各项收入占比是对quarter ended March 31, 2026的估算,并非来自已提交报告的数字。
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.
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.
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.
基于 Lumentum Holdings Inc. 自己向美国证券交易委员会(SEC)提交的申报文件。数字如实呈报,每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议,也不是买卖任何证券的推荐。
US$624.47-3.6%11月12日 收盘
数据截至2026年9月26日,来自2026年11月3日提交的10-Q
Lumentum sells optical parts and finished data-center networking equipment to cloud and artificial-intelligence companies, network operators, and equipment makers.
公司指引:2027 财年第 2 季度营收 US$1.6B 至 US$1.6B — 同比增长 140.4%
Just reported
From Lumentum's results release of 2026年11月2日; its quarterly report has since been filed.
Actual
US$1.26B
+137% y/y
+25% q/q
Guided
US$1.25B
midpoint
Actual
US$3.54
Guided
—
No guide given
Actual
US$359.8M
+29% q/q
Guided
—
No guide given
Q2 FY2027
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.
The themes Lumentum is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
Grade A
价格下方的色带显示每个日期的评级,仅依据当时已公开的文件计算。
显示 Lumentum Holdings Inc. 评级历史 41 个季度中的 2 个。 其余 39 个可回溯到 2016年10月。