FN2 Earnings Intelligence

Lumentum Holdings Inc. earnings overview

Latest Lumentum Holdings Inc. (LITE) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportLumentum Holdings Inc. reports Tuesday, Nov 3, 2026 · After market closeConsensus EPS $4.22 · consensus revenue $1.25B
LITE FY2026 Q4 · Calendar Q3 2026

Lumentum Holdings Inc.

The quarter supports a constructive growth case for Lumentum: strong AI-related optical demand, higher-margin mix, and capacity expansion are reinforcing growth. The main test is whether supply and execution support the planned ramps without sustained margin pressure.

EPS surprise+8.8%
Market move+13.6%

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