Lumentum Holdings Inc. (LU2)
Summary
LU2 Chart
Lumentum: Strike While The Iron Is Hot
Lumentum Holdings is a premier optical and photonics leader, benefiting from surging AI and datacenter infrastructure demand. LITE delivered a phenomenal fiscal Q4, with revenue up 110% year-over-year to $1.01 billion and adjusted gross margin expanding to 50.4%. Guidance for fiscal Q1 is exceptionally bullish, with projected revenue of $1.23–$1.27 billion and adjusted EPS of $4.05–$4.35, far above consensus.
Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript
Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript
Lumentum Q4 Earnings Call Highlights
Lumentum NASDAQ: LITE reported fiscal fourth-quarter revenue of $1.01 billion, up 109% from a year earlier and 23% sequentially, as demand tied to AI data-center connectivity lifted sales of optical components and systems. The company said the quarter marked its eighth consecutive period of year-over-year revenue growth and its third consecutive quarter with sequential growth exceeding 20%.
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Lumentum Holdings Inc. Profile
| Communications Equipment Industry | Information Technology Sector | Michael E. Hurlston CEO | XMUN Exchange | US55024U1097 ISIN |
| US Country | 10,562 Employees | - Last Dividend | - Last Split | 4 Aug 2015 IPO Date |
Overview
Lumentum Holdings Inc. is a prominent company based in San Jose, California, engrossed in the manufacture and sale of optical and photonic products. The company's reach spans across significant global regions including the Americas, Asia-Pacific, Europe, the Middle East, and Africa. It functions through two primary segments: Optical Communications (OpComms) and Commercial Lasers (Lasers). Lumentum's offering caters to a wide array of needs in the telecommunications, data communications, consumer and industrial markets, alongside markets and applications in sheet metal processing, general manufacturing, biotechnology, solar cell processing, graphics and imaging, remote sensing, and precision machining. Established in 2015, Lumentum has positioned itself as a key player in its domain through its comprehensive product range and strategic market positioning.
Products and Services
Lumentum Holdings Inc. offers a diverse portfolio of products and services, structured under two main segments:
- Optical Communications (OpComms)
This segment includes a wide array of components, modules, and subsystems designed for the transmission and transport of video, audio, and text data across high-capacity fiber optic cables. The range of products includes, but is not limited to:
- Tunable transponders, transceivers, and transmitter modules
- Tunable lasers, receivers, and modulators
- Reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors
- Components such as 980nm, multi-mode, and Raman pumps
- Switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules
- Super Transport Blade, which integrates optical transport functions into a single-slot blade
- Vertical-cavity surface-emitting lasers, directly modulated and electro-absorption modulated lasers
- Laser illumination sources for 3D sensing systems
These offerings find applications in telecommunications, data communications, and several consumer and industrial markets.
- Commercial Lasers (Lasers)
Under this segment, Lumentum provides an extensive selection of laser solutions including:
- Diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers
- Argon-ion and helium-neon lasers
These lasers are primarily utilized in original equipment manufacturer (OEM) applications across diverse industries such as sheet metal processing, general manufacturing, biotechnology, solar cell processing, graphics and imaging, remote sensing, and precision machining.
