Caricamento azienda
Just reported
Q1 FY2027 results
From Lumentum's results release of 2 novembre 2026; its quarterly report has since been filed.
Revenue
Actual
1,26B USD
+137% y/y
+25% q/qGuided
1,25B USD
midpoint
Within guide+1,0%EPS, GAAP
Actual
3,54 USD
Guided
—
No guide given
Operating income, GAAP
Actual
359,8M USD
+29% q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- Revenue1,575B USD – 1,625B USD+140% y/y First given
- EPS, adjusted5,90 USD – 6,20 USDFirst 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.
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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 ott 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 ott 2026BAGraded B, now A
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NXPINXP Semiconductors N.V.27 ott 2026BAGraded B, now A- UIUbiquiti Inc.6 nov 2026BAGraded B, now A
Come guadagna
- Components66%
- Systems34%
Le quote di ricavo sono stime per quarter ended March 31, 2026, non cifre tratte da un documento depositato.
Compete con
Che cosa vende6
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.
Mostra altri 3
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.
Chi lo compra6
- 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.
Mostra altri 3
- 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).
Su cosa si regge e cosa potrebbe romperlo
Da che cosa dipende l'attività
- 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.
Che cosa potrebbe andare storto
- 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.
Informazioni su Lumentum Holdings Inc.
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.
- Sede
- San Jose, California, United States
- Fondata nel
- 2015
- Dipendenti
- Approximately 13,757 (June 27, 2026, high)
- Quotata su
- Nasdaq
- Chiusura dell'esercizio
- June (last Saturday of June)
Costruito dai documenti depositati da Lumentum Holdings Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.
