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Lumentum10-Q: Margin pressure

Lumentum flags risk of tariffs and trade wars impacting customer business and profitability.

What happened

The company explicitly identifies tariffs and trade wars as a significant risk that could disrupt business with its customers.

Source

SEC EDGARFeb 3, 2026

Quarterly report (Form 10-Q)

Lumentum 10-Q

Filing excerpt

changes in global political tensions that may affect business with our customers, such as trade wars caused by or resulting in the imposition of heightened or scheduled proposed tariffs or the possibility of future tariffs;

sec.gov/Archives/edgar/data/1633978/000162828026005129/lite-20251227.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
12/27
Filed
Feb 3, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1633978
Accession number
0001628280-26-005129
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Feb 10, 2026
signal_type
sec-10q
signal_subtype
marginPressure

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1c1b15d7-33f7-4623-8929-da53aa5e7401 returns this record as JSON. POST /v1/companies/enrich returns every signal for lumentum.com.

{
  "signal_id": "1c1b15d7-33f7-4623-8929-da53aa5e7401",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-02-10T08:23:56.411+00:00",
  "company": {
    "name": "Lumentum",
    "domain": "lumentum.com"
  },
  "data": {
    "detail": "The company explicitly identifies tariffs and trade wars as a significant risk that could disrupt business with its customers. This creates pressure to optimize supply chains, manage costs, and find alternative sourcing, opening opportunities for logistics and trade compliance solutions.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Lumentum flags risk of tariffs and trade wars impacting customer business and profitability.",
    "excerpts": "changes in global political tensions that may affect business with our customers, such as trade wars caused by or resulting in the imposition of heightened or scheduled proposed tariffs or the possibility of future tariffs;",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026005129/lite-20251227.htm",
    "filing_date": "2026-02-03",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "12/27",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

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