Form 8-K · Current Report · Filed 2026-05-05
Lumentum Reports Exceptional Q3 FY26 Financial Results with 90% YoY Revenue Growth
Lumentum Holdings Inc. reported its fiscal third quarter results for 2026, showing a 90% year-over-year increase in net revenue to $808.4 million. The company experienced significant margin expansion, with GAAP gross margin rising by 540 basis points and GAAP operating margin by 700 basis points. GAAP net income was $144.2 million, or $1.50 per diluted share, while non-GAAP net income was $225.7 million, or $2.37 per diluted share. The company also provided an outlook for the fourth quarter, expecting net revenue between $960 million and $1.01 billion.
- Filer
- Lumentum Holdings Inc. LITE · NASDAQ
- Filed
- Accession
- 0001628280-26-030530
- CIK
- 0001633978
- Signal
- Medium impactTechnology
- Source
- Official filing on sec.gov ↗
Items reported
Reported Item
Market reaction
Close before filing
$976.18
Next session
-3.3%
Since filing
-26.9%
Latest close
$713.94
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Previous filings from LITE reporting the same item, with the next session's move:
Insider tape
Within 45 days of this filing, LITE insiders reported 51 Form 4 transactions — net selling of $55.3M.
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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