How did LITE's Q3 2025 EPS forecast compare to past trends?

**Lumentum's Q3 2025 EPS Forecast reflects an improvement over past trends.** Here's a detailed analysis:

1. **Consensus Improvement**: The EPS forecast for Q3 2025 is $0.470 to $0.530, compared to the consensus estimate of $0.410. This indicates a positive shift in analyst expectations, suggesting that the company's performance is likely to exceed market expectations.
2. **Historical Performance Context**: Considering the historical performance, Lumentum has shown variability in its EPS results. For instance, in Q2 2025, the company's EPS was $0.42, which exceeded the high end of its guidance range. This sets a recent precedent of outperformance.
3. **Trend Analysis**: The 3-year EPS CAGR is not currently available. However, the fact that the company has consistently beaten EPS estimates in recent quarters (as seen in Q2 2025) suggests a strong trend of improving profitability.

4. **Market Reaction and Future Outlook**: The market has reacted positively to Lumentum's earnings reports and guidance, as evidenced by the company's stock performance and the inclusion of Lumentum in investment portfolios. This optimism is supported by the company's strategic positioning in the optical and photonic products market, which is expected to benefit from growing demand in cloud and networking industries.

In conclusion, Lumentum's Q3 2025 EPS forecast represents a significant upside from historical performance and current market trends, likely driven by the company's operational efficiency and favorable market conditions.