Lumentum (LITE) official guidance
Lumentum (LITE) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteLITELumentum Holdings Inc.Q1 FY2027 · ends 2026-09-26
1 metric1 newearnings call · 2026-08-12 04:01:15 UTC
2026-08-12 04:01:15 UTC102Mnew
These projections assume shares used for non-GAAP diluted earnings of approximately 102 million.
LITE · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
LITELumentum Holdings Inc.FY2027 · ends 2027-06-26
1 metric1 newearnings call · 2026-08-12 04:01:15 UTC
2026-08-12 04:01:15 UTC16.5%new
Our non-GAAP EPS guidance is based on a non-GAAP and annual effective tax rate of 16.5%.
LITE · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
LITELumentum Holdings Inc.Q1 FY2027 · ends 2026-09-26
4 metrics1 new3 maintainedearnings call · 2026-08-12 04:01:15 UTC
2026-08-12 04:01:15 UTC$4.05 – $4.35maintained
We project first quarter non-GAAP operating margin to be in the range of 39.5%-40.5% and diluted net income per share to be in the range of $4.05-$4.35.
LITE · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:24:39 UTC$4.05 – $4.35new
•Non-GAAP diluted net income per share of $4.05 to $4.35
LITE · EX-99.1 · Q4 FY2026
2026-08-11 20:24:11 UTCOpen source
2026-08-12 04:01:15 UTC39.5% – 40.5%maintained
We project first quarter non-GAAP operating margin to be in the range of 39.5%-40.5% and diluted net income per share to be in the range of $4.05-$4.35.
LITE · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:24:39 UTC39.5% – 40.5%new
•Non-GAAP operating margin of 39.5% - 40.5%
LITE · EX-99.1 · Q4 FY2026
2026-08-11 20:24:11 UTCOpen source
2026-08-12 04:01:15 UTCtriple-digit OCS revenuenew
So in the guide, which is the first quarter, we would expect our first triple-digit OCS revenue quarter.
LITE · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-12 04:01:15 UTC$1.2B – $1.3Bmaintained129.5% – 138.9% vs Q1 FY2026
We anticipate net revenue for the first quarter of fiscal year 2027 to be in the range of $1.225 billion-$1.275 billion.
LITE · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:24:39 UTC$1.2B – $1.3Bnew129.5% – 138.9% vs Q1 FY2026
•Net revenue in the range of $1.225 billion to $1.275 billion
LITE · EX-99.1 · Q4 FY2026
2026-08-11 20:24:11 UTCOpen source
LITELumentum Holdings Inc.Q2 FY2027 · ends 2026-12-26
1 metricearnings call · 2026-08-12 04:01:15 UTC
2026-08-12 04:01:15 UTCat least 50%50% vs Q2 FY2026
Even as we allocate additional capacity to CW lasers, we remain on track to deliver over 50% EML unit growth by the December 2026 quarter compared to the year-ago quarter.
LITE · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-05-06 04:01:17 UTCat least 50%new50% vs Q2 FY2026
We are on track to achieve more than 50% growth in EML units by the December quarter of 2026 as compared to the December quarter of 2025.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
LITELumentum Holdings Inc.Q4 FY2026 · ends 2026-06-27
1 metric1 newearnings call · 2026-05-06 04:01:17 UTC
2026-05-06 04:01:17 UTC102Mnew
These projections also assume shares used for non-GAAP diluted earnings of approximately 102 million shares.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
LITELumentum Holdings Inc.FY2026 · ends 2026-06-27
1 metric1 maintainedearnings call · 2026-05-06 04:01:17 UTC
2026-05-06 04:01:17 UTC16.5%maintained
Our non-GAAP EPS guidance is based on a non-GAAP annual effective tax rate of 16.5%.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-02-04 05:00:51 UTC16.5%maintained
Our non-GAAP EPS guidance is based on a non-GAAP annual effective tax rate of 16.5%.
LITE · transcript · Q2 FY2026
2026-02-04 05:00:00 UTCOpen source
2025-11-05 05:01:05 UTC16.5%maintained
Our non-GAAP EPS guidance is based on a non-GAAP annual effective tax rate of 16.5%.
LITE · transcript · Q1 FY2026
2025-11-05 05:00:00 UTCOpen source
2025-11-04 21:16:46 UTC16.5%new
Our non-GAAP tax provision for fiscal year 2026 is 16.5%.
