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Lumentum Holdings Inc. LITE Q2 2026 earnings

Reported February 3, 2026 · After market close

Revenue$665.5MBeat by $13.4MDiluted EPS$1.67Beat by $0.26
Revenue estimate$652.1M
EPS estimate$1.41

Next report

Aug 11, 2026 (in a month)
Revenue estimate$984.6M
EPS estimate$2.96

Financials

Q2 2026

Income statement

See full
Revenue$665.5M+65.5%
Gross profit$259.7M+115%
Operating income$64.3M+225%
Net income$78.2M+228%
EPS (diluted)$0.89+201%

Balance sheet

See full
Cash & equivalents$460.1M+36.2%
Total debt$6.6B+152%
Total equity$846.6M-2.9%
Total assets$4.8B+21.2%

Cash flow

See full
Operating cash flow$126.7M+421%
CapEx$83.6M+108%
Free cash flow$43.1M+371%

Valuation & ratios

Valuation

as of 12/27/25
See full
Market cap$26.14B+353%
Enterprise value$32.24B+301%
P/E103.9×—
P/S12.4×+8.3×

Profitability

See full
Gross margin37.1%+10.5pp
Operating margin1.2%+0.6pp
Net margin12%+6.8pp
FCF margin-1.9%—

Returns & leverage

See full
Return on equity29.3%+18.0pp
Debt / equity7.8×+4.8×
Current ratio0.6×-4.2×

Segments

By segment

See full
Components$443.7M—
Systems$221.8M—

Versus estimates

Revenue

Q3 2026$808.4MMiss by $1.8M
Q2 2026$665.5MBeat by $13.4M
Q1 2026$533.8MBeat by $7.3MQ4 2025$425.2MMiss by $45.3MQ3 2025$425.2MMiss by $31.4MQ2 2025$402.2MBeat by $12.1M

Diluted EPS

Q3 2026$2.37Beat by $0.10
Q2 2026$1.67Beat by $0.26
Q1 2026$1.10Beat by $0.07Q4 2025$0.88Beat by $0.07Q3 2025$0.57Beat by $0.07Q2 2025$0.42Beat by $0.08

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Questions, answered.

When did Lumentum Holdings Inc. report Q2 2026 earnings?
Lumentum Holdings Inc. (LITE) reported Q2 2026 earnings on February 3, 2026 after market close.
What were Lumentum Holdings Inc.'s Q2 2026 revenue and EPS?
Lumentum Holdings Inc. reported revenue of $665.5M and diluted EPS of $1.67 for Q2 2026.
Did Lumentum Holdings Inc. beat estimates in Q2 2026?
Revenue beat the consensus estimate of $652.1M by $13.4M. EPS beat the consensus estimate of $1.41 by $0.26.
How did Lumentum Holdings Inc.'s Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 65.5% from $402.2M a year earlier and diluted EPS grew 297.6% from $0.42.
Where can I find Lumentum Holdings Inc.'s Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-005005) and the 10-Q periodic report (0001628280-26-005129) directly on SEC EDGAR. The filing index links above go to sec.gov.