The earnings call reflects a strong performance in the Cloud & Networking segment, driven by high demand for optical components and modules. The company is experiencing robust growth and profitability, with significant opportunities in optical circuit switches and co-packaged optics. However, challenges in the Industrial Tech segment and supply constraints for certain components temper the outlook. Overall, the company's positive momentum in cloud and AI markets suggests a promising future.

Company Guidance

During Lumentum Holdings' fourth quarter fiscal year 2025 earnings call, the company provided guidance indicating strong growth driven by the cloud and AI infrastructure market. They expect cloud revenue to grow over 20% annually, with gross margins surpassing 40% and operating margins targeted above 20%. The company anticipates reaching $600 million in quarterly revenue by June 2026 or earlier. The fourth quarter saw a 16% sequential and 67% year-over-year increase in revenue from the Cloud & Networking segment, driven by demand from hyperscale cloud customers. They achieved an all-time high in EML shipments, nearly doubling revenue compared to the previous year. The guidance for the first quarter of fiscal 2026 projects revenue between $510 million and $540 million, setting a new quarterly revenue record, with expectations for continued sequential growth in Cloud & Networking. The strategic focus remains on high-value products and disciplined cost management to drive revenue growth and profitability.

Cloud & Networking Segment Growth

Fourth quarter revenue from the Cloud & Networking segment increased 16% sequentially and 67% year-over-year, driven by hyperscale cloud customers. The company expects to surpass $600 million in quarterly revenue by June 2026 or earlier.

Record EML Shipments

Achieved an all-time high in EML shipments, nearly doubling revenue compared to June quarter 2024 baseline. Significant order for 200-gig lane speed EML chips received for the December quarter.

Strong Financial Performance

Fourth quarter revenue of $480.7 million and non-GAAP EPS of $0.88 were both above revised guidance. Non-GAAP gross margin was 37.8%, up 260 basis points sequentially and 1,000 basis points year-on-year.

Expansion of Optical Circuit Switches

First revenue recognized from optical circuit switches with shipments to 2 hyperscale customers. A third hyperscale customer committed to deploy OCS product in calendar 2026.

Commitment to Co-packaged Optics

Received the largest single purchase commitment in company history for ultra high-power lasers, with investments in U.S.-based indium phosphide wafer fab to support it.

Positive Outlook for Fiscal 2026

Guidance for the first quarter of fiscal 2026 projects record revenue between $510 million to $540 million and operating margin between 16% to 17.5%.

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
Nov 05, 2025	2026 (Q1)	1.02 / -	0.18	―	―	―
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)
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)

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
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%
Nov 07, 2024	$73.64	$83.85	+13.86%

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 Nov 05, 2025, Before Open (Confirmed).

What is Lumentum Holdings (LITE) earnings time?

Lumentum Holdings (LITE) earnings time is at Nov 05, 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 2026 (Q1) is 1.03.

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