Lumentum Holdings Inc. (LITE) Form 8-K — Nov 2, 2026
$LITEForm 8-KItems 1.01, 5.02, 7.01, 9.01Filed Nov 2, 2026, 8:39 AM ET0001193125-26-442758Original filing
Lumentum has agreed to be acquired by Marvell Technology in an all-stock merger, with each Lumentum share converting into 4.500 Marvell shares. The deal was signed November 1, 2026, and Lumentum's board unanimously approved it and recommends stockholders vote in favor. The consideration is 100% Marvell stock, so Lumentum holders' value now rides on the exchange ratio and Marvell's share price rather than a fixed cash price. Holders of Lumentum's Series A Convertible Preferred can elect to receive Marvell Series B Preferred instead of converted common.
Key figures
- Outside date
- November 1, 2027 (extendable to August 1, 2028)
- Exchange ratio
- 4.500
- Marvell termination fee
- $5.8 billion
- Lumentum termination fee
- $2.9 billion
- Series a preferred shares
- 2876415
- Shares outstanding common
- 90684914
- Regulatory termination fee
- $3.2 billion
AI analysis
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