LITE Q4 FY2026 earnings: EPS beat by 8.8%, revenue beat by 1.9%
Lumentum Holdings reported Q4 FY2026. EPS came in at $3.23 against a $2.97 consensus, beat by 8.8%. Revenue was $1.0B versus $987.7M expected, beat by 1.9%. Gross margin was 47.4%, up 320 bps from last quarter.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $3.23 | $2.97 | beat by 8.8% |
| Revenue | $1.0B | $987.7M | beat by 1.9% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $1.0B | +24.5% | +109.3% |
| Gross profit | $477.3M | +33.7% | +198.5% |
| Operating income | $279.3M | +59.1% | +8828.1% |
| Net income | $-7.2B | -5066.5% | -3457.6% |
| Diluted EPS | -$84.65 | -5743.3% | -2959.8% |
| Gross margin: 47.4%. |
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The trend
Revenue is up 109.3% from the same quarter last year. Gross margin sits at 47.4%, a new high for the period charted.
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How it stacks up
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