US · Technology · Communication Equipment
EPS came in at 2.64 against a street estimate of 2.62 — a beat of 0.8%.
Analysts rate Lumentum Holdings Inc a buy (12 buy, 3 hold, 1 sell out of 16) with an average price target of $1,149.38.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.74% |
| FMR Inc | 8.01% |
| Vanguard Capital Management, LLC | 5.17% |
| Vanguard Portfolio Management, LLC | 4.13% |
| State Street Corp | 3.39% |
| JPMorgan Chase & Co | 3.28% |
| Geode Capital Management, LLC | 2.37% |
| UBS Group AG | 1.57% |
| Document | Date |
|---|---|
| Annual report FY2026 LUMENTUM HOLDINGS INC. – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: $16,469 million as of December 26, 2025 (s | 2026-08-17 |
| Results announced · Q1 FY2027 LUMENTUM HOLDINGS INC. — FISCAL YEAR 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q4 FY2026 net revenue: $1.01 billion (up 109.3% year-over-year from $48 | 2026-08-11 |
| Board / officer change · Q1 FY2027 LUMENTUM HOLDINGS INC. - DOCUMENT SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Vincent Retort, Executive Vice President of Global Reliability & Quality, | 2026-07-30 |
| Current report · Q4 FY2026 LUMENTUM HOLDINGS INC. - 8-K SUMMARY HEADLINE NUMBERS • Company exchanging approximately 5.0 million shares of common stock for $650.4 million princ | 2026-06-01 |
| Quarterly report · Q3 FY2026 LUMENTUM HOLDINGS INC. - 10-Q SUMMARY HEADLINE NUMBERS • Q3 FY2026 Net Revenue: $808.4 million (vs. $425.2 million in Q3 FY2025) — 90% increase year | 2026-05-06 |
| Results announced · Q4 FY2026 LUMENTUM HOLDINGS INC. - Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue Q3 FY2026: $808.4 million (up 90.1% year-over-year, up 21.5% quar | 2026-05-05 |
| Quarterly report · Q2 FY2026 LUMENTUM HOLDINGS INC. – 10-Q SUMMARY Period Ended December 27, 2025 --- HEADLINE NUMBERS • Q2 FY2026 Net Revenue: $665.5 million (vs. $402.2 milli | 2026-02-04 |
| Quarterly report · Q1 FY2026 LUMENTUM HOLDINGS INC. – Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $533.8 million (Q1 FY2026) vs. $336.9 million (Q1 FY2025) – 58.4% increa | 2025-11-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Transaction with NVIDIA announced with forward-looking statements Lumentum Holdings has announced a transaction involving NVIDIA, as disclosed in this March 2, 2026 8-K filing. However, the actual details of the transaction are not provided in this documen | 2026-03-02 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lumentum Holdings Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.