Form 8-K · Current Report · Filed 2026-02-03
Lumentum Reports Strong Second Quarter FY26 Financial Results
Lumentum Holdings Inc. reported robust financial results for its second quarter of fiscal year 2026, showcasing a 65.5% year-over-year revenue growth to $665.5 million. The company demonstrated a GAAP gross margin of 36.1% and a non-GAAP gross margin of 42.5%, along with a GAAP operating margin of 9.7% and a non-GAAP operating margin of 25.2%. GAAP net income was $78.2 million, or $0.89 per diluted share, while non-GAAP net income was $143.9 million, or $1.67 per diluted share. The company's strong performance is attributed to scaling rapidly to meet extraordinary customer demand and receiving substantial orders for its optical components and systems.
- Filer
- Lumentum Holdings Inc. LITE · NASDAQ
- Filed
- Accession
- 0001628280-26-005005
- CIK
- 0001633978
- Signal
- Medium impactTechnology
- Source
- Official filing on sec.gov ↗
Items reported
Reported Item
Market reaction
Close before filing
$423.42
Next session
+9.9%
Since filing
+68.6%
Latest close
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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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