Lumentum(US:LITE) 半导体芯闻·2026-02-04 10:17Core Viewpoint - Lumentum's financial results and guidance exceeded Wall Street expectations, leading to a significant increase in stock price [1][2]. Financial Performance - Lumentum reported Q2 revenue of $665.5 million, a year-over-year increase of 65.5% and a quarter-over-quarter increase of 24.7% [1]. - The Non-GAAP earnings per share (EPS) were $1.67, significantly higher than the previous year's $0.42 [1]. - The Non-GAAP gross margin was 42.5%, up from 32.3% year-over-year [1]. - Analysts had predicted Q2 revenue of $652.1 million and Non-GAAP EPS of $1.41 [1]. Future Outlook - For the upcoming quarter (Q3), Lumentum forecasts revenue between $780 million and $830 million, with Non-GAAP EPS expected to be between $2.15 and $2.35 [1]. - Analysts had estimated Q3 revenue of $760.4 million and Non-GAAP EPS of $1.60 [1]. Business Opportunities - CEO Michael Hurlston indicated that revenue growth could exceed 85%, driven by opportunities in Optical Circuit Switches (OCS) and Co-Packaged Optics (CPO) [2]. - The company is rapidly expanding capacity for OCS to meet customer demand, with backlogged orders exceeding $400 million [2]. - Lumentum has received a multi-hundred million dollar additional order for CPO, expected to be delivered in the first half of 2027 [2]. Stock Performance - Lumentum's stock rose 2.76% during regular trading to $435.10, reaching a record closing high, and surged 7.68% in after-hours trading to $468.50 [2]. - Year-to-date, Lumentum's stock has increased by 18.04%, and it has skyrocketed by 339.06% since 2025 [2].