Lumentum Holdings Inc ( (LITE) ) has released its Q4 earnings. Here is a breakdown of the information Lumentum Holdings Inc presented to its investors.
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Lumentum Holdings Inc., headquartered in San Jose, California, is a leading designer and manufacturer of optical and photonic products that facilitate optical networking and laser applications globally. The company plays a crucial role in telecom, enterprise, and data center networks, while also enabling advanced manufacturing techniques and next-generation imaging and sensing capabilities.
In its latest earnings report for the fourth quarter and full fiscal year 2025, Lumentum Holdings Inc. showcased a strong financial performance, particularly in its cloud and networking segment. The company reported a net revenue of $480.7 million for the fourth quarter, marking a significant increase from the previous year’s $308.3 million. For the full fiscal year 2025, Lumentum’s net revenue reached $1.65 billion, up from $1.36 billion in fiscal year 2024.
Key financial metrics highlight the company’s robust performance, with a GAAP gross margin of 33.3% and a non-GAAP gross margin of 37.8% for the fourth quarter. The non-GAAP operating margin stood at 15.0%, reflecting a strong operational efficiency. The cloud and networking segment was a major contributor to this growth, with a year-over-year revenue increase of 66.5% in the fourth quarter, driven by high demand for AI data center solutions and components like EML chips and pump lasers.
Despite reporting a GAAP operating loss of 10.9% for the fiscal year, Lumentum achieved a non-GAAP net income of $146.4 million, or $2.06 per diluted share, indicating a positive trajectory in its financial health. The company also improved its cash position, ending the fiscal year with $877.1 million in total cash, cash equivalents, and short-term investments.
Looking ahead, Lumentum’s management remains optimistic about the future, expecting continued strong demand for its AI data center and long-haul solutions. The company anticipates surpassing $600 million in quarterly revenue by June 2026, reflecting confidence in its strategic direction and market opportunities.