Lumentum Holdings Inc. (LITE)
Lumentum Q1 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
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 Transcript
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) Q1 Earnings and Revenues Surpass Estimates
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 Holdings Jumps 12% After FY26 Q1 Earnings Beat
Lumentum (NASDAQ: LITE) delivered a quarter that rewarded believers in AI-driven optical infrastructure.
Lumentum to Report Q1 Earnings: What's in Store for the Stock?
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) Reports Next Week: Wall Street Expects Earnings 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.
Will Lumentum (LITE) Beat Estimates Again in Its Next Earnings Report?
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 Holdings: A Rising Star In Optical Technology Worth Your Investment
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.
400G Per Lane Optical Links, And Economies Of Scale Make Lumentum Undervalued
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.
Why Lumentum Is A Strong Buy After Fourth Quarter Earnings (Rating Upgrade)
Lumentum Holdings delivered a strong Q4, beating revenue and EPS estimates, driven by robust cloud and AI demand, supporting a long-term investment thesis. Lumentum's moat in Co-Packaged Optics and leadership in 800G transceivers position it for sustained margin expansion and future growth. Guidance points to sequential growth in revenue, operating margin, and EPS, with strategic focus shifting away from 3D sensing toward data center demand.
Lumentum Holdings Inc. (LITE) Q4 2025 Earnings Call Transcript
Lumentum Holdings Inc. (NASDAQ:LITE ) Q4 2025 Earnings Conference Call August 12, 2025 5:00 PM ET Company Participants Kathryn Ta - Vice President of Investor Relations Michael E. Hurlston - President, CEO & Director Wajid Ali - Executive VP & CFO Wupen Yuen - President of Cloud & Networking Conference Call Participants Ananda Prosad Baruah - Loop Capital Markets LLC, Research Division David Vogt - UBS Investment Bank, Research Division Ezra Gabriel Weener - Jefferies LLC, Research Division George Charles Notter - Wolfe Research, LLC Meta A.
Lumentum (LITE) Q4 Earnings and Revenues Top Estimates
Lumentum (LITE) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.06 per share a year ago.
