The earnings call reflects strong performance in the Cloud & Networking segment, with record EML chipset shipments and improved margins. However, there are challenges with tariff-related costs, a decline in the Industrial Tech segment, and supply constraints in telecom. The positive achievements in cloud and networking outweigh the lowlights.

Company Guidance -

Q4 2025

During Lumentum Holdings' third-quarter fiscal year 2025 earnings call, the company provided guidance reflecting their continued strong performance and growth expectations. They reported exceeding the high-end guidance for both revenue, which reached $425.2 million, and non-GAAP EPS, which was $0.57. The company highlighted robust demand in their Cloud & Networking segment, which saw an 8% sequential growth and a 16% year-over-year increase. They anticipate fourth-quarter revenue to range between $440 million and $470 million, with expectations of a 50% sequential growth in cloud transceiver revenue. Their non-GAAP gross margin improved to 35.2%, showing a 290 basis points sequential increase. Looking ahead, Lumentum expects to achieve quarterly revenue exceeding $500 million by the end of the calendar year, driven by strong cloud and AI demand despite potential macroeconomic uncertainties and tariff impacts.

Exceeded Guidance for Revenue and EPS

In Q3, Lumentum exceeded the high end of guidance for both revenue and EPS, driven by strong demand from cloud customers and a recovering networking market.

Cloud & Networking Segment Growth

Revenue in the Cloud & Networking segment grew 8% sequentially and 16% year-over-year, fueled by robust demand from hyperscale cloud customers.

Record EML Chipset Shipments

Set another record for EML chipset shipments this quarter and remain on track to more than double this business by the end of 2025.

Non-GAAP Gross Margin Improvement

Non-GAAP gross margin was 35.2%, up 290 basis points sequentially and up 650 basis points year-on-year.

Non-GAAP Operating Margin Increase

Non-GAAP operating margin was 10.8%, up 290 basis points sequentially and up 1100 basis points year-on-year.

Transceiver Market Expansion

Accelerating optical transceiver production at the Thailand campus, with expectations for cloud transceiver revenue to grow over 50% sequentially in Q4.

Strong Demand for Datacom Products

Continued strong demand and supply constraints for EMLs, with plans to ramp CW laser production to meet additional market demand.

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 12, 2025	2025 (Q4)	0.81 / -	0.06	―	―	―
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)
Feb 08, 2024	2024 (Q2)	0.30 / 0.32	1.52	-78.95% (-1.20)
Nov 08, 2023	2024 (Q1)	0.27 / 0.35	1.69	-79.29% (-1.34)
Aug 17, 2023	2023 (Q4)	0.56 / 0.59	1.47	-59.86% (-0.88)
May 09, 2023	2023 (Q3)	0.78 / 0.75	1.19	-36.97% (-0.44)

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 06, 2025	$64.42	$66.24	+2.83%
Feb 06, 2025	$92.67	$85.90	-7.31%
Nov 07, 2024	$73.64	$83.85	+13.86%
Aug 14, 2024	$45.53	$52.26	+14.78%

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 Lumentum Holdings Inc (LITE) report earnings?

Lumentum Holdings Inc (LITE) is schdueled to report earning on Aug 12, 2025, Before Open (Confirmed).

What is Lumentum Holdings Inc (LITE) earnings time?

Lumentum Holdings Inc (LITE) earnings time is at Aug 12, 2025, 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 2025 (Q4) is 0.81.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing