Key Takeaways Lumentum's OCS backlog surpassed $400M, with most shipments set for the second half of 2026.Lumentum's CPO wins, including a multi-million laser order for 2027, expand its AI photonics pipeline.The Zacks Consensus Estimate pegs LITE's Q3 revenues at $805.39M, up 89.41% year over year.Lumentum (LITE) is at an inflection point in two of the most strategically significant optical technologies powering the AI infrastructure buildout. Optical circuit switches (OCS) and co-packaged optics (CPO) are ...