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Stock impact report

Lumentum Holdings Inc (LITE) Q2 2026 Earnings Call Highlights: Record Revenue and Strategic ... [Yahoo! Finance]

Lumentum Holdings Inc. (LITE) 
Last lumentum holdings inc. earnings: 2/4 07:30 am Check Earnings Report
Company Research Source: Yahoo! Finance
Non-GAAP Operating Margin: Increased by over 1,700 basis points year-over-year. Non-GAAP EPS: $1.67, exceeding prior expectations. GAAP Gross Margin: GAAP Operating Margin: GAAP Net Income: $78.2 million. GAAP Net Income Per Share: Non-GAAP Gross Margin: 42.5%, up 310 basis points sequentially and 1,020 basis points year-over-year. Non-GAAP Operating Profit: $167.7 million. Adjusted EBITDA: $198.3 million. Non-GAAP Operating Expenses: $114.9 million, or 17.3% of revenue. Components Revenue: $443.7 million, a 17% sequential increase and 68% year-over-year growth. Systems Revenue: $221.8 million, a 43% sequential increase and 60% year-over-year growth. Cash and Short-term Investments: Increased by $33 million to $1.16 billion. CapEx: $84 million, primarily for manufacturing capacity expansion. Q3 Revenue Guidance: $780 to $830 million, with a midpoint of $805 million. Q3 Non-GAAP Operating Margin Guidance: 30% to 31%. Q3 Non-GAAP EPS Guidance: $2.15 to $ Show less Read more
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