LITE
Lumentum Holdings·NASDAQ
--
--(--)
--
--(--)
LITE fundamentals
Lumentum Holdings (LITE) released its earnings on Feb 3, 2026: revenue was 665.50M (YoY +65.46%), beat estimates; EPS was 1.67 (YoY +297.62%), beat estimates.
Revenue / YoY
665.50M
+65.46%
EPS / YoY
1.67
+297.62%
Report date
Feb 3, 2026
LITE Earnings Call Summary for Q2,2026
- Record Growth: Q2 revenue $665.5M (+65% YoY), Q3 guidance $805M midpoint (+85% YoY). Non-GAAP EPS $1.67 vs. prior expectations.
- OCS Momentum: $400M+ backlog, shipments ramping H2 2026. CPO orders for UHP lasers, with ELS modules targeting 2.5x ASP gain.
- AI Leadership: Optical scale-up first shipments late 2027, leveraging UHP lasers and ELS modules. 1.6T transceivers in lead pack of suppliers.
- Capacity Expansion: 40%+ indium phosphide capacity by H2 2026, with CM partnerships to accelerate ramp.
- Financial Strength: Gross margin 42.5%, operating margin 25.2%. Cash $1.16B, CapEx $84M for cloud/AI growth.
EPS
Revenue
Revenue & Expenses
LITE has released its 2026 Q2 earnings report, with revenue of 665.50M, reflecting a YoY change of 65.46%, and net profit of 78.20M, showing a YoY change of 228.41%. The Sankey diagram below clearly presents LITE's revenue sources and cost distribution.
Key Indicators
Lumentum Holdings (LITE) key financial stats and ratios, covering profitability, financial health, and leverage.
Lumentum Holdings (LITE)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
Lumentum Holdings (LITE)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown
Lumentum Holdings (LITE)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown
Where does Lumentum Holdings (LITE) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Track Lumentum Holdings (LITE) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
Did Lumentum Holdings beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Lumentum Holdings year over year?What were the key takeaways from Lumentum Holdings’s earnings call?What is the market's earnings forecast for Lumentum Holdings next quarter?What guidance did Lumentum Holdings's management provide for the next earnings period?What does Lumentum Holdings do and what are its main business segments?What is Lumentum Holdings's gross profit margin?What is Lumentum Holdings's latest dividend and current dividend yield?
