Raw value 24,300,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2024-06-30 — 2024-12-28 · 63.90 M USD · Source version 2026-02-04 Subtract: 2024-06-30 — 2024-09-28 · 39.60 M USD · Source version 2025-11-05 Original calculation input 1 ↗Original calculation input 2 ↗	-1.60 MDerived by subtraction Raw value -1,600,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2024-06-30 — 2025-03-29 · 62.30 M USD · Source version 2026-05-06 Subtract: 2024-06-30 — 2024-12-28 · 63.90 M USD · Source version 2026-02-04 Original calculation input 1 ↗Original calculation input 2 ↗	64.00 MDerived by subtraction Raw value 64,000,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 126.30 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 62.30 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗
Capital expenditure	26.10 MDerived by subtraction Raw value 26,100,000.00 USD 2021-10-03 — 2022-01-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2021-07-04 — 2022-01-01 · 44.00 M USD · Source version 2023-02-09 Subtract: 2021-07-04 — 2021-10-02 · 17.90 M USD · Source version 2022-11-08 Original calculation input 1 ↗Original calculation input 2 ↗	18.60 MDerived by subtraction Raw value 18,600,000.00 USD 2022-01-02 — 2022-04-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2021-07-04 — 2022-04-02 · 62.60 M USD · Source version 2023-05-09 Subtract: 2021-07-04 — 2022-01-01 · 44.00 M USD · Source version 2023-02-09 Original calculation input 1 ↗Original calculation input 2 ↗	28.60 MDerived by subtraction Raw value 28,600,000.00 USD 2022-04-03 — 2022-07-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2021-07-04 — 2022-07-02 · 91.20 M USD · Source version 2024-08-21 Subtract: 2021-07-04 — 2022-04-02 · 62.60 M USD · Source version 2023-05-09 Original calculation input 1 ↗Original calculation input 2 ↗	22.90 M Raw value 22,900,000.00 USD 2022-07-03 — 2022-10-01 · USD · Reported data Original filing ↗	39.90 MDerived by subtraction Raw value 39,900,000.00 USD 2022-10-02 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2022-07-03 — 2022-12-31 · 62.80 M USD · Source version 2024-02-08 Subtract: 2022-07-03 — 2022-10-01 · 22.90 M USD · Source version 2023-11-08 Original calculation input 1 ↗Original calculation input 2 ↗	29.40 MDerived by subtraction Raw value 29,400,000.00 USD 2023-01-01 — 2023-04-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2022-07-03 — 2023-04-01 · 92.20 M USD · Source version 2024-05-07 Subtract: 2022-07-03 — 2022-12-31 · 62.80 M USD · Source version 2024-02-08 Original calculation input 1 ↗Original calculation input 2 ↗	36.30 MDerived by subtraction Raw value 36,300,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2022-07-03 — 2023-07-01 · 128.50 M USD · Source version 2025-08-19 Subtract: 2022-07-03 — 2023-04-01 · 92.20 M USD · Source version 2024-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	57.80 M Raw value 57,800,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reported data Original filing ↗	31.00 MDerived by subtraction Raw value 31,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2023-07-02 — 2023-12-30 · 88.80 M USD · Source version 2025-02-06 Subtract: 2023-07-02 — 2023-09-30 · 57.80 M USD · Source version 2024-11-08 Original calculation input 1 ↗Original calculation input 2 ↗	19.60 MDerived by subtraction Raw value 19,600,000.00 USD 2023-12-31 — 2024-03-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2023-07-02 — 2024-03-30 · 108.40 M USD · Source version 2025-05-07 Subtract: 2023-07-02 — 2023-12-30 · 88.80 M USD · Source version 2025-02-06 Original calculation input 1 ↗Original calculation input 2 ↗	24.60 MDerived by subtraction Raw value 24,600,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2023-07-02 — 2024-06-29 · 133.00 M USD · Source version 2026-08-17 Subtract: 2023-07-02 — 2024-03-30 · 108.40 M USD · Source version 2025-05-07 Original calculation input 1 ↗Original calculation input 2 ↗	74.10 M Raw value 74,100,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reported data Original filing ↗	40.20 MDerived by subtraction Raw value 40,200,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2024-06-30 — 2024-12-28 · 114.30 M USD · Source version 2026-02-04 Subtract: 2024-06-30 — 2024-09-28 · 74.10 M USD · Source version 2025-11-05 Original calculation input 1 ↗Original calculation input 2 ↗	62.80 MDerived by subtraction Raw value 62,800,000.00 USD 2024-12-29 — 2025-03-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value Add: 2024-06-30 — 2025-03-29 · 177.10 M USD · Source version 2026-05-06 Subtract: 2024-06-30 — 2024-12-28 · 114.30 M USD · Source version 2026-02-04 Original calculation input 1 ↗Original calculation input 2 ↗	53.90 MDerived by subtraction Raw value 53,900,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months Add: 2024-06-30 — 2025-06-28 · 231.00 M USD · Source version 2026-08-17 Subtract: 2024-06-30 — 2025-03-29 · 177.10 M USD · Source version 2026-05-06 Original calculation input 1 ↗Original calculation input 2 ↗

