Companies /Technology

Lumentum Holdings Inc

NASDAQ: LITE Communication Equipment
$861.20
▼ $53.56 (−5.86%) today
Markets open · 3:07pm ET

Q4 2025 Earnings

Reported Aug 12, 2025, 4:17pm ET · SEC source
$0.88
Miss −12.88%
EPS · est. $1.01
$480.7M
Miss −8.47%
Revenue · est. $525.2M
+37.9%
Beating market
LITE vs S&P since report
4 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−6%−3%0Aug 12Aug 13report 4:17pm ETearnings+0.3%−5.7%
−6%−3%0Aug 12Aug 13earnings+0.3%−5.7%
LITE −5.7%S&P 500 +0.3%
−6%−3%0Aug 12Aug 13report 4:17pm ETearnings+0.1%−5.7%
−6%−3%0Aug 12Aug 13earnings+0.1%−5.7%
LITE −5.7%NASDAQ +0.1%
−8%−4%0Aug 11Aug 20report 4:17pm ETearnings−0.7%−5.7%
−8%−4%0Aug 11Aug 20earnings−0.7%−5.7%
LITE −5.7%S&P 500 −0.7%
−8%−4%0Aug 11Aug 20report 4:17pm ETearnings−2.5%−5.7%
−8%−4%0Aug 11Aug 20earnings−2.5%−5.7%
LITE −5.7%NASDAQ −2.5%
+0.48%
Day of report
−4.67%
Next session
−3.61%
One week
+40.37%
30 days

S&P 500 over the same 30 days: +2.48%.

Did LITE Beat Earnings? Q4 2025 Results

Lumentum closed out fiscal 2025 with a decisive beat on both top and bottom lines, as the optical components maker reported Q4 revenue of $480.70 million against a consensus estimate of $466.54 million — a 3.04% beat — while non-GAAP EPS of $0.88 cleared the $0.81 analyst estimate by 8.64%. The headline numbers tell only part of the story: revenue surged 55.9% year-over-year, a testament to the company's deepening role in AI data center infrastructure, where demand for EML chips, pump lasers, and 800G modules drove the Cloud & Networking segment to $424.10 million in quarterly revenue — up 66.5% from a year ago. <a href="https://247wallst.com/investing/2026/02/03/live-lumentum-announces-q4-earnings-tonight-after-416-rally/">shares jumped in aftermarket trading</a> following the release, reflecting investor confidence in a growth trajectory the company itself expects to accelerate, with Q1 FY2026 guidance of $510 million to $540 million in revenue and management expressing conviction it will clear $600 million in quarterly revenue by June 2026 or sooner.

Key Takeaways
  • Robust demand across cloud products supporting AI data centers
  • Broad-based outperformance across cloud-focused business
  • Particular strength in EML chips, pump lasers, narrow linewidth laser assemblies, and 800G modules
  • Cloud & Networking segment revenue grew 66.5% YoY and 16.1% sequentially
  • Non-GAAP operating margin expanded to 15.0% from negative 5.1% YoY

“In our fiscal fourth quarter, we executed exceptionally well in meeting robust demand across our portfolio of cloud products supporting AI data centers. This solid performance, combined with sustained customer demand, drove our Q4 revenue above the high end of the upwardly revised guidance we provided in early June. The outperformance was broad-based across our cloud-focused business, with particular strength in components, specifically EML chips, pump lasers, and narrow linewidth laser assemblies for data center interconnect, as well as 800G modules.”

Lumentum CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY2026, Lumentum expects net revenue of $510 million to $540 million, non-GAAP operating margin of 16.0% to 17.5%, and non-GAAP diluted EPS of $0.95 to $1.10. The company expressed confidence in surpassing $600 million in quarterly revenue by June 2026 or earlier, driven by continued strong demand for AI data center and long-haul solutions.

LITE YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$200.0M$400.0M$308.3M$480.7MRevenue$51.3M$159.9MGross Profit$-4,336,603$-8,400,000Operating Income$75.0M$213.3MNet Income
$0$200.0M$400.0MRevenueGross ProfitOperating IncomeNet Income

LITE Revenue by Segment

Components
Cloud & Networking$424.1M+66.5%
Systems
Industrial Tech$56.6M+5.6%

Figures from SEC filings and company reports. Not investment advice.