Lumentum Holdings Inc. (LITE) Q1 2027 Earnings Call

Concluded Nov 5, 2026

Nov 5, 2026

Revenue $1.26B +136.5% YoY

Diluted EPS $3.54 +6980% YoY

Gross margin 51.0% +17.0 pp YoY

Net income $360.30M +8478.6% YoY

Executive readout · one minute

What the filings say

8-K earnings release · filed Nov 2, 2026: Lumentum reported fiscal first quarter 2027 net revenue of $1.26 billion and non-GAAP operating margin of 42.3%. It forecasts second-quarter revenue of $1.575 billion to $1.625 billion and non-GAAP diluted earnings per share of $5.90 to $6.20.
10-Q report · filed Nov 3, 2026: Lumentum reported net revenue of $1,262.6 million for the three months ended September 26, 2026, up 136.5% from September 27, 2025, as gross margin rose to 51.0% from 34.0%.

The audio replay and transcript follow the call.

Forward guidance

4 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

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Presentation 24 pages 8-K earnings release Filed Nov 2, 2026 10-Q report Filed Nov 3, 2026 Company webcastOpen the original investor-relations page

From the 8-K filed Nov 2, 2026.

Metric	Period	Guided	Basis
Net revenue second quarter of fiscal year 2027	second quarter of fiscal year 2027	$1.58B – $1.63B	—
Non-GAAP operating margin second quarter of fiscal year 2027	second quarter of fiscal year 2027	45% – 46%	Non-GAAP
Non-GAAP diluted earnings per share second quarter of fiscal year 2027	second quarter of fiscal year 2027	$5.90 – $6.20	Non-GAAP
Sequential growth second quarter	second quarter	$350M	—

How the reported period landed and where the business moved.

Components$754.20M +98.9% YoY

Systems$508.40M +228.8% YoY