Computing Interconnects
Lumentum
An optical components manufacturer that has received a multibillion-dollar purchase agreement from NVIDIA, alongside similar deals with Coherent and Corning, as part of NVIDIA's strategy to secure the fiber-optic supply chain underlying its shift from copper to optical interconnects. Lumentum reported Q3 fiscal 2026 revenue of $808.4 million (up 90% year-over-year), with non-GAAP gross margin (47.9%) and operating margin (32.2%) both hitting all-time highs; its Components segment generated a record $533.3 million (66% of total revenue, up 77.3% year-over-year).
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 75% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Lumentum Holdings Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- CNBC — NVIDIA signs multibillion-dollar purchase agreement with Lumentum68% source confidence
- BigGo Finance / Lumentum Q3 FY2026 earnings — Lumentum's Q3 FY2026 revenue soars 90% as CEO declares a 'transformational growth phase'76% source confidence
- TECHi / 24/7 Wall St. — Lumentum stock up ~115% in 2026 as CPO and OCS emerge as next growth legs62% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Lumentum depends on below, and who depends on Lumentum above — click any node to make it the new center, 5 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.