LITE · Lumentum Holdings Inc.
$926.14
+45.73 (+5.19%)
At close · Aug 14
Market Cap
$72.55B
Shares
77.80M
Lumentum Holdings Inc. Earnings Call Transcripts
Every quarterly earnings call for Lumentum Holdings Inc. (LITE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲13%
$506.80M
−$400,000
'23 Q1
22-11-08
▲13.3%
$506.00M
−$31.70M
'23 Q2
23-02-09
▼3%
$383.40M
−$39.30M
'23 Q3
23-05-09
▼12.2%
$370.80M
−$60.20M
'23 Q4
23-08-17
▼37.3%
$317.60M
−$67.90M
'24 Q1
23-11-08
▼27.5%
$366.80M
−$99.10M
'24 Q2
24-02-08
▼4.4%
$366.50M
−$127.00M
'24 Q3
24-05-06
▼16.9%
$308.30M
−$252.50M
'24 Q4
24-08-14
▲6.1%
$336.90M
−$82.40M
'25 Q1
24-11-07
▲9.7%
$402.20M
−$60.90M
'25 Q2
25-02-06
▲16%
$425.20M
−$44.10M
'25 Q3
25-05-06
▲55.9%
$480.70M
$213.30M
'25 Q4
25-08-12
▲58.4%
$533.80M
$4.20M
'26 Q1
25-11-04
▲65.5%
$665.50M
$78.20M
'26 Q2
26-02-03
LATEST
▲90.1%
$808.40M
$144.20M
'26 Q3
26-05-05
Conference
Investor event
2026-09-10
Wolfe Research TMT Conference 2026
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-09
Citi’s 2026 Global TMT Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-27
2026 Deutsche Bank Technology Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-18
6th Nasdaq Investor Conference in Asia
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q4
2026-08-11
Q4 2026 Lumentum Earnings Conference Call
Confident tone
Laser chip portfolio (EML / CW)
Near-Packaged Optics (NPO)
Gross margin and operating leverage
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-05-05
Lumentum Holdings Inc. Q3 FY2026 Earnings Call
Revenue
$808.40M
▲ 90.1% YoY Diluted EPS
$1.50
Gross margin
44.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-02-03
Lumentum Holdings Inc. Q2 FY2026 Earnings Call
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. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
Revenue
$392.10M*
▲ 6.5% YoY Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-05-12
Lumentum Holdings Inc. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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
Showing 1–31 of 31 earnings calls
Key facts
CIK
1633978
CUSIP
55024U109
13F (30d)
1194 filings
1172 filers
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