LITELumentum

Technology · Communications Equipment · Nasdaq

Lumentum Holdings Inc. (“we,” “us,” “our”, “Lumentum” or the “Company”) is a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share. 10-K, Item 1

Employees: 13,757
Headquarters: San Jose, CA
CEO: Michael E. Hurlston
Next results: around Feb 2, 2027

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The numbers LITE said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.

Of 11 range targets with a reported result: 4 came in above the last range given, 7 within it, 0 below it.

Target	What the company said	Reported	Result
Diluted EPS (company-defined) Q2 of fiscal 2027	Given $5.90 to $6.20 release 2026-11-02	–	No standard number
The company's words Forecasting second quarter of fiscal year 2027 revenue of $1.575 billion to $1.625 billion; non-GAAP operating margin of 45.0% to 46.0%; and non-GAAP diluted net income per share of $5.90 to $6.20. release 2026-11-02
Revenue Q2 of fiscal 2027	Given $1.57B to $1.62B release 2026-11-02	–	Not reported yet
The company's words Forecasting second quarter of fiscal year 2027 revenue of $1.575 billion to $1.625 billion; non-GAAP operating margin of 45.0% to 46.0%; and non-GAAP diluted net income per share of $5.90 to $6.20. release 2026-11-02
Diluted EPS (company-defined) Q1 of fiscal 2027	Given $4.05 to $4.35 release 2026-08-11	–	No standard number
The company's words Lumentum expects the following for the first quarter of fiscal year 2027: … Non-GAAP diluted net income per share of $4.05 to $4.35 We have not provided reconciliations from GAAP to non-GAAP financial measures or the equivalent GAAP measure for non-GAAP financial measures in our outlook, as they cannot be provided without unreasonable effort. release 2026-08-11
Revenue Q1 of fiscal 2027	Given $1.23B to $1.27B release 2026-08-11	$1.26B 10-Q filed 2026-11-03	Within the range
The company's words Forecasting first quarter of fiscal year 2027 revenue of $1.225 billion to $1.275 billion; release 2026-08-11
Diluted EPS (company-defined) Q4 of fiscal 2026	Given $2.85 to $3.05 release 2026-05-05	–	No standard number
The company's words Lumentum expects the following for the fourth quarter of fiscal year 2026: … Non-GAAP diluted earnings per share of $2.85 to $3.05 We have not provided reconciliations from GAAP to non-GAAP financial measures or the equivalent GAAP measure for non-GAAP financial measures in our outlook, as they cannot be provided without unreasonable effort. release 2026-05-05
Revenue Q4 of fiscal 2026	Given $960.00M to $1.01B release 2026-05-05	$1.01B 10-K filed 2026-08-17	Within the range
The company's words Lumentum expects the following for the fourth quarter of fiscal year 2026: … Net revenue in the range of $960 million to $1.01 billion release 2026-05-05
Diluted EPS (company-defined) Q3 of fiscal 2026	Given $2.15 to $2.35 release 2026-02-03	–	No standard number
The company's words Lumentum expects the following for the third quarter of fiscal year 2026: … Non-GAAP diluted earnings per share of $2.15 to $2.35 We have not provided reconciliations from GAAP to non-GAAP financial measures or the equivalent GAAP measure for non-GAAP financial measures in our outlook, as they cannot be provided without unreasonable effort. release 2026-02-03
Revenue Q3 of fiscal 2026	Given $780.00M to $830.00M release 2026-02-03	$808.40M 10-Q filed 2026-05-06	Within the range
The company's words Lumentum expects the following for the third quarter of fiscal year 2026: … Net revenue in the range of $780 million to $830 million release 2026-02-03
Diluted EPS (company-defined) Q2 of fiscal 2026	Given $1.30 to $1.50 release 2025-11-04	–	No standard number
The company's words Lumentum expects the following for the second quarter of fiscal year 2026: … Non-GAAP diluted earnings per share of $1.30 to $1.50 We have not provided reconciliations from GAAP to non-GAAP financial measures or the equivalent GAAP measure for non-GAAP financial measures in our outlook, as they cannot be provided without unreasonable effort. release 2025-11-04
Revenue Q2 of fiscal 2026	Given $630.00M to $670.00M release 2025-11-04	$665.50M 10-Q filed 2026-02-04	Within the range
