Lumentum Holdings Inc. (LITE)

Optical component plants, mostly in Asia. Read October 19, 2026 from the annual report for the period ending June 27, 2026, filed August 17, 2026. Ranked 119 of the 135 Technology companies read so far, by the share within reach now.

The filing counts 13,757 full-time employees, 11,916 of them in manufacturing, making optical chips, components and systems, so one electronic components pattern carries the workforce.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 17% now, 35% at the end of 2027, 44% at the end of 2028, 49% at the end of 2030. By the patterns, the work is about 49% desk work, 14% people work and 37% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 49% of the working time stays with people (conversation, in-person and hands-on work), 41% becomes checking a model's work and 5% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

13,757 employees as of June 27, 2026 (stated). Not stated; U.S. revenue is 11%, and the plants the filing's geography names are in Thailand, Mexico and China.

The filing: “As of June 27, 2026, we employed approximately 13,757 full-time employees, including approximately 11,916 employees in manufacturing, 1,085 employees in R&D and 756 employees in SG&A.”

The workforce as industry patterns

What the filing says about the workforce: 13,757 full-time: 11,916 manufacturing (87%), 1,085 R&D, 756 SG&A; about 1% under collective bargaining agreements in Slovenia and China; headcount up from 10,562 a year earlier and 7,257 two years earlier, as the filing's history shows.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Semiconductor and Other Electronic Component Manufacturing, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Amphenol Corporation (APH, 170,000 employees)17% now, 44% by 2028
• Flex Ltd. (FLEX, 149,686 employees)18% now, 46% by 2028
• Jabil Inc. (JBL, 135,000 employees)18% now, 46% by 2028
• TE Connectivity plc (TEL, 93,000 employees)18% now, 44% by 2028
• Intel Corp. (INTC, 85,100 employees)17% now, 44% by 2028
• Micron Technology, Inc. (MU, 53,000 employees)17% now, 44% by 2028
• QUALCOMM Incorporated (QCOM, 52,000 employees)17% now, 44% by 2028
• Coherent, Inc. (COHR, 51,000 employees)17% now, 44% by 2028

What the filing says about AI

42 sentences in the filing name AI. Forty-two sentences: the company's optical chips, components and systems serve cloud and AI and machine learning infrastructure, data center interconnect and telecom networks, which it names as its principal end markets.

• “Our products are essential to a range of cloud, artificial intelligence and machine learning ("AI/ML"), telecommunications, consumer, and industrial end-market applications.”
• “Components represent foundational parts that support or enable that system's operation and include optical chips and subsystems that are supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers.”
• “Our products enable high-capacity optical links for cloud computing, AI/ML workloads, and data center interconnect ("DCI") applications, as well as for communications service provider networks.”
• “Demand for our products is fueled by the ongoing expansion of network capacity required to support cloud services, AI/ML processing, streaming video, video conferencing, wireless and mobile connectivity, and the internet of things ("IoT").”
• “The convergence of factors including the growing reliance on data transmission, the rapid adoption of AI/ML, and the increasing digitalization of society is driving expansion in cloud data centers and the demand for higher-bandwidth network solutions.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20236median 1
• Fiscal 202435median 4
• Fiscal 202547median 10
• Fiscal 202642

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The function counts (manufacturing, R&D, SG&A) are recorded in the notes and stay inside the one pattern; no corporate headcount is stated (rule 6).
• The patterns stand for work in Thailand, Mexico and China under rule 7; the U.S. share is not stated.

Source: the company's annual report on EDGAR, accession 0001628280-26-057358, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.