Lumentum — Supply Chain & Business Relationships

Fourth Quarter Highlights: • Net revenue of $1.01 billion • GAAP gross margin of 47.4%; Non-GAAP gross margin of 50.4% • GAAP operating margin of 27.8%; Non-GAAP operating margin of 36.6% • Forecasting first quarter of fiscal year 2027 revenue of $1.225 billion to $1.275 billion; Non-GAAP operating margin of 39.5% to 40.5%;

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and Non-GAAP diluted net income per share of $4.05 to $4.35 San Jose, Calif., August 11, 2026 – Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fiscal fourth quarter and full fiscal year ended June 27, 2026. “Lumentum is positioned at the heart of a secular industry shift. As AI compute workloads increase in both speed and bandwidth, data center architects are turning to optical links as a primary means of connectivity. While our Q4 results demonstrate broad-based traction, key growth drivers such as OCS solutions and our cloud module business, where we are advancing 1.6T adoption, are beginning to layer in.

• Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50; Non-GAAP diluted net income per share of $2.37 San Jose, Calif., May 5, 2026 – L umentum Holdings Inc.

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(“Lumentum” or the “Company”) today reported results for its fiscal third quarter ended March 28, 2026. “Lumentum delivered an exceptional third quarter, with revenue growing 90% year over year to a record $808 million. While our top line growth continues to garner headlines, the more impressive part of our recent performance has been our margin expansion. In fiscal Q3, gross margin improved by 540 basis points on quarter and operating margin by 700 basis points,” said President and CEO Michael Hurlston. “Margin improvement has been driven by many factors including operational rigor, pricing discipline, and product mix. This quarter, mix was aided by strength in laser chips, but also by a less-heralded part of our portfolio, ‘scale-across’ components, which include our pump lasers and narrow linewidth laser assemblies.

• Net revenue of $665.5 million • GAAP gross margin of 36.1%; Non-GAAP gross margin of 42.5% • GAAP operating margin of 9.7%; Non-GAAP operating margin of 25.2% • GAAP diluted net income per share of $0.89; Non-GAAP diluted net income per share of $1.67 San Jose, Calif., February 3, 2026 – L umentum Holdings Inc.

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(“Lumentum” or the “Company”) today reported results for its fiscal second quarter ended December 27, 2025. “Lumentum delivered a standout second quarter, with over 65 percent year-over-year revenue growth and non-GAAP operating margin expansion above 1,700 basis points,” said President and CEO Michael Hurlston. “Revenue hit the high end of our guidance range, while profitability and EPS expanded well beyond prior guidance, demonstrating the leverage of our business model.” “Our forward guidance calls for over 85 percent year-over-year revenue growth, yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co-packaged optics (CPO). In OCS, we are scaling rapidly to meet extraordinary customer demand that has already driven our backlog well beyond $400 million.

• Net revenue of $533.8 million • GAAP gross margin of 34.0%; Non-GAAP gross margin of 39.4% • GAAP operating margin of 1.3%; Non-GAAP operating margin of 18.7% • GAAP diluted net income per share of $0.05; Non-GAAP diluted net income per share of $1.10 San Jose, Calif., November 4, 2025 – Lumentum Holdings Inc.

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(“Lumentum” or the “Company”) today reported results for its fiscal first quarter en ded September 27, 2025. “In our fiscal first quarter, we saw year-over-year revenue growth of 58 percent and operating margin expansion of over 1,500 basis points on a non-GAAP basis. Revenue, operating margin, and earnings per share all came in at the high end of our guidance ranges,” said Michael Hurlston, Lumentum President and CEO. “Our first-quarter results and forward guidance underscore our strong momentum across data center, data center interconnect, and long-haul markets. Our guidance indicates we expect more than 20 percent sequential revenue growth, even before meaningful contributions from two of our next major growth engines—optical circuit switches and co-packaged optics.

Fourth Quarter Highlights: • Net revenue of $480.7 million • GAAP gross margin of 33.3%; Non-GAAP gross margin of 37.8% • GAAP operating loss of 1.7%; Non-GAAP operating margin of 15.0% Fiscal Year 2025 Highlights: • Net revenue of $1.65 billion • GAAP gross margin of 28.0%; Non-GAAP gross margin of 34.7% • GAAP operating loss of 10.9%;

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Non-GAAP operating margin of 9.7% San Jose, Calif., August 12, 2025 – Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fourth quarter and full fiscal year ended June 28, 2025. “In our fiscal fourth quarter, we executed exceptionally well in meeting robust demand across our portfolio of cloud products supporting AI data centers,” said Michael Hurlston, Lumentum President and CEO. “This solid performance, combined with sustained customer demand, drove our Q4 revenue above the high end of the upwardly revised guidance we provided in early June. The outperformance was broad-based across our cloud-focused business, with particular strength in components, specifically EML chips, pump lasers, and narrow linewidth laser assemblies for data center interconnect, as well as 800G modules.