LITE · Lumentum Holdings Inc. · Webcasts, Transcripts & Audio
$596.62
-28.03 (-4.49%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q4 2026 earnings call transcript
Market Cap
$54.11B
Shares
90.70M
Volume · Nov 13
3.66M
Avg daily vol (3M)
5.16M
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Lumentum Holdings Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Lumentum Holdings Inc. (LITE), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY27 · Q1
2026-11-05
Lumentum Holdings Inc. (LITE) Q1 2027 Earnings Call
Revenue
$1.26B
▲ 136.5% YoY Diluted EPS
$3.54
▲ 6980% YoY Gross margin
51.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-11-02
Lumentum Holdings Inc. (LITE) November 2, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-09
Lumentum Holdings Inc. (LITE) September 9, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-09
Lumentum Holdings Inc. (LITE) September 9, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q4
2026-08-11
Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript
Confident tone
Laser chip portfolio (EML / CW)
Near-Packaged Optics (NPO)
Gross margin and operating leverage
Revenue
$1.01B*
▲ 109.3% YoY Gross margin
47.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-06-09
Lumentum Holdings Inc. (LITE) June 9, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-06-03
Lumentum Holdings Inc. (LITE) June 3, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-05-05
Lumentum Holdings Inc. (LITE) Q3 2026 Earnings Call Transcript
Confident tone
OCS (Optical Circuit Switch) ramp and competition
Capacity expansion and capital intensity
Margin expansion and operating leverage
Revenue
$808.40M
▲ 90.1% YoY Diluted EPS
$1.50
Gross margin
44.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-02-26
Lumentum Holdings Inc. (LITE) February 26, 2026 Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-02-03
Lumentum Holdings Inc. (LITE) Q2 2026 Earnings Call Transcript
Confident tone
Capacity constraints and manufacturing ramp
Cloud transceivers and 1.6T transition
Co-packaged optics (CPO) and ultra-high-power lasers
Revenue
$665.50M
▲ 65.5% YoY Diluted EPS
$0.89
Gross margin
36.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-11-04
Lumentum Holdings Inc. (LITE) Q1 2026 Earnings Call Transcript
Confident tone
Cloud transceivers ramp
Reorganization and segment reporting change
Indium phosphide laser chips and components
Revenue
$533.80M
▲ 58.4% YoY Diluted EPS
$0.05
Gross margin
34.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-12
Lumentum Holdings Inc. (LITE) Q4 2025 Earnings Call Transcript
Confident tone
Cloud modules / transceivers
Optical Circuit Switching (OCS)
Co-Packaged Optics (CPO)
Revenue
$480.70M*
▲ 55.9% YoY Gross margin
33.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-06
Lumentum Holdings Inc. (LITE) Q3 2025 Earnings Call Transcript
Confident tone
Thailand manufacturing ramp
AI/cloud demand and capacity
Tariffs and macro uncertainty
Revenue
$425.20M
▲ 16% YoY Diluted EPS
$-0.64
Gross margin
28.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-02-06
Lumentum Holdings Inc. (LITE) Q2 2025 Earnings Call Transcript
Confident tone
Capacity expansion and CapEx
Cloud / AI demand and hyperscale customer ramp
Q3 outlook and fiscal-year guide
Revenue
$402.20M
▲ 9.7% YoY Diluted EPS
$-0.88
Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-11-07
Lumentum Holdings Inc. (LITE) Q1 2025 Earnings Call Transcript
Confident tone
Datacom laser chip and EML demand
Manufacturing capacity expansion outside China
Revenue and margin targets
Revenue
$336.90M
▲ 6.1% YoY Diluted EPS
$-1.21
Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-14
Lumentum Holdings Inc. (LITE) Q4 2024 Earnings Call Transcript
Confident tone
Cloud and AI data center strategy
Telecom softness
Thailand manufacturing capacity expansion