Comparison rules and gaps

Comparison columns require aligned period boundaries, currency and duration. Blank values are not zero; directly reported quarters and cumulative reconstructions are distinguished. A non-positive comparison base is shown as an amount change without a percentage growth rate.

View filing source

Events and disclosure records

Completed events, conditional arrangements and the document versions used are listed separately.

Check original source ↗

2026-09-21Conditional arrangements

Corning · Supply

ECOC 2026 proof-of-concept demo · Corning multimode fiber glass ferrules and MMC high-density connectivity used in Lumentum's 1060 nm VCSEL die-to-die optical interconnect platform (~10 Tb/s aggregate Tx/Rx, 32 Gb/s NRZ channels) · Qualcomm supplies the D2D interface IP · no commercial supply agreement disclosed [7]

2026-07-26Disclosed events

AXT · Offtake and leasing

InP substrate capacity reservation agreement · initial 6-year term from 2026-07-26 plus 1-year renewals · two deposits of US$43.5m each (US$87m total) applied as shipment credits · annual minimum purchase commitments with shortfall payments [1]

2026-06-27Disclosed events

Anonymous customer · LITE (Customer A, 26.6% of FY2026 net revenue) · Customer

Customer A accounted for 26.6% of Lumentum's FY2026 net revenue; disclosed but not named in the customer concentration note [4]

2026-06-27Disclosed events

Anonymous customer · LITE (Customer B, 15.0% of FY2026 net revenue) · Customer

Customer B accounted for 15.0% of Lumentum's FY2026 net revenue; disclosed but not named in the customer concentration note [5]

View remaining recorded events (3)

2026-03-26Disclosed events

Qorvo, Inc. (Nasdaq: QRVO) · Capital and financing

Lumentum acquired Qorvo's 240,000 sq ft Greensboro, North Carolina fab, including transfer of an experienced workforce, to be retrofitted for InP CW/UHP lasers with production ramp expected mid-2028; consideration not disclosed in the release [6]

2026-03-02Disclosed events

NVIDIA · Capital and financing

NVIDIA is investing $2 billion in Lumentum to support R&D, future capacity and operations as Lumentum builds out US-based manufacturing in a new fab; announced 2026-03-02 [2]

2026-03-02Disclosed events

NVIDIA · Offtake and leasing

Multi-year strategic agreements including an NVIDIA multi-billion purchase commitment and future capacity access rights for advanced laser components; non-exclusive, amount not disclosed [3]

Included financial source versions

2026-08-17
10-K Original financial filings ↗
This page cites periods ending through 2026-06-27. The same document includes multiple comparison periods.
2026-05-06
10-Q Original financial filings ↗
This page cites periods ending through 2026-03-28. The same document includes multiple comparison periods.
2026-02-04
10-Q Original financial filings ↗
This page cites periods ending through 2025-12-27. The same document includes multiple comparison periods.
2025-11-05
10-Q Original financial filings ↗
This page cites periods ending through 2025-09-27. The same document includes multiple comparison periods.
2025-08-19
10-K Original financial filings ↗
This page cites periods ending through 2023-07-01.
2025-05-07
10-Q Original financial filings ↗
This page cites periods ending through 2025-03-29. The same document includes multiple comparison periods.

