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Lumentum Holdings (LITE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 18, 2026

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

2.96

Last Year’s EPS

0.88

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 19 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:May 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call reported very strong top-line growth, substantial margin expansion, robust product shipment momentum (notably lasers and EMLs), strategic manufacturing expansion, and a strengthened balance sheet driven by a large strategic investment. Offsetting these positives are material and multi-product supply constraints (EMLs, pump lasers, narrow-linewidth lasers, OCS components) that are capping near-term shipments and forcing allocation decisions, plus the fact that new Greensboro capacity is not available until 2028. On balance, management conveyed execution confidence, meaningful near-term guidance upside, and active mitigation plans (CapEx, LTAs, contract manufacturing), while acknowledging elevated supply risks that require resolution.

Company Guidance

Guidance for Q4 (FY26) was provided on a non‑GAAP basis: Lumentum expects revenue of $960 million to $1.01 billion (midpoint $985 million, a new quarterly record), with the company noting that >50% of the sequential growth is expected to come from components and the remainder from systems (primarily high‑speed transceivers and additional OCS), and they expect to ramp 1.6T transceivers in the quarter; projected non‑GAAP operating margin is 35%–36%, non‑GAAP diluted net income per share is $2.85–$3.05 (based on an annual non‑GAAP effective tax rate of 16.5% and approximately 102 million diluted shares), and the guide assumes modest initial insourcing (~20% of modules using Lumentum CW lasers) while management reiterates the longer‑term $2 billion quarterly target.

Record Quarterly Revenue

Revenue reached a record $808.4M, up 90% year-over-year, above the midpoint of guidance and driven primarily by transceivers and laser chips.

Substantial Margin Expansion

Non-GAAP operating margin expanded to 32.2%, up ~2,140 basis points year-over-year and up ~700 basis points sequentially; non-GAAP gross margin was 47.9%, up 1,270 basis points year-over-year and 540 basis points sequentially.

Components and Systems Growth

Components revenue was $533.3M (+77% YoY, +20% sequential); Systems revenue was $275.1M (+121% YoY, +24% sequential).

Strong Laser and Chip Shipment Momentum

Narrow-linewidth laser assembly shipments grew >120% YoY for the ninth consecutive quarter; pump laser shipments grew 80% YoY; laser chip shipments were 2x the prior-year quarter; 200G EML revenue more than doubled sequentially.

Cloud Transceiver Momentum and 1.6T Ramp

Cloud transceivers rose >40% sequentially; company is poised to ramp 1.6T-speed transceiver shipments in fiscal Q4 with a portion using Lumentum's internal CW lasers (management indicated ~20% of modules in the near-term guide could contain internal CW lasers).

Balance Sheet Strength and Strategic Investment

Cash and short-term investments increased by $2.02B to $3.17B (primarily due to NVIDIA's direct investment); Q3 CapEx was $125M supporting manufacturing capacity for cloud and AI customers.

Strategic Manufacturing Expansion

Announced acquisition and grand opening of a fifth indium phosphide fab in Greensboro, NC (conversion from GaAs underway) to provide multi-year capacity growth; expected to support large future CPO opportunities.

Confident Near-Term Guidance

Q4 fiscal guidance of $960M–$1.01B (midpoint $985M) would be another quarterly record; projected non-GAAP operating margin 35%–36% and non-GAAP EPS $2.85–$3.05.

Lumentum Holdings (LITE) 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 >

LITE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 18, 2026	2026 (Q4)	2.96 / -	0.88	―	―	―
May 05, 2026	2026 (Q3)	2.27 / 2.37	0.57	315.79% (+1.80)
Feb 03, 2026	2026 (Q2)	1.41 / 1.67	0.42	297.62% (+1.25)
Nov 04, 2025	2026 (Q1)	1.03 / 1.10	0.18	511.11% (+0.92)
Aug 12, 2025	2025 (Q4)	0.81 / 0.88	0.06	1366.67% (+0.82)
May 06, 2025	2025 (Q3)	0.50 / 0.57	0.29	96.55% (+0.28)
Feb 06, 2025	2025 (Q2)	0.36 / 0.42	0.32	31.25% (+0.10)
Nov 07, 2024	2025 (Q1)	0.12 / 0.18	0.35	-48.57% (-0.17)
Aug 14, 2024	2024 (Q4)	0.03 / 0.06	0.59	-89.83% (-0.53)
May 06, 2024	2024 (Q3)	0.26 / 0.29	0.75	-61.33% (-0.46)

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

LITE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 05, 2026	$994.56	$944.28	-5.06%
Feb 03, 2026	$435.10	$465.54	+7.00%
Nov 04, 2025	$188.36	$232.75	+23.57%
Aug 12, 2025	$119.66	$120.23	+0.48%

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 Lumentum Holdings Inc (LITE) report earnings?

Lumentum Holdings Inc (LITE) is schdueled to report earning on Aug 18, 2026, Before Open (Confirmed).

What is Lumentum Holdings Inc (LITE) earnings time?

Lumentum Holdings Inc (LITE) earnings time is at Aug 18, 2026, Before Open (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 LITE EPS forecast?

LITE EPS forecast for the fiscal quarter 2026 (Q4) is 2.96.