Lumentum Reports $808.4 Million Third-Quarter Revenue, Guides Q4 Sales Up to $1.01 Billion

businesscompany-earnings 2 posts · 2 accounts

Lumentum reported fiscal third-quarter net revenue of $808.4 million, up 90.1% year over year, with non-GAAP diluted earnings per share of $2.37, according to results released May 5.

For fiscal fourth quarter 2026, Lumentum guided to $960 million to $1.01 billion in revenue and non-GAAP diluted EPS of $2.85 to $3.05.

From the sources (2 posts)

@dnystedt

RT @StormDirac: Lumentum $LITE Announces Third Quarter of Fiscal Year 2026 Financial Results May 5, 2026 Net revenue of $808.4 million GAA…

@julientechinvst

RT @jasons_chips: First take on $LITE print. If you think back to when they gave us longer-term guidance during OFC, they said that they w…

Market impact

40 medium

LITE COHR FN NVDA

Why it matters: Lumentum's 90% YoY revenue surge and strong Q4 guide reflect booming AI-datacenter optical/transceiver demand, reading through to optical-component peers (COHR, FN) and validating the AI-buildout thesis (NVDA).

At publish time: Headline shows revenue up 90.1% YoY to $808.4M with Q4 guided up to $1.01B and EPS $2.85-3.05 — a large beat and above-consensus guide is legible from the facts alone.

model confidence: medium

What happened next

1–2 weeks later

played out moved up

LITE gained ~6% over the following week on AI/cloud optical demand, confirming the transceiver-buildout thesis; no corpus follow-up but web match is clear.

based on follow-up coverage

Follow-up coverage

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