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Lumentum Holdings Inc.

LITENasdaqCommunications Equipment, NECFiscal year ends June 27
Financials through Q4 FY2026, quarter ended Jun 27, 2026Last filing: 10-K on Aug 17, 2026Score 8/30506% above fair value
$684.40−156.30 (-18.59%)

Close on Nov 2, 2026Market cap $61.39BP/E –Yield –

Lumentum Unconditional Purchase Obligations by Quarter

Unconditional Purchase Obligations (Contract Manufacturer & Wafer/Component Commitments) ($M)

QuarterlyAnnual

Lumentum Unconditional Purchase Obligations: $2,400M in Q4 FY26, up 186.5% from a year earlier. That is the highest of the 36 quarters on record here.

Latest, Q4 FY26
2,400
Period ended Jun 30, 2026
Change on a year earlier
+186.5%
838 in Q4 FY25
History
36 quarters
Since Q1 FY18
Sources
36
Documents cited below

Where the Q4 FY26 figure comes from

Source: SEC Form 10-K (filed 2026-08-17) ↗

Binding non-cancellable purchase commitments with contract manufacturers and component suppliers; surged from $475.1M at FY2024-end to $837.6M at FY2025-end and $2,400.0M at FY2026Q4-end amid AI datacenter optical transceiver and InP laser capacity expansion.

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedUnconditional Purchase Obligations (Contract Manufacturer & Wafer/Component Commitments) ($M)Year on yearSource
Q4 FY26Jun 30, 20262,400+186.5%SEC Form 10-K (filed 2026-08-17) ↗
Q3 FY26Mar 31, 20261,796+182.6%SEC Form 10-Q (filed 2026-05-06) ↗
Q2 FY26Dec 31, 20251,086+75.1%SEC Form 10-Q (filed 2026-02-04) ↗
Q1 FY26Sep 30, 2025875+48.6%SEC Form 10-Q (filed 2025-11-05) ↗
Q4 FY25Jun 30, 2025838+76.3%SEC Form 10-K (filed 2025-08-19) ↗
Q3 FY25Mar 31, 2025635+71.8%SEC Form 10-Q (filed 2025-05-07) ↗
Q2 FY25Dec 31, 2024620+46.3%SEC Form 10-Q (filed 2025-02-06) ↗
Q1 FY25Sep 30, 2024589+49.2%SEC Form 10-Q (filed 2024-11-08) ↗
Q4 FY24Jun 30, 2024475+36.2%SEC Form 10-K (filed 2024-08-21) ↗
Q3 FY24Mar 31, 2024370-2.5%SEC Form 10-Q (filed 2024-05-07) ↗
Q2 FY24Dec 31, 2023424+8.3%SEC Form 10-Q (filed 2024-02-08) ↗
Q1 FY24Sep 30, 2023395-5.1%SEC Form 10-Q (filed 2023-11-08) ↗
Q4 FY23Jun 30, 2023349-13.6%SEC Form 10-K (filed 2023-08-23) ↗
Q3 FY23Mar 31, 2023379+9.7%SEC Form 10-Q (filed 2023-05-09) ↗
Q2 FY23Dec 31, 2022392+24.5%SEC Form 10-Q (filed 2023-02-09) ↗
Q1 FY23Sep 30, 2022416+59.8%SEC Form 10-Q (filed 2022-11-08) ↗

Breakdown

What makes up unconditional Purchase Obligations

Cite this data

StockData. (2026). Lumentum Unconditional Purchase Obligations ($M), quarterly Q1 FY18–Q4 FY26 [Data set]. Compiled from Lumentum SEC filings and investor materials. https://stockdatahq.com/stocks/lite/kpis/purch-commit

See every metric in the Lumentum KPI table. Data updated Nov 2, 2026.