For Q3 FY2026 ended March 28, 2026, Lumentum reported revenue of $808.4 million, up 90.1% year-over-year. Net income was $144.2 million, a 427.0% increase, and diluted EPS was $1.50, up 334.4%. Operating income rose 562.9% to $174.5 million. The company held $2.62 billion in cash and $43.2 million in long-term debt.
•Revenue surged 90.1% YoY to $808.4 million.
•Net income increased 427.0% to $144.2 million.
•Diluted EPS grew 334.4% to $1.50.
•Cash balance was $2.62 billion with minimal long-term debt of $43.2 million.
Informational summary based on SEC XBRL figures · generated by deepseek-v4-flash. Not investment advice.
Lumentum manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. Its business is organized into two segments, Cloud & Networking and Industrial Tech.
The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures.
Its Industrial Tech segment provides short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers that serves the semiconductor device, solar cell, display, and electric vehicle and battery manufacturing markets. Incorporated in 2015, the company is headquartered in San Jose, California.
Lumentum Holdings Inc. manufactures and sells optical and photonic products globally, serving customers in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. The company operates through two segments: Cloud & Networking and Industrial Tech. The Cloud & Networking segment provides optical and photonic chips, components, modules, and subsystems to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturers building cloud data centers and network infrastructures. The Industrial Tech segment offers short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers for markets such as semiconductor device manufacturing, solar cell production, display manufacturing, and electric vehicle and battery manufacturing.
On which stock exchange is Lumentum (LITE) listed, and what currency does it trade in?
Lumentum Holdings Inc. is listed on the Nasdaq Global Select Market (NasdaqGS) under the ticker symbol LITE. Its shares are traded in US Dollars (USD), reflecting its primary listing in the United States. The company's headquarters are in San Jose, California, and it operates in the US market, which uses the US Dollar as its currency.
What sector and industry does Lumentum (LITE) belong to?
Lumentum Holdings Inc. operates in the Technology sector and is classified under the Communication Equipment industry. This means the company focuses on developing and manufacturing equipment used for communication networks, particularly optical and photonic technologies that enable high-speed data transmission. Its products are critical for cloud data centers, AI/ML infrastructure, and telecommunications networks, aligning with the broader technology and communication equipment sectors.
Where is Lumentum (LITE) headquartered, and what markets does it serve?
Lumentum Holdings Inc. is headquartered in San Jose, California, United States. The company serves a global customer base across the Americas, the Asia-Pacific region, Europe, the Middle East, and Africa. Its products are used in cloud data centers, AI/ML infrastructure, network equipment, and industrial manufacturing markets, including semiconductor devices, solar cells, displays, and electric vehicle and battery production. This geographic reach allows Lumentum to support major technology and industrial hubs worldwide.
How does Lumentum (LITE) generate revenue through its business segments?
Lumentum generates revenue through two primary segments: Cloud & Networking and Industrial Tech. The Cloud & Networking segment sells optical and photonic chips, components, modules, and subsystems to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturers. This segment benefits from the growing demand for high-speed data transmission and cloud computing. The Industrial Tech segment provides various laser technologies, including short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers, serving industries such as semiconductor device manufacturing, solar cell production, display manufacturing, and electric vehicle and battery manufacturing. Together, these segments address both communication and industrial applications.