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Lumentum Beats Q4 Results and Guidance on AI Demand

Barrons.com +10 ·

LITE Lumentum Holdings Inc
$1103.35 +5.22%
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  1. 1Lumentum Holdings (LITE) posted fiscal Q4 adjusted EPS of $3.23 and revenue of $1.01 billion, surpassing estimates.
  2. 2Its fiscal Q1 2027 revenue guidance of $1.225–$1.275 billion and adjusted EPS of $4.05–$4.35 exceeded consensus.
  3. 3The company said AI demand for data-center optical connectivity drove the strong results, and the stock was nearly flat in after-hours trading after a 43% gain over the past six months.

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