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Lumentum Holdings (LITE)
NASDAQ:LITE
Earnings Data
Report Date
Feb 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.36Last Year’s EPS
0.42Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call was generally positive, with record-breaking revenue and growth driven by strong demand in AI and cloud infrastructure. While there were challenges such as a decline in industrial laser shipments and supply-demand imbalances, the company's strong execution and growth projections in transceivers and components indicate a robust outlook.Company Guidance
Record Revenue and Growth
Revenue surged more than 58% year-over-year to $533 million, marking the highest revenue achieved in a single quarter in the company's history. Operating margins expanded by over 1,570 basis points year-over-year.
Strong Demand in AI and Cloud Infrastructure
Over 60% of total company revenue now comes from cloud and AI infrastructure. The company expects to surpass $600 million in quarterly revenue ahead of schedule, with guidance calling for a midpoint of $650 million.
Components and Systems Growth
Components revenue increased by 18% sequentially and 64% year-over-year, while systems revenue grew by 47% year-over-year. The company achieved a record in EML laser shipments and initiated CW laser deliveries for 800-gig transceiver manufacturers.
Expansion in Manufacturing Capacity
Progress was made in increasing yields and throughput, with a plan to add approximately 40% more unit capacity over the next few quarters.
Sequential Growth in Cloud Transceivers
The company expects sustained growth in cloud transceivers, projecting a period of sustained revenue growth as new 800 gig and 1.6T products ramp.
LITE Earnings History
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 |
|---|---|---|---|
Nov 04, 2025 | $188.36 | $232.75 | +23.57% |
Aug 12, 2025 | $119.66 | $120.23 | +0.48% |
May 06, 2025 | $64.42 | $66.24 | +2.83% |
Feb 06, 2025 | $92.67 | $85.90 | -7.31% |
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 (LITE) report earnings?
Lumentum Holdings (LITE) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
What is Lumentum Holdings (LITE) earnings time?
Lumentum Holdings (LITE) earnings time is at Feb 05, 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 (Q2) is 1.36.