While Luminar experienced revenue growth and strategic expansion into non-automotive markets, significant challenges persist, including capital structure issues, uncertainty with major partners like Volvo, and workforce reductions. These challenges suggest a cautious outlook despite some positive developments.

Company Guidance

During the Luminar Third Quarter 2025 earnings call, it was disclosed that the company's financial guidance for 2025 remains suspended due to ongoing negotiations with secured noteholders and strategic evaluations, including potential sales of the company or certain assets. The company reported a revenue of $18.7 million for the quarter, marking a 20% sequential and 21% year-over-year increase, driven primarily by the shipment of 5,400 Iris sensors, higher non-recurring engineering revenue, and increased LSI revenue. Despite these gains, Luminar posted a GAAP gross loss of $8.1 million and a non-GAAP gross loss of $7.3 million. The OpEx was reported at $66.6 million on a GAAP basis and $43 million on a non-GAAP basis, showing a decrease in expenses compared to previous periods. The company ended the quarter with $74 million in cash and marketable securities, while free cash flow was negative $48.5 million. Strategic shifts include a focus on non-automotive markets, particularly in aerospace and defense, and a significant workforce reduction by year-end to stabilize operations.

Revenue Growth

Revenue for the quarter was $18.7 million, up about 20% sequentially and 21% year-over-year.

Increased Iris Sensor Shipments

The company shipped roughly 5,400 Iris sensors in Q3 compared to 4,800 in Q2, with most shipments going to Volvo.

LSI Revenue Growth

Continued growth in defense and aerospace spending contributed to increased LSI revenue, with LSI generating roughly $18 million in revenue year-to-date.

New CFO Appointment

Tom Beaudoin, with over four decades of financial and operational leadership, has been appointed as the new CFO.

Strategic Shift to Non-Automotive Markets

Luminar is advancing its strategic shift to non-automotive markets, with growing opportunities in aerospace and defense.

Luminar Technologies (LAZR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LAZR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	-0.68 / -	-1.42	―	―	―
Nov 13, 2025	2025 (Q3)	-1.05 / -0.94	-2.4	60.83% (+1.46)
Aug 12, 2025	2025 (Q2)	-1.18 / -1.49	-2.7	44.81% (+1.21)
May 14, 2025	2025 (Q1)	-1.71 / -1.50	-2.85	47.37% (+1.35)
Mar 20, 2025	2024 (Q4)	-2.16 / -1.42	-3	52.67% (+1.58)
Nov 11, 2024	2024 (Q3)	-2.28 / -2.40	-3.15	23.81% (+0.75)
Aug 06, 2024	2024 (Q2)	-2.60 / -2.70	-3.15	14.29% (+0.45)
May 07, 2024	2024 (Q1)	-2.84 / -2.85	-3.6	20.83% (+0.75)	―
Feb 27, 2024	2023 (Q4)	-2.82 / -3.00	-3.9	23.08% (+0.90)	―
Nov 08, 2023	2023 (Q3)	-2.92 / -3.15	-2.7	-16.67% (-0.45)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LAZR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$3.01	$2.54	-15.61%
May 14, 2025	$4.76	$3.96	-16.81%
Mar 20, 2025	$6.28	$8.35	+32.96%
Nov 11, 2024	$15.30	$16.95	+10.78%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Luminar Technologies (LAZR) report earnings?

Luminar Technologies (LAZR) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).

What is Luminar Technologies (LAZR) earnings time?

Luminar Technologies (LAZR) earnings time is at Mar 03, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LAZR EPS forecast?

LAZR EPS forecast for the fiscal quarter 2025 (Q4) is -0.68.

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