LITE

Lumentum Holdings Inc.

HALAL — SCREEN DOES NOT PASSstock

Is LITE Halal?

Optical, photonic and laser-component business — generally permissible activity, but current debt, liquidity and receivables screens fail.

What You Should Know

Lumentum's March 28, 2026 Form 10-Q reports assets of $7,027.900 million, debt of $3,281.800 million, cash of $2,617.800 million, short-term investments of $554.500 million, receivables of $441.600 million and quarterly revenue of $808.400 million. Debt/assets is 46.70%, liquidity/assets is 45.14%, receivables plus cash/assets is 43.53% and disclosed interest and investment income is 1.84% of revenue. Debt, liquidity and receivables screens fail; no universal prohibited-revenue numerator is disclosed.

⚠️ Concerns

  • Debt/assets is 46.70%, above examined 33.333% limits
  • Liquidity/assets is 45.14%, above examined 33.333% limits
  • Receivables-plus-cash/assets is 43.53%, above the examined MSCI limit
  • Large debt and short-term investment portfolio
  • Telecom, data-center, consumer and industrial end uses require qualitative review

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-28; calculated 2026-07-15.

USD · millions
Interest-bearing debt / assets
46.70%Above limit
Below 33.333% under FTSE Yasaar

3,281.8 / 7,027.9

Cash + interest-bearing securities / assets
45.14%Above limit
Below 33.333% under FTSE Yasaar

3,172.3 / 7,027.9

Receivables + cash / assets
43.53%Within limit
Below 50% under FTSE Yasaar

3,059.4 / 7,027.9

Non-compliant income / revenue
1.84%Within limit
No more than 5% under FTSE Yasaar

14.9 / 808.4

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt/assets is 46.70%, liquidity/assets is 45.14% and receivables-plus-cash/assets is 43.53%; debt, liquidity and receivables exceed examined limits. Income is 1.84% of revenue.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Debt/assets is 46.70%, liquidity/assets is 45.14% and receivables-plus-cash/assets is 43.53%, above the examined MSCI total-assets limits; this is not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Debt/assets is 46.70% and liquidity/assets is 45.14%, above the examined Malaysia limits; this is not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Fails

A licensed historical market-cap series is not stored; the asset-based debt and liquidity screens already fail.

Business-activity disclosure

Lumentum designs optical, photonic and laser components for cloud, AI/ML, telecom, consumer and industrial applications. The technology activity is generally permissible, while customer and end-use revenue is not reduced to a universal prohibited-revenue numerator.

Limitation: The filing does not classify every optical, telecom, consumer or industrial end use by a universal Sharia category; activity remains qualitative.

Purification

Lumentum discloses $14.9 million of interest and investment income for the quarter, but ZakatInvest does not prescribe a scholar-approved purification percentage.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Lumentum's March 28, 2026 Form 10-Q.
  • Debt includes $3,238.6 million current borrowings and $43.2 million long-term debt; operating lease liabilities are excluded.
  • Cash is $2,617.8 million and short-term investments are $554.5 million.
  • Net accounts receivable is $441.6 million and third-quarter revenue is $808.4 million.
  • The filing reports $14.9 million of interest and investment income on cash equivalents and short-term investments for the quarter; no fixed purification percentage is prescribed.
  • Optical, photonic and laser components are generally permissible, but telecom, data-center, consumer and industrial end uses remain qualitative.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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