Showing the latest 6 recorded source versions. Find the remaining 39 in Source values in the full financial table.

Industry relationships and operating mechanisms

Trace supply and demand through contract performance, operating metrics and cash attribution.

Company in focus

Direct relationships: 7 · Excluded by current filters: 1

Upstream supply

2 companies

↗

2026-07-261 record

↗

2026-09-211 record

LITE

Lumentum

Operating metrics: 10 ↗

Downstream demand

3 companies

↗

2026-03-021 record

2026-06-271 record

Capital sources

1 companies

↗

2026-03-021 record

Capital deployed

1 companies

2026-03-261 record

Goods and services are arranged from supplier to customer; capital is shown separately. Select a relationship to inspect its evidence and operating mechanism. Second-degree paths do not establish guarantees or certain revenue.

Relationship records

7 records

Status / record date	Recorded amount	Capacity basis	Evidence source
Demonstration stage2026-09-21	No attributable amount providedAmount classification not yet structured	Not structured	B · Company / mediaCheck public source ↗
Signed / existing2026-07-26	USD 0.087 billionAmount associated with the contract relationship	Not structured	A · Original filingCheck public source ↗
Signed / existing2026-06-27	No attributable amount providedAmount classification not yet structured	Not structured	A · Original filingCheck public source ↗
Signed / existing2026-06-27	No attributable amount providedAmount classification not yet structured	Not structured	A · Original filingCheck public source ↗
Signed / existing2026-03-26	No attributable amount providedAcquisition consideration	Not structured	B · Company / mediaCheck public source ↗
Signed / existing2026-03-02	USD 2 billionEquity subscription amount	Not structured	A · Original filingCheck public source ↗
Signed / existing2026-03-02	NVIDIA's multibillion-dollar purchase commitments plus access to future capacity for advanced laser componentsAmount associated with the contract relationship	Not structured	A · Original filingCheck public source ↗

1–7 / 7 records

Upstream supply · Capacity offtake

AXTI LITE

Signed / existing2026-07-26A · Original filing

Check public source ↗

What this relationship establishes

InP substrate capacity reservation agreement

Relationship type: Capacity offtake
Recorded as signed or existing; performance progress requires separate verification
Amount basis: USD 0.087 billion Amount associated with the contract relationship
Two deposits of $43.5m each, $87m in total, are credited against shipments
Contract duration, revenue recognition and cash collection do not follow the same schedule. Dividing the total by the contract term is not a substitute for actual period results. The graph's USD field retains its stored value; the original wording determines whether an amount is exact, approximate, a floor or a cap.
Attribution: Applies to this relationship; the original document determines the specific legal entities and attribution.
Concentration: A relationship amount and company denominator with matching periods and definitions are not provided
Relationship counts, capacity and total contract value are not measures of revenue or procurement concentration.

Complete record and source location

A · Original filing

AXTI 8-K (2026-07-29) Item 1.01

Procurement constraints and delivery

The excerpts below come from this record. Verify signed status separately from actual completion.

annual minimum purchase commitments with shortfall payments

Inputs still needed to quantify the impact

A period-by-period schedule of contractual cash receipts, cash payments and revenue recognition
Performance, termination and substitute-capacity provisions
Attribution to equity after construction, maintenance, taxes, fees and financing

The amount associated with a relationship cannot substitute for the company's revenue, earnings or stock-price impact. Applies to this relationship; the original document determines the specific legal entities and attribution.

How to test the operating mechanism

Analytical framework, not a realized impact

Contract terms
LITE purchases products or services from AXTI under an offtake arrangement; first distinguish leases, cloud services and other offtake arrangements.
Contract execution
Track delivery, lease commencement or service activation, cancellation conditions and renewal options for each tranche.
Financial outcomes
Present the nominal contract amount, revenue recognized during the period, cash receipts and spending to fulfill the contract separately.
Testing price implications
Verify the effective contract term, capital investment and financing attribution before estimating cash attributable to shareholders.

Cross-check relationship events against subsequent disclosures of company revenue, costs, working capital and cash flows; movements in the same direction alone do not establish causation.

