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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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Sam

To: Sam who wrote (95328)	11/5/2025 10:19:34 AM
From: Return to Sender	1 Recommendation of 95616

Lumentum beats by $0.07, beats on revs; guides Q2 EPS above consensus, revs above consensus +20.31% Reports Q1 (Sep) earnings of $1.10 per share, excluding non-recurring items, $0.07 better than the FactSet Consensus of $1.03; revenues rose 58.4% year/year to $533.8 mln vs the $526.47 mln FactSet Consensus. Co issues upside guidance for Q2, sees EPS of $1.30-1.50, excluding non-recurring items, vs. $1.17 FactSet Consensus; sees Q2 revs of $630-670 mln vs. $561.41 mln FactSet Consensus.

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