Lumentum (LITE) PT Raised to $210 at BofA Securities

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Lumentum Announces First Quarter of Fiscal Year 2026 Financial Results

November 4, 2025 4:03 PM EST

Net revenue of $533.8 million GAAP gross margin of 34.0%; Non-GAAP gross margin of 39.4% GAAP operating margin of 1.3%; Non-GAAP operating margin of 18.7% GAAP diluted net income per share of $0.05; Non-GAAP diluted net income per share of $1.10

SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. (Lumentum or the Company) today reported results for its fiscal first quarter ended September 27, 2025.

In our fiscal first quarter, we saw year-over-year revenue growth of 58 percent and operating margin expansion of over 1,500 basis points on a non-GAAP basis. Revenue,... More