कंपनी लोड हो रही है
Just reported
Q1 FY2027 results
From Lumentum's results release of 2 नवंबर 2026; its quarterly report has since been filed.
Revenue
Actual
$1.26B
+137% y/y
+25% q/qGuided
$1.25B
midpoint
Within guide+1.0%EPS, GAAP
Actual
$3.54
Guided
—
No guide given
Operating income, GAAP
Actual
$359.8M
+29% q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- Revenue$1.575B – $1.625B+140% y/y First given
- EPS, adjusted$5.90 – $6.20First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Lumentum is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
HPEHewlett Packard Enterprise Company$66.6BA
CIENCiena Corp$41.7BA+
UIUbiquiti Inc.$41.3BA+
ZBRAZebra Technologies Corporation$15BA
VIAVViavi Solutions Inc.$8BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 अक्टू॰ 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 अक्टू॰ 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 अक्टू॰ 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 अक्टू॰ 2026BAGraded B, now A- UIUbiquiti Inc.6 नव॰ 2026BAGraded B, now A
कमाई कैसे होती है
- Components66%
- Systems34%
आमदनी के हिस्से quarter ended March 31, 2026 के अनुमान हैं, किसी दाख़िल रिपोर्ट के आँकड़े नहीं।
मुकाबला किनसे है
क्या बेचती है6
High-speed optical transceivers
Devices that convert data signals to and from light so servers, switches and other network equipment can communicate over fiber.
Laser chips, assemblies and optical components
Parts that generate or detect light for data-center connections and other fiber-optic networks.
Optical circuit switches
Equipment that connects fiber-optic paths in data centers, allowing data to be routed between devices.
3 और दिखाएँ
Optical transport equipment
Equipment including reconfigurable optical add-drop multiplexers, amplifiers and signal monitors that route and strengthen light signals in communications networks.
Industrial lasers
Fiber, solid-state and ultrafast lasers used for cutting, welding, drilling and other precise material-processing work.
Laser light sources for three-dimensional sensing
Lasers used in sensing systems in smartphones, computers and other consumer electronics.
कौन खरीदता है6
- Cloud and artificial-intelligence data-center operators buy optical components and transceivers for links between servers, switches and other equipment.
- Artificial-intelligence infrastructure providers buy optical parts and systems for connections within and between data centers.
- Network equipment manufacturers buy components and subsystems to build their own communications equipment.
3 और दिखाएँ
- Communications service providers buy products for local, city-wide, long-distance and undersea fiber-optic networks.
- Industrial equipment makers buy lasers used in manufacturing processes such as metal cutting, semiconductor processing and battery production.
- Two individual customers accounted for 26.6% and 15.0% of revenue, respectively (fiscal year ended June 27, 2026, high).
किस पर टिका है, और क्या इसे तोड़ सकता है
कारोबार किन चीज़ों पर टिका है
- 1Revenue is concentrated among a small number of customers: two individual customers accounted for 26.6% and 15.0%, respectively (fiscal year ended June 27, 2026, high).
- 2Some materials, packages and components have only one or a limited number of suppliers, and replacements may not be available quickly or at acceptable cost.
- 3The company relies on contract manufacturers as well as its own factories, and must expand or adjust production to keep up with changing customer orders.
क्या ग़लत हो सकता है
- 1A small number of customers account for a large share of sales, many customers do not promise to buy a set amount, and sales to a previously significant customer have been restricted.
- 2Shortages of components and reliance on limited-source suppliers or contract manufacturers can delay production, raise costs or prevent the company from meeting customer demand.
- 3Tariffs, export controls and other trade restrictions can raise manufacturing costs, limit sales to some customers or regions, and disrupt access to components.
Lumentum Holdings Inc. के बारे में
Lumentum makes components that use light to carry data through fiber-optic networks, including networks inside data centers and those connecting cities. It also sells complete equipment, such as data-center transceivers and optical circuit switches, and lasers used in manufacturing. Its laser light sources also support three-dimensional sensing in consumer electronics.
- मुख्यालय
- San Jose, California, United States
- स्थापना
- 2015
- कर्मचारी
- Approximately 13,757 (June 27, 2026, high)
- सूचीबद्ध
- Nasdaq
- वित्त वर्ष का अंत
- June (last Saturday of June)
Lumentum Holdings Inc. की अपनी रिपोर्टों से बना, जो अमेरिकी प्रतिभूति और विनिमय आयोग (SEC) में दाखिल की गईं। आँकड़े जैसे बताए गए, और प्रति-शेयर इतिहास आज के शेयर आधार पर पुनर्गणित। यह एक व्यवसाय का वर्णन है — यह निवेश सलाह नहीं है और न ही कुछ खरीदने या बेचने की सिफ़ारिश।
