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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Lumentum Holdings Inc. (LITE) is 9/10.
Revenue surged 90% year-over-year to a record $808 million, with components up 77% to $533 million and systems up 121% to $275 million as cloud transceivers grew over 40% sequentially. Non-GAAP operating margin reached 32.2%, up 2,140 basis points year-over-year on better factory utilization, a richer data center laser chip mix and pricing on constrained products, and GAAP net income per share was $1.50. Supply remained the binding constraint, with the EML supply-demand imbalance above 30% and pump lasers tighter still, so shipments stayed well below customer demand. Management guided fiscal Q4 revenue to $960 million to $1.01 billion, another record, and reaffirmed the $2 billion quarterly revenue goal articulated at its OFC event.
Scored from Lumentum Holdings Inc.’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $337M | +6.1% | $-1.21 | -18.6% | 23.1% | -24.5% | -24.5% | $-35M |
| FY2025 Q2 | $402M | +30.5% | $-0.88 | +76.3% | 24.8% | -12.7% | -15.1% | $-16M |
| FY2025 Q3 | $425M | +26.2% | $-0.64 | +47.1% | 28.8% | -15.4% | -10.4% | $-64M |
| FY2025 Q4 | $481M | +55.9% | $2.96 | +179.6% | 33.3% | -0.7% | 44.4% | $10M |
| FY2026 Q1 | $534M | +58.4% | $0.05 | +104.1% | 34.0% | 2.8% | 0.8% | $-18M |
| FY2026 Q2 | $666M | +65.5% | $0.89 | +201.1% | 36.1% | 9.6% | 11.8% | $203M |
| FY2026 Q3 | $808M | +90.1% | $1.50 | +334.4% | 44.2% | 21.7% | 17.8% | $79M |
| FY2026 Q4 | $1.01B | +109.3% | $-95.40 | -3323.0% | 47.4% | 26.9% | -711.7% | — |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $1.77B | +3.2% | $-1.92 | -171.8% | 30.2% | -6.5% | -7.4% | $51M |
| FY2024 | $1.27B | -28.1% | $-9.67 | -404.7% | 20.2% | -33.8% | -51.6% | $-108M |
| FY2025 | $1.65B | +29.4% | $0.23 | +102.4% | 28.0% | -12.3% | 1.6% |
| $-105M |
| FY2026 | $3.01B | +83.2% | $-92.96 | -40517.4% | 41.7% | 17.4% | -230.1% | — |