Zacks Investment Research·15h ago
Lumentum to Demonstrate DWDM ELSFP at ECOC 2026: What's Ahead?LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.
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
Start with the evidence for owning the stock and the risks that can break the thesis.
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 9/23/2026, 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 |
LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.
Lumentum Holdings Inc. (NASDAQ:LITE) shares are trading higher Monday afternoon after the optical networking manufacturer announced plans to showcase a new high-capacity laser module at the upcoming ECOC exhibition.
The demand for optical networking components is poised to boom, and Lumentum is one of the best ways to capitalize on this lucrative niche.
Optical connectivity stocks are climbing Monday after a joint artificial intelligence (AI) interconnect demonstration put the sector's fiber and photonics suppliers in the spotlight.
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 |
|---|---|---|---|---|---|---|---|
| $945.67 | $73.57B | 2555.86 | 21.03% | 1.57% | 2.48% | — | |
| $310.39 | $60.72B | 260.83 | -64.79% | 11.31% | 8.09% | — | |
| $107.00 | $8.59B | -167.19 | 82.75% | -9.57% | -5.61% | — | |
| $78.20 | $3.32B | 107.12 | 2.73% | 2.58% | 1.3% | — | |
| $36.40 | $8.98B | 242.67 | 8.39% | -2% | -3.16% | — | |
| $368.56 | $52.17B | 433.60 | 18.79% | 10.87% | 22.82% | — |
Lumentum Holdings Inc. (LITE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
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
Get notified when LITE posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
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.
