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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST

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From: Sam8/12/2025 4:09:34 PM
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Lumentum killing it!

Lumentum Non-GAAP EPS of $0.88 beats by $0.07, revenue of $480.7M beats by $10.78M

  • Lumentum press release (NASDAQ: LITE): Q4 Non-GAAP EPS of $0.88 beats by $0.07.
  • Revenue of $480.7M (+55.9% Y/Y) beats by $10.78M.
  • Lumentum expects the following for the first quarter of fiscal year 2026:

    • Net revenue in the range of $510 million to $540 million vs $499.85M consensus
    • Non-GAAP operating margin of 16.0% - 17.5%
    • Non-GAAP diluted earnings per share of $0.95 to $1.10 vs $0.88 consensus

seekingalpha.com
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