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Lumentum Holdings Inc. LITE Q3 2026 earnings

Reported May 5, 2026 · After market close

Revenue$808.4MMiss by $1.8MDiluted EPS$2.37Beat by $0.10
Revenue estimate$810.2M
EPS estimate$2.27

Next report

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

Financials

Q3 2026

Income statement

See full
Revenue$808.4M+90.1%
Gross profit$376.3M+166%
Operating income$174.5M+563%
Net income$144.2M+427%
EPS (diluted)$1.50+334%

Balance sheet

See full
Cash & equivalents$517.7M+45.8%
Total debt$6.6B+150%
Total equity$3.0B+238%
Total assets$7.0B+76.8%

Cash flow

See full
Operating cash flow$203.8M—
CapEx$124.7M+98.6%
Free cash flow$79.1M+223%

Valuation & ratios

Valuation

as of 07/09/26
See full
Market cap$55.01B+1,063%
Enterprise value$61.05B+754%
P/E125.1×—
P/S22.1×+18.9×

Profitability

See full
Gross margin40.8%+11.2pp
Operating margin9.5%+5.7pp
Net margin17.7%+10.9pp
FCF margin4.2%—

Returns & leverage

See full
Return on equity22.8%+13.8pp
Debt / equity2.2×-0.8×
Current ratio1.1×-3.6×

Segments

By segment

See full
Components$533.3M—
Systems$275.1M—

Versus estimates

Revenue

Q3 2026$808.4MMiss by $1.8M
Q2 2026$665.5MBeat by $13.4MQ1 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 $0.26Q1 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 Q3 2026 earnings?
Lumentum Holdings Inc. (LITE) reported Q3 2026 earnings on May 5, 2026 after market close.
What were Lumentum Holdings Inc.'s Q3 2026 revenue and EPS?
Lumentum Holdings Inc. reported revenue of $808.4M and diluted EPS of $2.37 for Q3 2026.
Did Lumentum Holdings Inc. beat estimates in Q3 2026?
Revenue missed the consensus estimate of $810.2M by $1.8M. EPS beat the consensus estimate of $2.27 by $0.10.
How did Lumentum Holdings Inc.'s Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 90.1% from $425.2M a year earlier and diluted EPS grew 315.8% from $0.57.
Where can I find Lumentum Holdings Inc.'s Q3 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-030530) and the 10-Q periodic report (0001628280-26-030777) directly on SEC EDGAR. The filing index links above go to sec.gov.