LITE
Lumentum Holdings·NASDAQ
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LITE fundamentals
Lumentum Holdings (LITE) released its earnings on Nov 4, 2025: revenue was 533.80M (YoY +58.44%), beat estimates; EPS was 1.1 (YoY +511.11%), beat estimates.
Revenue / YoY
533.80M
+58.44%
EPS / YoY
1.1
+511.11%
Report date
Nov 4, 2025
LITE Earnings Call Summary for Q1,2026
- Record Revenue Growth: Q1 revenue of $533 million (+58% YoY), with Q2 guidance of $630-$670 million, surpassing $600 million target 2 quarters early.
- Cloud & AI Dominance: 60% of revenue from cloud/AI infrastructure, with components (laser chips, line subsystems) up 64% YoY and systems (transceivers) up 47% YoY.
- Key Growth Drivers: 1.6T transceivers ramping mid-2026, optical circuit switches targeting $100 million/Q4 2026, and CPO adoption accelerating with ultra-high power lasers.
- Margin Expansion: Non-GAAP gross margin 39.4%, operating margin 18.7%, with 1.6T transceivers expected to deliver superior margins compared to 800G.
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Revenue & Expenses
LITE has released its 2026 Q1 earnings report, with revenue of 533.80M, reflecting a YoY change of 58.44%, and net profit of 4.20M, showing a YoY change of 105.10%. 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.
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Lumentum Holdings (LITE)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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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.
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Where does Lumentum Holdings (LITE) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Lumentum Holdings (LITE) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
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 factors drove the changes in Lumentum Holdings's revenue and profit?What is the market's earnings forecast for Lumentum Holdings next quarter?What is Lumentum Holdings's gross profit margin?Did Lumentum Holdings beat or miss consensus estimates last quarter?What were the key takeaways from Lumentum Holdings's earnings call?What is Lumentum Holdings's latest dividend and current dividend yield?
