Benzinga·1d ago
Lumentum Leads As Technology And Semiconductors Drive Order Flow ActivitySource: TradePulse | October 1, 2026 as of 2:00PM EST
Lumentum is experiencing a powerful AI-driven demand cycle, with Q4 FY2026 revenue surging 109.3% year-over-year and operating income swinging to a $270.3M profit, demonstrating significant operating leverage. However, this growth appears cyclical and may be m...
Price trend, volume and key moving averages
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Revenue growth has accelerated to 109.3% YoY in Q4 FY2026, driving a gross margin recovery to 47.4%, yet the full-year operating margin remains negative at -11.7%, indicating persistent overhead and integration costs.
Lumentum leads the photonic revolution, which is crucial for data center buildouts, supporting robust top and bottom-line growth.
The company's role in AI infrastructure and strategic acquisitions are key drivers of its growth trajectory.
Lumentum is one of the most structurally important and financially compelling growth stories in global technology markets today.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 11, 2026 | $3.23+8.8% vs $2.97 | $1.0B+1.9% vs $988M |
Q2 2026 May 5, 2026 | $2.37+4.4% vs $2.27 | $808M-0.2% vs $810M |
Q1 2026 Feb 3, 2026 | $1.67+18.4% vs $1.41 | $666M+2.1% vs $652M |
Q4 2025 Nov 4, 2025 | $1.10+6.8% vs $1.03 | $534M+1.4% vs $526M |
Source: TradePulse | October 1, 2026 as of 2:00PM EST
Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company's PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE) stock rose 9% to $1,058.
Lumentum, a global leader in optical and photonic technology, today announced its speaker lineup at the [url="]2026 Open Compute Project (OCP) Global Summit[/ur
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum, a global leader in optical and photonic technology, today announced its speaker lineup at the 2026 Open Compute Project (OCP) Global Summit, themed “Scaling Innovation for the AI Era.” The event will take place from October 12 – 15 at the San Jose McEnery Convention Center. External Laser Source Architectures for Deployable CPO-Based AI Networks Christian Urricariet, Senior Director, Product and Strategic Marketing Wednesday, October 14 from 1:10 –.
Benchmark LITE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lumentum Holdings Inc. (LITE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1085.42 | $84.45B | 2933.57 | 21.03% | 1.57% | 2.48% | — | |
| $337.04 | $65.94B | 283.23 | -64.79% | 11.31% | 8.09% | — | |
| $115.59 | $9.28B | -180.61 | 82.75% | -9.57% | -5.61% | — | |
| $84.05 | $3.57B | 115.14 | 2.73% | 2.58% | 1.3% | — | |
| $47.10 | $11.62B | 314.00 | 8.39% | -2% | -3.16% | — | |
| $391.34 | $55.4B | 460.40 | 18.79% | 10.87% | 22.82% | — |
Lumentum Holdings Inc. (LITE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Lumentum Holdings Inc. (LITE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Jul 30, 2026·SEC
Jun 1, 2026·SEC
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Lumentum Holdings Inc. (LITE) stock FAQ — growth, dividends, profitability & financials explained
Lumentum Holdings Inc. (LITE) reported $3.01B in revenue for fiscal year 2025. This represents a 291% increase from $769.9M in 2013.
Lumentum Holdings Inc. (LITE) grew revenue by 21.0% over the past year. This is strong growth.
Lumentum Holdings Inc. (LITE) reported a net loss of $6.94B for fiscal year 2025.
Lumentum Holdings Inc. (LITE) has a return on equity (ROE) of 2.5%. This is below average, suggesting room for improvement.
Lumentum Holdings Inc. (LITE) generated $550.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
