Lumentum Holdings Inc. · LITE · Next earnings

Lumentum Holdings Inc. reports Thursday, Nov 5, 2026

LITE reports after market close with consensus EPS at $4.22 and revenue at $1.25B. Last quarter: Lumentum raises outlook as AI optics demand accelerates

Reports After market close0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.22 Calendar consensus
Consensus revenue $1.25B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 0 days away

Where LITE left off: FY2026 Q4

Full report

Lumentum raises outlook as AI optics demand accelerates

EPS surprise +8.8% Reported $3.23 vs $2.97
Revenue surprise +1.9% Reported $1.01B vs $987.7M
Stock move +13.6% Event window
Subsequent drift +0.3% Up to 20 sessions

Raised; management analysis points to a $1.25 billion Q1 revenue target ahead of schedule and operating margins near 40%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Repricing backlog could pressure future gross margins.
  • High-power laser and EML/CW supply constraints may limit growth.
  • Capacity expansion and dependence on large hyperscale customers create execution risk.

Questions analysts left open

  • Impact of repricing backlog on future gross margins.
  • Timing and scale of the OCS triple-digit revenue quarter.
  • Execution of the Greensboro fab conversion and capacity ramp.

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Recent LITE quarters

All LITE earnings
+13.6%FY2026 Q4-5.1%FY2026 Q3+7.0%FY2026 Q2+23.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.