Lumentum develops and manufactures optical and photonic components such as lasers, transceivers, and modules that enable high-speed data transmission in telecommunications networks, hyperscale data centers, and AI infrastructure. Its products also support 3D sensing applications in consumer devices and precision industrial manufacturing and laser processing. The company primarily serves equipment manufacturers, cloud service providers, and technology firms that build advanced networking and sensing systems.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q1 2025 | 425.2 | — | -44.1 | — |
| Q2 2025 | 480.7 | — | 213.3 | — |
| Q3 2025 | 533.8 | — | 4.2 | — |
| Q4 2025 | 665.5 | — | 78.2 | — |
| Q1 2026 | 808.4 | 90.1% | 142.5 | — |
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