LITE · EX-99.1 · Q1 FY2026
2025-11-04 21:16:09 UTCOpen source
LITELumentum Holdings Inc.Q4 FY2026 · ends 2026-06-27
1 metric1 maintainedearnings call · 2026-05-06 04:01:17 UTC
2026-05-06 04:01:17 UTC$2.85 – $3.05maintained
We project fourth quarter non-GAAP operating margin to be in the range of 35%-36%, and diluted net income per share to be in the range of $2.85-$3.05.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:12:04 UTC$2.85 – $3.05new
•Non-GAAP diluted earnings per share of $2.85 to $3.05
LITE · EX-99.1 · Q3 FY2026
2026-05-05 20:11:28 UTCOpen source
LITELumentum Holdings Inc.FY2028+ · ends 2028-06-24
1 metric1 newearnings call · 2026-05-06 04:01:17 UTC
2026-05-06 04:01:17 UTCat least $5Bnew
I think it's gonna be, you know, somewhere greater than $5 billion of incremental revenue that we can add if we execute properly.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
LITELumentum Holdings Inc.Q4 FY2026 · ends 2026-06-27
3 metrics1 new2 maintainedearnings call · 2026-05-06 04:01:17 UTC
2026-05-06 04:01:17 UTC35% – 36%maintained
We project fourth quarter non-GAAP operating margin to be in the range of 35%-36%, and diluted net income per share to be in the range of $2.85-$3.05.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:12:04 UTC35% – 36%new
•Non-GAAP operating margin of 35.0% to 36.0%
LITE · EX-99.1 · Q3 FY2026
2026-05-05 20:11:28 UTCOpen source
2026-05-06 04:01:17 UTC20%new
I think in our mix, you know, roughly as we think about it in the guide, it would be about 20% of our modules would have our own CW lasers.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-06 04:01:17 UTC$960M – $1Bmaintained99.7% – 110.1% vs Q4 FY2025
We anticipate net revenue for the fourth quarter of fiscal year 2026 to be in the range of $960 million-$1.01 billion.
LITE · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:12:04 UTC$960M – $1Bnew99.7% – 110.1% vs Q4 FY2025
•Net revenue in the range of $960 million to $1.01 billion
LITE · EX-99.1 · Q3 FY2026
2026-05-05 20:11:28 UTCOpen source
LITELumentum Holdings Inc.Q3 FY2026 · ends 2026-03-28
4 metrics1 new3 maintainedearnings call · 2026-02-04 05:00:51 UTC
2026-02-04 05:00:51 UTC92Mnew
These projections also assume shares used for non-GAAP diluted earnings of approximately 92 million shares.
LITE · transcript · Q2 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-04 05:00:51 UTC$2.15 – $2.35maintained
We project third quarter non-GAAP operating margin to be in the range of 30%-31%, and diluted net income per share to be in the range of $2.15-$2.35.
LITE · transcript · Q2 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:12:43 UTC$2.15 – $2.35new
•Non-GAAP diluted earnings per share of $2.15 to $2.35
LITE · EX-99.1 · Q2 FY2026
2026-02-03 21:12:14 UTCOpen source
2026-02-04 05:00:51 UTC30% – 31%maintained
We project third quarter non-GAAP operating margin to be in the range of 30%-31%, and diluted net income per share to be in the range of $2.15-$2.35.
LITE · transcript · Q2 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:12:43 UTC30% – 31%new
•Non-GAAP operating margin of 30.0% to 31.0%
LITE · EX-99.1 · Q2 FY2026
2026-02-03 21:12:14 UTCOpen source
2026-02-04 05:00:51 UTC$780M – $830Mmaintained83.4% – 95.2% vs Q3 FY2025
We anticipate net revenue for the third quarter of fiscal year 2026 to be in the range of $780 million-$830 million.
LITE · transcript · Q2 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:12:43 UTC$780M – $830Mnew83.4% – 95.2% vs Q3 FY2025
•Net revenue in the range of $780 million to $830 million
LITE · EX-99.1 · Q2 FY2026
2026-02-03 21:12:14 UTCOpen source
LITELumentum Holdings Inc.Q2 FY2026 · ends 2025-12-27
2 metrics1 new1 maintainedearnings call · 2025-11-05 05:01:05 UTC
2025-11-05 05:01:05 UTC83.5Mnew21.2% vs Q2 FY2025
These projections also assume an approximate share count of 83.5 million shares.
LITE · transcript · Q1 FY2026
2025-11-05 05:00:00 UTCOpen source
2025-11-05 05:01:05 UTC$1.3 – $1.5maintained
Diluted net income per share to be in the range of $1.30-$1.50.
LITE · transcript · Q1 FY2026
2025-11-05 05:00:00 UTCOpen source
2025-11-04 21:16:46 UTC$1.3 – $1.5new
•Non-GAAP diluted earnings per share of $1.30 to $1.50
LITE · EX-99.1 · Q1 FY2026
2025-11-04 21:16:09 UTCOpen source