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Lumentum (LITE) earnings date & Q4 FY2026 results
The quarter in brief
Revenue grew 109.3% y/y to $1.01B, operating margin 27.8% vs −1.7%, net loss $7.16B (vs net income $213M a year earlier).
Key growth driver: Net revenue more than doubled to $1.01 billion from $480.7 million a year earlier as AI data center demand for optical links grew; it was $808.4 million in the… · by the Q4 FY2026 report
Net revenue
$1,006M
up 109% y/y
Next report
not announced yet
All figures in $M.
| Line item | Amount and change |
|---|---|
| Net revenue | $1,006 · +109% |
| Other income, net | $22.6 · +842% |
| Income Tax Benefit | $297 · +32.0% |
| Net (loss) income | $7,162 · vs $213 |
| Cost of sales | $510 · +69.1% |
| Amortization of acquired developed intangibles | $19.2 · −0.5% |
| Research and development | $104 · +31.3% |
| Selling, general and administrative | $91.2 · +9.1% |
| Restructuring and related charges | $2.4 · −53.8% |
| Loss on debt extinguishment | $7,757 · vs $0 |
| Interest expense | $3.6 · −33.3% |
Verdict: revenue grew 109.3% y/y to $1.01B, operating margin 27.8% vs −1.7%, net loss $7.16B (vs net income $213M a year earlier).
GAAP net loss of $84.65 per diluted share; non-GAAP net income $326.3 million, or $3.23 per diluted share; Q1 fiscal 2027 revenue guidance midpoint $1.25 billion; cash, cash equivalents and short-term investments $2.7 billion.
Source and notation
Source: Lumentum press release, 8-K EX-99.1 of 08/11/2026 (SEC EDGAR). Every figure was matched against the income statement in the release; SEC XBRL for this quarter is not published yet, so the XBRL check is pending.
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
- The GAAP net loss of $7.2 billion was driven by the equitization of certain convertible notes, which produced a one-time, non-cash loss on debt extinguishment of $7.8 billion.
- Net revenue more than doubled to $1.01 billion from $480.7 million a year earlier as AI data center demand for optical links grew; it was $808.4 million in the previous quarter.
- Gross margin was 47.4% vs 33.3% a year earlier.
- Operating income was $279M, a 27.8% margin vs −1.7% a year earlier.
- The effective tax rate was 4.0% vs 1971.1% a year earlier.
- Diluted EPS was −$84.65 vs $2.96 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
Who runs the company now
- Michael HurlstonPresident and Chief Executive Officer [1]
- Wajid AliExecutive Vice President and Chief Financial Officer [2]
As of 10/20/2026, per the company’s SEC filings: signatures on the latest report and leadership-change filings.
Positions: the company’s SEC filings. Spotted an error, or is this you and you’d like it corrected or removed? Contact us
How this is compiled
Who runs the company now comes from primary sources only: for US companies, the CEO and CFO signatures on the latest SEC report, and a separate board chair from the proxy statement (DEF 14A); for Russian and Kazakh issuers, the company website and its disclosures. We recheck weekly; if a name can’t be confirmed, or a leadership-change filing came out after the report, we don’t show it until it’s reviewed. History comes from proxy statements, disclosures, Wikipedia and Wikidata; years show when a term started and ended, “since” means the person is in office now. An outcome for a previous employer is shown only when the linked document states it.
Sources · 2
- SEC EDGAR: 10-K 2026-08-17 · SEC EDGAR · 10/20/2026
- SEC EDGAR: 10-K 2026-08-17 · SEC EDGAR · 10/20/2026
Lumentum Holdings Inc. is an American manufacturer of optical and photonic products. · Text: Wikipedia, CC BY-SA 4.0, abridged
It was created in 2015 as a spinoff from JDSU.
Heads-up
- a net loss in Q4 FY2026 ($7,162 · vs $213)
Most likely because the GAAP net loss of $7.2 billion was driven by the equitization of certain convertible notes, which produced a one-time; the effective tax rate was 4.0% vs 1971.1% a year earlier; gross margin was 47.4% vs 33.3% a year earlier. Based on the Q4 FY2026 report.
The company's report ↗Company guidance
Same quarter a year ago (ended September 27, 2025): revenue $534M, EPS (GAAP) $0.05
How we calculate
Year-ago figures are GAAP, from the company's SEC filings (XBRL); EPS is diluted.
