Lumentum Holdings Inc.

LITE · Nasdaq · ·

Comparar

US$ 647,85+10,7%fechamento 11 de nov.

Números até 26 de setembro de 2026, do 10-Q arquivado em 3 de novembro de 2026

1W: +20,3%
1M: -34,4%

Ações Lumentum Holdings Inc. (LITE) — é um bom negócio? — InspectStocks

Lumentum Holdings Inc.

LITE · Nasdaq · ·

Comparar

US$ 647,85+10,7%fechamento 11 de nov.

Números até 26 de setembro de 2026, do 10-Q arquivado em 3 de novembro de 2026

1W: +20,3%
1M: -34,4%

Just reported

Q1 FY2027 results

From Lumentum's results release of 2 de novembro de 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 1,26B
+137% y/y
+25% q/q
Guided
US$ 1,25B
midpoint
Within guide+1,0%
EPS, GAAP
Actual
US$ 3,54
Guided
—
No guide given
Operating income, GAAP
Actual
US$ 359,8M
+29% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

RevenueUS$ 1,575B – US$ 1,625B+140% y/y First given
EPS, adjustedUS$ 5,90 – US$ 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.

Como ganha dinheiro

Components66%
Systems34%

As participações na receita são estimativas para quarter ended March 31, 2026, não números de um relatório oficial.

Concorre com

O que 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.

Mostrar mais 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.

Quem 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.

Mostrar mais 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).

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

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.

O que pode dar errado

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.

Demonstrações financeiras completas →

Sobre a 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
Fundada em: 2015
Funcionários: Approximately 13,757 (June 27, 2026, high)
Listada em: Nasdaq
Fim do exercício: June (last Saturday of June)

Construído a partir dos próprios documentos de Lumentum Holdings Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.

Just reported

Q1 FY2027 results

From Lumentum's results release of 2 de novembro de 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 1,26B
+137% y/y
+25% q/q
Guided
US$ 1,25B
midpoint
Within guide+1,0%
EPS, GAAP
Actual
US$ 3,54
Guided
—
No guide given
Operating income, GAAP
Actual
US$ 359,8M
+29% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

RevenueUS$ 1,575B – US$ 1,625B+140% y/y First given
EPS, adjustedUS$ 5,90 – US$ 6,20First given

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.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Como ganha dinheiro

Components66%
Systems34%

As participações na receita são estimativas para quarter ended March 31, 2026, não números de um relatório oficial.

Concorre com

O que 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.

Mostrar mais 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.

Quem 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.

Mostrar mais 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).

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

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.

O que pode dar errado

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.

Demonstrações financeiras completas →

Sobre a Lumentum Holdings Inc.

Sede: San Jose, California, United States
Fundada em: 2015
Funcionários: Approximately 13,757 (June 27, 2026, high)
Listada em: Nasdaq
Fim do exercício: June (last Saturday of June)

Lumentum Holdings Inc.

Lumentum Holdings Inc.

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Como ganha dinheiro

Concorre com

O que vende6

Quem compra6

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a Lumentum Holdings Inc.

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

Como ganha dinheiro

Concorre com

O que vende6

Quem compra6

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a Lumentum Holdings Inc.

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

AI networking & optics

Crescimento e caixa — 5 de 5

Tendência do negócio

Preço da ação e nota ao longo do tempo