Disclaimer: This newsletter's content aims to provide readers with the latest technology trends and changes in the industry, and should not be construed as business or financial advice. You should always do your own research before making any investment decisions. Please see the About page for more details. 免责声明：本通讯的内容旨在向读者提供最新的技术趋势和行业变动，不应被视为商业或金融建 议。在做出任何投资决策之前，您应始终自行进行研究。更多详情请参见 " 关于 " 页面。 In the previous article that I wrote back in July this year (The Bonder War – An update on ASMPT (522 HK)，BESI (BESI ...

智通财经APP获悉，在公布了好于预期的2026财年第二季度业绩及远超市场预期的第三季度业绩指引后，截至发稿，Lumentum(LITE.US)周二美股盘后涨超 7%。财报显示，这家云计算与网络设备公司在截至去年12月27日的第二季度实现营收6.65亿美元，同比大幅增长65%，高于分析师平均预期的6.52亿美元。 GAAP每股收益为0.89美元，显著高于分析师平均预期的0.49美元;调整后的每股收益为1.67美元，同样高于分析师平均预期的1.41美元。 对于2026财年第三季度，Lumentum预计，调整后每股收益将介于2.15美元至2.35美元之间，显著高于分析师平均预期的1.59美元。该公司预计第三季度营收 将介于7.8亿美元至8.3亿美元之间，预测区间中值为8.05亿美元，同样远高于分析师平均预期的7.07亿美元。 在上个月早些时候，美国银行就重申对Lumentum的"中性"评级，并将对该股目标价从210美元上调至375美元。该行表示，由于市场对光收发器和光组件的 需求旺盛，大幅上调了其目标价，并指出目前这些领域的供应仍然无法满足需求。 | | | | | | | | GAAP Results ($ in ...

Lumentum (LITE) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +18.68%. A quarter ago, it was expected that this optical networking products maker would post earnings of $1.03 per share when it actually produced earnings of $1.1, delivering a surprise of +6.8%.Over the last four quar ...

Lumentum (NasdaqGS:LITE) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsGeorge Notter - Managing Director of Equity ResearchKathy Ta - VP of Investor RelationsMichael Hurlston - President and CEORuben Roy - Managing Director of Equity ResearchSimon Leopold - Managing DirectorVijay Rakesh - Managing DirectorWajid Ali - EVP and CFOWupen Yuen - President, Global Business UnitsConference Call ParticipantsPapa Sylla - VP and Equity Research AnalystRyan Koontz - Managing Director and Equi ...

Lumentum (NasdaqGS:LITE) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsGeorge Notter - Managing Director of Equity ResearchKathy Ta - VP of Investor RelationsMichael Hurlston - President and CEORuben Roy - Managing Director of Equity ResearchSimon Leopold - Managing DirectorVijay Rakesh - Managing DirectorWajid Ali - EVP and CFOWupen Yuen - President, Global Business UnitsConference Call ParticipantsPapa Sylla - VP and Equity Research AnalystRyan Koontz - Managing Director and Equi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 27, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36861 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter) Delaware 47-3108385 (State or other juri ...

Lumentum (NasdaqGS:LITE) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker3Good day, everyone, and welcome to the Lumentum Holdings second quarter fiscal year 2026 earnings call. All participants will be in a listen-only mode. Please also note this event is being recorded for replay purposes. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise y ...

Q2 FY26 Conference Call February 3, 2026 ▪ Systems Forward Looking Statements and Financial Presentation This presentation and our earnings call contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These include statements regarding: our revenue, profitability, revenue growth and momentum, growth catalysts and drivers, the sustainability of our growth, the potential for our products, our ability to scale co ...

NEWS RELEASE LUMENTUM ANNOUNCES SECOND QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS San Jose, Calif., February 3, 2026 – Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal second quarter ended December 27, 2025. "Lumentum delivered a standout second quarter, with over 65 percent year-over-year revenue growth and non-GAAP operating margin expansion above 1,700 basis points," said President and CEO Michael Hurlston. "Revenue hit the high end of our guidance range, whil ...

We recently published 10 Big Names Already Crushing This February. Lumentum Holdings Inc. (NASDAQ:LITE) was one of the top performers on Monday. Lumentum Holdings rallied for a second day on Monday, jumping 8.06 percent to close at $423.42 apiece as investors loaded portfolios ahead of its earnings outcome which came out shortly after market close. Earlier, Lumentum Holdings Inc. (NASDAQ:LITE) announced expectations of $630 million to $670 million in net revenues, as well as $1.30 to $1.50 diluted earni ...