Risk factors
Lumentum Holdings (LITE) risk factors
Item 1A of every Lumentum Holdings Inc. 10-K on file, and what changed from one year to the next. Readings are automated and can be wrong; check the filing for the exact wording.
- FY2026 10-K risk factors51 risks6 new5 dropped14 reworded
China export controls now threaten rare-earth and substrate access, production costs, and Lumentum’s global supply chain.
Filed Aug 17, 2026 - FY2025 10-K risk factors50 risks
The company relies heavily on a limited number of specialized suppliers and key customers, exposing it to concentration risks.
Filed Aug 19, 2025