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LITE earnings

Lumentum Holdings — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report August 11, 2026 consensus EPS 2.98

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
May 05, 2026	2.37	2.27	+4.4%
Feb 03, 2026	1.67	1.41	+18.4%
Nov 04, 2025	1.10	1.03	+6.8%
Aug 12, 2025	0.88	0.81	+8.1%

§ Research / every print, covered

Lumentum's Q3 Earnings: Revenue and Profitability Soar, AI-Driven Growth Accelerates

AI Infrastructure Desk · RegardingSemi Engine · May 05, 2026

Lumentum Holdings [Lumentum] reported a strong Q3 FY2026, with revenue and profitability both exceeding expectations. The company's revenue grew 90.1% year-over-year to $808.4 million, driven by strong demand in both components and systems segments. Non-GAAP EPS of $2.37 beat the street estimate by 4.4%, reflecting the company's operational leverage and favorable product mix.

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§ Latest call — key points

Q3 non-GAAP earnings per share $2.37.
Sees Q4 non-GAAP operating margin 35.0 to 36.0 percent.
Sees Q4 non-GAAP earnings per share $2.85 to $3.05.
Sees Q4 revenue $960 million to $1.01 billion.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated

2026 Q2 — May 5, 2026 2026 Q1 — Feb 3, 2026 2025 Q4 — Nov 4, 2025 2025 Q3 — Aug 12, 2025 2025 Q2 — May 6, 2025 2025 Q1 — Feb 6, 2025 2024 Q4 — Nov 7, 2024 2024 Q3 — Aug 15, 2024

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