The company's words Lumentum expects the following for the second quarter of fiscal year 2026: … Net revenue in the range of $630 million to $670 million release 2025-11-04
Diluted EPS (company-defined) Q1 of fiscal 2026	Given $0.95 to $1.10 release 2025-08-12	–	No standard number
The company's words Lumentum expects the following for the first quarter of fiscal year 2026: … Non-GAAP diluted earnings per share of $0.95 to $1.10 We have not provided reconciliations from GAAP to non-GAAP financial measures or the equivalent GAAP measure for non-GAAP financial measures in our outlook, as they cannot be provided without unreasonable effort. release 2025-08-12
Revenue Q1 of fiscal 2026	Given $510.00M to $540.00M release 2025-08-12	$533.80M 10-Q filed 2025-11-05	Within the range
The company's words Lumentum expects the following for the first quarter of fiscal year 2026: … Net revenue in the range of $510 million to $540 million release 2025-08-12
Diluted EPS (company-defined) Q4 of fiscal 2025	Given $0.70 to $0.80 release 2025-05-06	–	No standard number
The company's words Lumentum expects the following for the fiscal fourth quarter 2025: … Non-GAAP diluted earnings per share of $0.70 to $0.80 We have not provided reconciliations from GAAP to non-GAAP measures or the equivalent GAAP measure for non-GAAP measures in our outlook, as they cannot be provided without unreasonable effort. release 2025-05-06
Revenue Q4 of fiscal 2025	Given $440.00M to $470.00M release 2025-05-06	$480.70M 10-K filed 2025-08-19	Above the range
The company's words Lumentum expects the following for the fiscal fourth quarter 2025: … Net revenue in the range of $440 million to $470 million release 2025-05-06
Diluted EPS (company-defined) Q3 of fiscal 2025	Given $0.47 to $0.53 release 2025-02-06	–	No standard number
The company's words Lumentum expects the following for the fiscal third quarter 2025: … Non-GAAP diluted earnings per share of $0.47 to $0.53 We have not provided reconciliations from GAAP to non-GAAP measures or the equivalent GAAP measure for non-GAAP measures in our outlook, as they cannot be provided without unreasonable effort. release 2025-02-06
Revenue Q3 of fiscal 2025	Given $410.00M to $425.00M release 2025-02-06	$425.20M 10-Q filed 2025-05-07	Above the range
The company's words Lumentum expects the following for the fiscal third quarter 2025: … Net revenue in the range of $410 million to $425 million release 2025-02-06
Diluted EPS (company-defined) Q2 of fiscal 2025	Given $0.30 to $0.40 release 2024-11-07	–	No standard number
The company's words Lumentum expects the following for the fiscal second quarter 2025: … Non-GAAP diluted earnings per share of $0.30 to $0.40 We have not provided reconciliations from GAAP to non-GAAP measures or the equivalent GAAP measure for non-GAAP measures in our outlook, as they cannot be provided without unreasonable effort. release 2024-11-07
Revenue Q2 of fiscal 2025	Given $380.00M to $400.00M release 2024-11-07	$402.20M 10-Q filed 2025-02-06	Above the range
The company's words Lumentum expects the following for the fiscal second quarter 2025: … Net revenue in the range of $380 million to $400 million release 2024-11-07
Revenue Q1 of fiscal 2025	Given $315.00M to $335.00M release 2024-08-14	$336.90M 10-Q filed 2024-11-08	Above the range
The company's words Lumentum expects the following for the fiscal first quarter of 2025: … Net revenue in the range of $315 million to $335 million release 2024-08-14
Revenue Q4 of fiscal 2024	Given $290.00M to $315.00M release 2024-05-06	$308.30M 10-K filed 2024-08-21	Within the range
The company's words Lumentum expects the following for the fiscal fourth quarter 2024: … Net revenue in the range of $290 million to $315 million release 2024-05-06
Revenue Q3 of fiscal 2024	Given $350.00M to $380.00M release 2024-02-08	$366.50M 10-Q filed 2024-05-07	Within the range
The company's words Lumentum expects the following for the fiscal third quarter 2024: … Net revenue in the range of $350 million to $380 million release 2024-02-08

Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (14 releases since 2023-11-08), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.

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