Operating data to test the relationship

LITE · Company-specific metric definitions and classifications

Metrics test operating processes; an overall change cannot be attributed to a single relationship. Expand the definitions to check calculation methods and their applicable boundaries.

Profit and costs

Can revenue growth translate into earnings attributable to shareholders?

Preserve the distinctions relating to depreciation, stock-based compensation, adjustments and segments. The company's margin cannot be applied as this contract's margin.

Operating metric	Latest value	Definition and boundaries
Gross margin ↗2026-06-27 · Research calculation	41.67%	Definition and boundaries Gross profit / revenue × 100 Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Operating margin ↗2026-06-27 · Research calculation	17.41%	Definition and boundaries Operating income / revenue × 100 Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Net margin ↗2026-06-27 · Research calculation	-230.1%	Definition and boundaries Selected net-income concept / revenue × 100 May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Operating cash flow / revenue ↗2026-06-27 · Research calculation	24.93%	Definition and boundaries Operating cash flow / revenue × 100 Shows operating cash inflows and outflows, including working capital and taxes. It is neither a contract collection rate nor cash available for shareholder distribution. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
(CFO − cash purchases of PP&E) / revenue ↗2026-06-27 · Research calculation	9.96%	Definition and boundaries (Operating cash flow − cash purchases of PP&E) / revenue × 100 A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.

Investment and funding needs

How much cash is required for construction and procurement before delivery?

Compare prepayments, cash capital expenditure and commissioning plans. Current-period revenue is not a substitute for a full investment-recovery calculation.

Operating metric	Latest value	Definition and boundaries
Cash purchases of PP&E / revenue ↗2026-06-27 · Research calculation	14.97%	Definition and boundaries Cash purchases of PP&E / revenue × 100 Identified cash purchases of PP&E, excluding non-cash additions. Maintenance and expansion investment are not separated. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.

Show remaining company metrics (4)

Other operating observations

What verifiable information does this metric provide about this relationship?

Use the metric's definition and original inputs. Quantitative attribution to this relationship has not been established.

Operating metric	Latest value	Definition and boundaries
Revenue growth YoY ↗2026-06-27 · Research calculation	83.22%	Definition and boundaries (Current-period revenue / comparable prior-year revenue − 1) × 100 Requires the same concept and currency for equal-length periods one year apart, with positive prior-year revenue. A 53-week versus 52-week year may still differ by one week; no daily adjustment is made. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
(Net income − operating cash flow) / revenue ↗2026-06-27 · Research calculation	-255.03%	Definition and boundaries (Net income − operating cash flow) / revenue × 100 The amount difference divided by revenue. This is not the Sloan accrual ratio or an earnings-manipulation score. A positive value only indicates that earnings exceed operating cash flow for the same period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Days inventory outstanding (average balance) ↗2026-06-27 · Research calculation	120.26 days	Definition and boundaries (Opening inventory + closing inventory) / 2 / (revenue − gross profit) × actual days in the period Costs are reconstructed as revenue less reported gross profit for the same period and currency. Inventory mix and impairments can affect the result; it does not establish demand on its own. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Days payable outstanding (average balance) ↗2026-06-27 · Research calculation	82.05 days	Definition and boundaries (Opening accounts payable + closing accounts payable) / 2 / (revenue − gross profit) × actual days in the period Cost of revenue is used as a proxy for purchases and may include non-purchasing costs. This is not a supplier payment term and does not separate supplier financing. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.

Related companies in the value chain 18 companies · Networking and optical interconnects

Related browsing is based on overlapping segments in the current graph. It does not establish direct peers, valuation comparability, or a supply, customer or investment relationship.

Search all operating metrics and calculation methods

Operating metric search

Test relationship hypotheses against actual operating series, with their definitions, periods and calculation methods.

