Lumentum soars 219% in a year, powered by strong AI-driven demand, earnings beats and surging revenue growth.
Lumentum Holdings Inc. (LITE) Presents at UBS Global Technology and AI Conference 2025 Transcript
LITE's surging AI-driven demand for laser chips and optical transceivers fuels a 209.5% YTD stock rally and strong growth outlook.
Lumentum's Q1 revenues jump 58% to $533.8M, beating estimates as strong AI and cloud demand power earnings and raise shares over 14%.
Lumentum Holdings Inc. ( LITE ) Q1 2026 Earnings Call November 4, 2025 5:00 PM EST Company Participants Kathryn Ta - Vice President of Investor Relations Michael E. Hurlston - President, CEO & Director Wajid Ali - Executive VP & CFO Wupen Yuen - President of Global Business Unit Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co, Research Division Ryan Koontz - Needham & Company, LLC, Research Division Michael Genovese - Rosenblatt Securities Inc., Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Papa Sylla - Citigroup Inc., Research Division Meta Marshall - Morgan Stanley, Research Division Karl Ackerman - BNP Paribas, Research Division Presentation Operator Good day, everyone, and welcome to the Lumentum Holdings First Quarter Fiscal Year 2026 Earnings Call.
Lumentum (LITE) came out with quarterly earnings of $1.1 per share, beating the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.18 per share a year ago.
Lumentum (NASDAQ: LITE) delivered a quarter that rewarded believers in AI-driven optical infrastructure.
Lumentum's first-quarter fiscal 2026 results may see strong cloud-driven gains as Datacom lasers and optical switches fuel robust revenue growth.
Lumentum (LITE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lumentum (LITE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Lumentum is developing Co-Packaged Optics with Nvidia, a solid catalyst for future potential upside. LITE is highly leveraged with a debt-to-EBITDA ratio of 11.83, which may deter some investors from investing. The company's 2026 PEG ratio is 0.24, well under 1.0, which leaves room for significant upside.
Lumentum boasts decades of industry experience and know-how, originating from its JDS Uniphase roots and significant expansion since its spin-off. The company has rapidly scaled operations, growing its workforce and investing heavily in capacity to capture surging demand from AI and cloud data centers in 2025. Recent financial results and balance sheet presentations highlight robust growth, underpinned by strong demand and operational execution.