Lumentum expects Q3 2026 revenue to surpass $805M as AI demand accelerates [Seeking Alpha]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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US:NASDAQ Investor Relations:
investor.lumentum.com/investors/default.aspx
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Source: Seeking Alpha
Michael E. Hurlston, President and CEO, described the quarter as a “standout” with “over 65% year-over-year revenue growth and non-GAAP operating margin increasing by greater than 1,700 basis points.” He announced a company record for quarterly revenue Quick Insights Lumentum's key growth drivers are cloud transceivers, optical circuit switches (OCS), co-packaged optics (CPO), and upcoming optical scale-up products targeting intra-data center connections. Lumentum is expanding its manufacturing and contracting capacity, securing customer agreements (LTAs), and pivoting towards more contract manufacturing to meet high demand and reduce supply constraints. Core risks include acute supply-demand imbalances, factory and manufacturing constraints, customer concentration in certain products, and cyclical industrial market softness. Recommended For You More Trending News
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News
- Lumentum's Record Quarter Highlights Evolving Role In AI Infrastructure [Yahoo! Finance]Yahoo! Finance
- Lumentum (NASDAQ:LITE) had its price target raised by analysts at Citigroup Inc. from $450.00 to $560.00. They now have a "buy" rating on the stock.MarketBeat
- Lumentum (NASDAQ:LITE) was given a new $475.00 price target on by analysts at Barclays PLC.MarketBeat
- Lumentum (NASDAQ:LITE) had its "neutral" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Lumentum lights up as analysts highlight new growth drivers [Seeking Alpha]Seeking Alpha
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 2/5/26 - Form SCHEDULE
- 2/4/26 - Form 10-Q
- 2/3/26 - Form 8-K
- LITE's page on the SEC website