Historical research methodology

Company10 / 10 items

Operating metric	Latest value	Period / classification	Definition and interpretation boundaries	Analysis
Revenue growth YoY	83.22%	2026-06-27Research calculation	(Current-period revenue / comparable prior-year revenue − 1) × 100Requires the same concept and currency for equal-length periods one year apart, with positive prior-year revenue. A 53-week versus 52-week year may still differ by one week; no daily adjustment is made. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
Gross margin	41.67%	2026-06-27Research calculation	Gross profit / revenue × 100Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
Operating margin	17.41%	2026-06-27Research calculation	Operating income / revenue × 100Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
Net margin	-230.1%	2026-06-27Research calculation	Selected net-income concept / revenue × 100May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
Operating cash flow / revenue	24.93%	2026-06-27Research calculation	Operating cash flow / revenue × 100Shows operating cash inflows and outflows, including working capital and taxes. It is neither a contract collection rate nor cash available for shareholder distribution. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
(CFO − cash purchases of PP&E) / revenue	9.96%	2026-06-27Research calculation	(Operating cash flow − cash purchases of PP&E) / revenue × 100A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
Cash purchases of PP&E / revenue	14.97%	2026-06-27Research calculation	Cash purchases of PP&E / revenue × 100Identified cash purchases of PP&E, excluding non-cash additions. Maintenance and expansion investment are not separated. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
(Net income − operating cash flow) / revenue	-255.03%	2026-06-27Research calculation	(Net income − operating cash flow) / revenue × 100The amount difference divided by revenue. This is not the Sloan accrual ratio or an earnings-manipulation score. A positive value only indicates that earnings exceed operating cash flow for the same period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
Days inventory outstanding (average balance)	120.26 days	2026-06-27Research calculation	(Opening inventory + closing inventory) / 2 / (revenue − gross profit) × actual days in the periodCosts are reconstructed as revenue less reported gross profit for the same period and currency. Inventory mix and impairments can affect the result; it does not establish demand on its own. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗
Days payable outstanding (average balance)	82.05 days	2026-06-27Research calculation	(Opening accounts payable + closing accounts payable) / 2 / (revenue − gross profit) × actual days in the periodCost of revenue is used as a proxy for purchases and may include non-purchasing costs. This is not a supplier payment term and does not separate supplier financing. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.	View full series ↗

Source grades, dates and quantitative definitions

A = original SEC or exchange filings; B = company announcements, IR materials, official websites or established media; C = industry-structure inferences or third-party accounts without an independent primary source

Key relationships were reviewed using public information available through 2026-10-23. Historical relationships have not all been individually reverified. Their original dates are retained; delisted entities remain in the relationship archive but are excluded from market-cap weights. Review coverage through 2026-10-23.

Signed status does not mean that the full amount has been paid or that capacity has been delivered. Assess contract value, period revenue, investment, loans, prepayments and guarantee caps separately; do not sum them as a single exposure. Distinguish total power capacity from critical IT load. Company-level metrics cannot be attributed directly to an individual relationship.

Source facts and operating implications are distinguished, with forecasts and conditional scenarios identified as such. Missing relationships mean that this graph has no record of them. Data version 60aad2cdea0eff4f82e9dafe344d1e57aa2b950269b621d7e5bddfef10520644.

EVIDENCE & SOURCES

Data and calculation basis

Sources and filing versions

Quotes and valuation

2026-10-27, 16:00 ET · Regular-session close. History through 2026-10-23 uses provider split-adjusted prices, excluding dividends. Full-history adjustment factors have not been independently recalculated. MA20 is the arithmetic mean of 20 recorded trading-day closes and does not bridge missing prices or known corporate actions. Price comparisons exclude dividend reinvestment and do not represent total returns. Market cap retrieved on 2026-10-28. Prices refresh daily. Source timestamps and website update times are shown separately.

The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately.

Original verification notes

first-provider-observation-listing-date-not-verified

Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.

Nasdaq Quote source page Price-history source page

Financial statements

Reporting period 2026-06-27; filed 2026-08-17. Financials use the company's reporting periods and currency; unavailable values appear as —. Expand the section below each chart to inspect metric definitions, inputs and original sources.

SEC Company filings Raw financial data · JSON

Business evidence

Based on value-chain records; original operating disclosures are still needed.

Citations: 7 · Documents: 6 · Duplicate documents are grouped; individual source locations are retained

1AXTI 8-K (2026-07-29) Item 1.01Value-chain archive

AXTI 8-K (2026-07-29) Item 1.01 · Document date unverified