LITE earnings history: past report dates
| Aug 11, 2026 Tue | 4:24 pmafter market close | Jun 27, 2026 | ≈$1.0B+109% y/y | ≈−$95.40 |
| May 5, 2026 Tue | 4:11 pmafter market close | Mar 28, 2026 | $808M+90% y/y | $1.50 |
| Feb 3, 2026 Tue | 4:12 pmafter market close | Dec 27, 2025 | $666M+65% y/y | $0.89 |
| Nov 4, 2025 Tue | 4:16 pmafter market close | Sep 27, 2025 | $534M+58% y/y | $0.05 |
| Aug 12, 2025 Tue | 4:17 pmafter market close | Jun 28, 2025 | ≈$481M+56% y/y | ≈$3.10 |
| May 6, 2025 Tue | 4:26 pmafter market close | Mar 29, 2025 | $425M+16% y/y | −$0.64+66% y/y |
| Feb 3, 2025 Mon | 5:15 pmafter market close | Dec 28, 2024 | $402M+10% y/y | −$0.88+40% y/y |
| Nov 7, 2024 Thu | 4:20 pmafter market close | Sep 28, 2024 | $337M+6% y/y | −$1.21−19% y/y |
| Aug 14, 2024 Wed | 4:07 pmafter market close | Jun 29, 2024 | ≈$308M−17% y/y | ≈−$3.75−326% y/y |
| May 6, 2024 Mon | 4:18 pmafter market close | Mar 30, 2024 | $367M−4% y/y | −$1.88−230% y/y |
| Feb 8, 2024 Thu | 8:03 ambefore market open | Dec 30, 2023 | $367M−28% y/y | −$1.47−220% y/y |
| Oct 30, 2023 Mon | 7:06 ambefore market open | Sep 30, 2023 | $318M−37% y/y | −$1.02 |
| Aug 17, 2023 Thu | 7:44 ambefore market open | Jul 1, 2023 | ≈$371M−12% y/y | ≈−$0.88 |
| May 9, 2023 Tue | 7:52 ambefore market open | Apr 1, 2023 | $383M−3% y/y | −$0.57 |
| Feb 9, 2023 Thu | 7:46 ambefore market open | Dec 31, 2022 | $506M+13% y/y | −$0.46 |
| Nov 8, 2022 Tue | 7:35 ambefore market open | Oct 1, 2022 | $507M+13% y/y | −$0.01 |
| Aug 16, 2022 Tue | 7:47 ambefore market open | Jul 2, 2022 | ≈$422M+8% y/y | ≈$0.49+75% y/y |
| May 4, 2022 Wed | 7:47 ambefore market open | Apr 2, 2022 | $395M−6% y/y | $0.35−88% y/y |
| Feb 3, 2022 Thu | 8:00 ambefore market open | Jan 1, 2022 | $447M−7% y/y | $0.75−29% y/y |
| Nov 4, 2021 Thu | 8:01 ambefore market open | Oct 2, 2021 | $448M−1% y/y | $1.08+26% y/y |
| Aug 18, 2021 Wed | 7:45 ambefore market open | Jul 3, 2021 | $392M+7% y/y | $0.28 |
| May 12, 2021 Wed | 8:00 ambefore market open | Apr 3, 2021 | $420M+4% y/y | $2.85+409% y/y |
| Jan 19, 2021 Tue | 8:34 ambefore market open | Dec 26, 2020 | $479M+5% y/y | $1.06+68% y/y |
| Nov 2, 2020 Mon | 7:47 ambefore market open | Sep 26, 2020 | $452M+1% y/y | $0.86+41% y/y |
| Aug 11, 2020 Tue | 7:58 ambefore market open | Jun 27, 2020 | $368M−9% y/y | −$0.06+82% y/y |
| May 5, 2020 Tue | 7:58 ambefore market open | Mar 28, 2020 | $403M−7% y/y | $0.56 |
| Feb 4, 2020 Tue | 8:45 ambefore market open | Dec 28, 2019 | $458M+23% y/y | $0.63+688% y/y |
| Oct 31, 2019 Thu | 8:11 ambefore market open | Sep 28, 2019 | $450M+27% y/y | $0.61−15% y/y |
| Aug 8, 2019 Thu | 8:17 ambefore market open | Jun 29, 2019 | $405M+34% y/y | −$0.34 |
| May 7, 2019 Tue | 8:32 ambefore market open | Mar 30, 2019 | $433M+45% y/y | −$0.98 |
| Feb 5, 2019 Tue | 7:57 ambefore market open | Dec 29, 2018 | $374M−8% y/y | $0.08−97% y/y |
| Nov 1, 2018 Thu | 8:18 ambefore market open | Sep 29, 2018 | $354M+46% y/y | $0.72 |
| Aug 8, 2018 Wed | 8:21 ambefore market open | Jun 30, 2018 | ≈$301M+35% y/y | ≈$0.40 |
| May 2, 2018 Wed | 8:17 ambefore market open | Mar 31, 2018 | $299M+17% y/y | $0.04 |
| Feb 6, 2018 Tue | 8:12 ambefore market open | Dec 30, 2017 | $405M+53% y/y | $3.05 |
