Core 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].

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 ...