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Lumentum Holdings (LITE)
NASDAQ:LITE
Earnings Data
Report Date
Aug 13, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.75Last Year’s EPS
0.06Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: 21.00%
|Next Earnings Date:Aug 13, 2025
Earnings Call Sentiment|Positive
The earnings call reflects strong performance in the Cloud & Networking segment, with record EML chipset shipments and improved margins. However, there are challenges with tariff-related costs, a decline in the Industrial Tech segment, and supply constraints in telecom. The positive achievements in cloud and networking outweigh the lowlights.Company Guidance
During Lumentum Holdings' third-quarter fiscal year 2025 earnings call, the company provided guidance reflecting their continued strong performance and growth expectations. They reported exceeding the high-end guidance for both revenue, which reached $425.2 million, and non-GAAP EPS, which was $0.57. The company highlighted robust demand in their Cloud & Networking segment, which saw an 8% sequential growth and a 16% year-over-year increase. They anticipate fourth-quarter revenue to range between $440 million and $470 million, with expectations of a 50% sequential growth in cloud transceiver revenue. Their non-GAAP gross margin improved to 35.2%, showing a 290 basis points sequential increase. Looking ahead, Lumentum expects to achieve quarterly revenue exceeding $500 million by the end of the calendar year, driven by strong cloud and AI demand despite potential macroeconomic uncertainties and tariff impacts.Exceeded Guidance for Revenue and EPS
In Q3, Lumentum exceeded the high end of guidance for both revenue and EPS, driven by strong demand from cloud customers and a recovering networking market.
Cloud & Networking Segment Growth
Revenue in the Cloud & Networking segment grew 8% sequentially and 16% year-over-year, fueled by robust demand from hyperscale cloud customers.
Record EML Chipset Shipments
Set another record for EML chipset shipments this quarter and remain on track to more than double this business by the end of 2025.
Non-GAAP Gross Margin Improvement
Non-GAAP gross margin was 35.2%, up 290 basis points sequentially and up 650 basis points year-on-year.
Non-GAAP Operating Margin Increase
Non-GAAP operating margin was 10.8%, up 290 basis points sequentially and up 1100 basis points year-on-year.
Transceiver Market Expansion
Accelerating optical transceiver production at the Thailand campus, with expectations for cloud transceiver revenue to grow over 50% sequentially in Q4.
Strong Demand for Datacom Products
Continued strong demand and supply constraints for EMLs, with plans to ramp CW laser production to meet additional market demand.
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LITE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LITE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $64.42 | $66.24 | +2.83% |
Feb 06, 2025 | $92.67 | $85.90 | -7.31% |
Nov 07, 2024 | $73.64 | $83.85 | +13.86% |
Aug 14, 2024 | $45.53 | $52.26 | +14.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Lumentum Holdings (LITE) report earnings?
Lumentum Holdings (LITE) is schdueled to report earning on Aug 13, 2025, TBA Not Confirmed.
What is Lumentum Holdings (LITE) earnings time?
Lumentum Holdings (LITE) earnings time is at Aug 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LITE EPS forecast?
LITE EPS forecast for the fiscal quarter 2025 (Q4) is 0.75.
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