Revenue
$308.30M*
▼ 16.9% YoY Gross margin
16.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-05-06
Lumentum Holdings Inc. (LITE) Q3 2024 Earnings Call Transcript
Confident tone
Product roadmap (1.6T, 800G, 200G EML)
Manufacturing capacity expansion
Cloud & data center strategy
Revenue
$366.50M
▼ 4.4% YoY Diluted EPS
$-1.88
Gross margin
16.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-02-08
Lumentum Holdings Inc. (LITE) Q2 2024 Earnings Call Transcript
Positive tone
800G/1.6T transceiver roadmap
Datacom product transition dip
Cloud Light acquisition and synergies
Revenue
$366.80M
▼ 27.5% YoY Diluted EPS
$-1.47
Gross margin
17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-08
Lumentum Holdings Inc. (LITE) Q1 2024 Earnings Call Transcript
Revenue
$317.60M
▼ 37.3% YoY Diluted EPS
$-1.02
Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-17
Lumentum Holdings Inc. (LITE) Q4 2023 Earnings Call Transcript
Revenue
$370.80M*
▼ 12.2% YoY Gross margin
24.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-09
Lumentum Holdings Inc. (LITE) Q3 2023 Earnings Call Transcript
Revenue
$383.40M
▼ 3% YoY Diluted EPS
$-0.57
▼ 262.9% YoY Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-09
Lumentum Holdings Inc. (LITE) Q2 2023 Earnings Call Transcript
Revenue
$506.00M
▲ 13.3% YoY Diluted EPS
$-0.46
▼ 161.3% YoY Gross margin
32.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-08
Lumentum Holdings Inc. (LITE) Q1 2023 Earnings Call Transcript
Revenue
$506.80M
▲ 13% YoY Diluted EPS
$-0.01
▼ 100.9% YoY Gross margin
39.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-16
Lumentum Holdings Inc. (LITE) Q4 2022 Earnings Call Transcript
Revenue
$422.10M*
▲ 7.7% YoY Gross margin
43.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-04
Lumentum Holdings Inc. (LITE) Q3 2022 Earnings Call Transcript
Revenue
$395.40M
▼ 5.7% YoY Diluted EPS
$0.35
▼ 87.7% YoY Gross margin
42.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-02-03
Lumentum Holdings Inc. (LITE) Q2 2022 Earnings Call Transcript
Revenue
$446.70M
▼ 6.7% YoY Diluted EPS
$0.75
▼ 29.2% YoY Gross margin
46.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-11-04
Lumentum Holdings Inc. (LITE) Q1 2022 Earnings Call Transcript
Revenue
$448.40M
▼ 0.9% YoY Diluted EPS
$1.08
▲ 25.6% YoY Gross margin
51.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-18
Lumentum Holdings Inc. (LITE) Q4 2021 Earnings Call Transcript
Revenue
$392.10M
▲ 6.5% YoY Diluted EPS
$0.28
Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-05-12
Lumentum Holdings Inc. (LITE) Q3 2021 Earnings Call Transcript
Revenue
$419.50M
▲ 4.1% YoY Diluted EPS
$2.85
▲ 408.9% YoY Gross margin
44.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-02-02
Lumentum Holdings Inc. (LITE) Q2 2021 Earnings Call Transcript
Revenue
$478.80M
▲ 4.6% YoY Diluted EPS
$1.06
▲ 68.3% YoY Gross margin
48.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-11-02
Lumentum Holdings Inc. (LITE) Q1 2021 Earnings Call Transcript
Revenue
$452.40M
▲ 0.6% YoY Diluted EPS
$0.86
▲ 41% YoY Gross margin
45.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-11
Lumentum Holdings Inc. (LITE) Q4 2020 Earnings Call Transcript
Revenue
$368.10M
▼ 9% YoY Diluted EPS
$-0.06
Gross margin
36.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-05-05
Lumentum Holdings Inc. (LITE) Q3 2020 Earnings Call Transcript
Revenue
$402.80M
▼ 7% YoY Diluted EPS
$0.56
Gross margin
39.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-02-04
Lumentum Holdings Inc. (LITE) Q2 2020 Earnings Call Transcript
Revenue
$457.80M
▲ 22.5% YoY Diluted EPS
$0.63
▲ 687.5% YoY Gross margin
41.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
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1633978
CUSIP
55024U109
13F (30d)
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