Lumentum Holdings Inc.
Lumentum Reports Strong Q1 FY26 Financial Results with 58% Revenue Growth
Summary
Lumentum Holdings Inc. reported strong financial results for its fiscal first quarter ended September 27, 2025, with net revenue of $533.8 million, representing a 58% increase year-over-year. The company reported a GAAP net income of $4.2 million, or $0.05 per diluted share, and a non-GAAP net income of $86.4 million, or $1.10 per diluted share. Non-GAAP gross margin was 39.4% and non-GAAP operating margin was 18.7%. The company also provided guidance for the second quarter of fiscal year 2026, expecting net revenue between $630 million and $670 million and non-GAAP operating margin between 20.0% and 22.0%.
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About Lumentum Holdings Inc.
Lumentum Holdings Inc. is a leading designer and manufacturer of optical and photonic products serving diverse sectors such as telecommunications, data communications, and industrial applications. The company's core offerings include cutting-edge components and modules like optical transceivers, amplifiers, and active components which facilitate the transmission of data over fiber optic networks. Additionally, Lumentum develops industrial lasers that are critical in material processing and precision manufacturing industries. Their advanced laser products are employed in various applications from semiconductor fabrication to automotive manufacturing. Established as a spin-off from JDS Uniphase Corporation in 2015, Lumentum has been instrumental in propelling the transition to high-speed data networks and supporting the backbone of modern communication infrastructures. Its innovations play a critical role in enhancing network efficiency, bandwidth, and overall optical performance, positioning the company as a vital player in the ongoing evolution of global telecommunications and industrial technologies.
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