Lumentum(US:LITE) 智通财经网·2026-02-04 14:33Core Viewpoint - Lumentum reported significant revenue growth and exceeded analyst expectations for both revenue and earnings per share in its latest financial results, indicating strong market demand and operational performance [1][2]. Financial Performance - For the second quarter ending December 27, Lumentum achieved revenue of $665 million, a substantial year-over-year increase of 65%, surpassing analyst expectations of $652 million [1]. - The GAAP earnings per share (EPS) were reported at $0.89, significantly higher than the expected $0.49, while the adjusted EPS was $1.67, exceeding the forecast of $1.41 [1]. Future Guidance - For the third quarter of fiscal year 2026, Lumentum anticipates an adjusted EPS in the range of $2.15 to $2.35, well above the analyst consensus of $1.59 [1]. - The company projects third-quarter revenue between $780 million and $830 million, with a midpoint estimate of $805 million, again exceeding the analyst average of $707 million [1]. Strategic Opportunities - The CEO highlighted two key growth opportunities: Optical Circuit Switches (OCS) and Co-Packaged Optics (CPO), with a backlog of over $400 million in OCS orders and a new multi-million dollar order in CPO expected to be delivered in the first half of 2027 [2]. - The company emphasizes its competitive advantage in optical devices and systems, positioning itself as a critical partner in the global artificial intelligence landscape [2].