Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through 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,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $808.4M | +90.1% | $144.2M | $1.50 | +334.4% | 44.2% | 21.7% |
| Q4 2025 Dec 2025 | $665.5M | — | $78.2M | $0.89 | — | 36.1% | 9.6% |
| Q3 2025 Sep 2025 | $533.8M | — | $4.2M | $0.05 | — | 34.0% | 2.8% |
| Q2 2025 Jun 2025 | $480.7M | — | $213.3M | $2.96 | — | 33.3% | -0.7% |
| Q1 2025 Mar 2025 | $425.2M | — | $-44.1M | $-0.64 | — | 28.8% | -15.4% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can the Lumentum S&P 500 Inclusion and NVIDIA’s multibillion-dollar backing really turn this AI optics supplier into a long-term winner? How does Lumentum S&P 500 Inclusion change the…