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Just reported
Q1 FY2027 results
From Lumentum's results release of 2026年11月2日; 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 themes 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 Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A- UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Components66%
- Systems34%
売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
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.
さらに3件を表示
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.
誰が買っているか6
- 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.
さらに3件を表示
- 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).
何に支えられ、何に崩されうるか
事業が頼っているもの
- 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.
うまくいかなくなる可能性
- 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.について
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.
- 本社
- San Jose, California, United States
- 設立
- 2015
- 従業員数
- Approximately 13,757 (June 27, 2026, high)
- 上場市場
- Nasdaq
- 決算期
- June (last Saturday of June)
Lumentum Holdings Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