| Nov 1, 2017 Wed | 8:23 ambefore market open | Sep 30, 2017 | $243M−6% y/y | $0.04 |
| Aug 9, 2017 Wed | 8:19 ambefore market open | Jul 1, 2017 | $223M−8% y/y | −$0.90 |
| May 4, 2017 Thu | 8:16 ambefore market open | Apr 1, 2017 | $256M+11% y/y | −$0.92−608% y/y |
| Feb 7, 2017 Tue | 4:19 pmafter market close | Dec 31, 2016 | $265M+21% y/y | $0.11+120% y/y |
| Oct 27, 2016 Thu | 4:12 pmafter market close | Oct 1, 2016 | $258M+21% y/y | −$0.06 |
| Aug 9, 2016 Tue | 4:14 pmafter market close | Jul 2, 2016 | $242M+16% y/y | $0.23 |
| May 4, 2016 Wed | 4:16 pmafter market close | Apr 2, 2016 | $230M+16% y/y | −$0.13 |
| Feb 4, 2016 Thu | 4:14 pmafter market close | Dec 26, 2015 | $218M+4% y/y | $0.05 |
| Nov 10, 2015 Tue | 4:10 pmafter market close | Sep 26, 2015 | $213M−3% y/y | $0.00 |
Show all 44 reports since 2015Show fewer
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Companies that file the 8-K late in the evening publish the release the next morning: the date is that morning, before market open, and the evening filing time is not shown. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Lumentum: 14-year financials
| FY2026 | 3,014 | 525 | −6,935 | 300 |
| FY2025 | 1,645 | −180 | 25.9 | −105 |
| FY2024 | 1,359 | −434 | −547 | −108 |
| FY2023 | 1,767 | −116 | −132 | 51.3 |
| FY2022 | 1,713 | 303 | 199 | 368 |
| FY2021 | 1,743 | 527 | 397 | 654 |
| FY2020 | 1,679 | 204 | 136 | 438 |
| FY2019 | 1,565 | −21.6 | −36.4 | 164 |
| FY2018 | 1,248 | 140 | 248 | 154 |
| FY2017 | 1,002 | 47.6 | −103 | −53.1 |
| FY2016 | 903 | 11.5 | 9.3 | 4.6 |
| FY2015 | 837 | −23.4 | −3.4 | −44.3 |
| FY2014 | 818 | 8.7 | 10.7 | −1.4 |
| FY2013 | 770 | 3.9 | 6.5 | 23 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP)*.
How we calculate
Figures are annual report lines; if a year was later restated (discontinued operations, mergers), we use the latest filing that shows it. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing. The company’s fiscal year doesn’t match the calendar year, so years follow the company’s own labels. History starts in fiscal 2013: earlier years aren’t in the company’s SEC filings (it’s younger or was spun off).
Shareholders’ equity at Jun 27, 2026: $4.6B (64% of total assets). Compare with other S&P 500 companies →
Lumentum (LITE) earnings: FAQ
When is LITE's next earnings date?
We have not yet seen an announcement of the date from Lumentum (LITE). Based on last year's report on Nov 4, 2025, the next report is expected around Nov 3, 2026.
What time does LITE report earnings?
Lumentum usually reports after market close: its latest results release was filed with the SEC at 4:24 pm ET on Aug 11, 2026.
When did LITE last report earnings?
Lumentum reported Q4 FY2026 results on Aug 11, 2026.
Where can I find Lumentum's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to LITE's filings; this page breaks the latest report down in a Sankey chart.
How has Lumentum's revenue changed since 2013?
Per its 10-K filings, revenue grew 3.9x: $770M in fiscal 2013 and $3,014M in fiscal 2026. The latest year is the highest in the table. Year-by-year figures are in the table above.
New to earnings reports? Start with how to read an earnings report.
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