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Lumentum Holdings Inc. LITE Q1 2027 Annual earnings

Reported August 11, 2026 · After market close

Revenue$1.0BBeat by $18.6M
Adjusted EPS$3.23Beat by $0.26
Revenue estimate$987.7M
EPS estimate$2.97
Lumentum is positioned at the heart of a secular industry shift. As AI compute workloads increase in both speed and bandwidth, data center architects are turning to optical links as a primary means of connectivity. While our Q4 results demonstrate broad-based traction, key growth drivers such as OCS solutions and our cloud module business, where we are advancing 1.6T adoption, are beginning to layer in. Increasing demand for ultra-high-power CPO lasers, an initial order for ELS modules, as well as our breadth of NPO engagements are the first signs that optics are starting to penetrate in-rack connectivity, significantly upping our optical TAM,
Management

Earnings data and commentary were extracted with AI from company filings and may contain errors. Verify important details in the filing.

Next report

Nov 3, 2026 (in 2 months)
Revenue estimate$1.3B
EPS estimate$4.23

Financials

Q1 2027

Income statement

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Revenue$1.0B+88.5%
Gross profit$477.3M+137%
Operating income$279.3M+4,069%
Net income-$7.2B-170,617%
EPS (diluted)-$84.65-169,400%

Balance sheet

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Cash & equivalents$2.0B+488%
Total debt$1.7B-61.7%
Total equity$4.6B+495%
Total assets$7.3B+58.4%

Valuation & ratios

Valuation

as of 06/27/26
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Market cap$63.56B+459%
Enterprise value$63.19B+311%
P/S18.2×+12.1×

Profitability

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Gross margin46.2%+11.3pp
Operating margin22.9%+19.4pp
Net margin-404.4%-411pp

Returns & leverage

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Return on equity-519.9%-533pp
Debt / equity0.4×-5.2×
Current ratio1.7×+0.3×

Segments

By segment

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Components$649.4M+71.3%
Systems$356.9M+131%

FAQ

When did Lumentum Holdings Inc. report Q1 2027 earnings?
Lumentum Holdings Inc. (LITE) reported Q1 2027 earnings on August 11, 2026 after market close.
What were Lumentum Holdings Inc.'s Q1 2027 revenue and EPS?
Lumentum Holdings Inc. reported revenue of $1.0B and adjusted eps of $3.23 for Q1 2027.
Did Lumentum Holdings Inc. beat estimates in Q1 2027?
Revenue beat the consensus estimate of $987.7M by $18.6M. EPS beat the consensus estimate of $2.97 by $0.26.
How did Lumentum Holdings Inc.'s Q1 2027 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 136.7% from $425.2M a year earlier.
Where can I find Lumentum Holdings Inc.'s Q1 2027 SEC filings?
You can read the 8-K earnings release (0001628280-26-055726) and the 10-K periodic report (0001628280-26-057358) directly on SEC EDGAR. The filing index links above go to sec.gov.