LITELumentum Holdings Inc
LITE
Lumentum Holdings Inc7,145
Mkt Cap
$30.85BVolume
3.44M52W High
$464.0052W Low
$45.65PE Ratio
290.86LITE Fundamentals
Price
$479.50Prev Close
$435.10Open
$473.4350D MA
$349.67Beta
2.33Avg. Volume
4.54MEPS (Annual)
$0.3721P/B
38.90Rev/Employee
$155,747.02Poll
Earnings Recap
• Reported GAAP EPS of $1.10 up 225.00% YoY • Reported revenue of $665.5M up 65.46% YoY • Lumentum expects Q3 FY2026 net revenue between $780 million and $830 million, with non-GAAP operating margin of 30.0% to 31.0% and non-GAAP diluted EPS of $2.15 to $2.35.
Bullish
Lumentum achieved strong Q2 FY2026 revenue growth and margin expansion, driven by significant OCS backlog and a new CPO order for AI leaders. The company also maintained a robust cash position.
Bearish
Lumentum faces risks from volatile non-GAAP adjustments, global market uncertainties impacting demand and costs, and potential margin pressure from product mix fluctuations or declining average selling prices.