Latest Earnings Results: Q4 '26
Estimated EPS
$2.97
Reported EPS
$3.23
Surprise
+8.8%
Estimated Rev
$987.7M
Reported Rev
$1.01B
Surprise
+1.88%
• Reported GAAP EPS of -$84.65 down -2866.34% YoY • Reported revenue of $1.01B up 109.34% YoY • Lumentum expects the first quarter of fiscal year 2027 to have net revenue in the range of $1.225 billion to $1.275 billion, with non-GAAP operating margin of 39.5% to 40.5%.
Bullish Takeaway
Lumentum delivered strong revenue growth and expanded margins in the fourth quarter of fiscal year 2026, driven by accelerating AI demand and traction in key optical connectivity and cloud module products.
Bearish Takeaway
Lumentum reported a significant non-cash loss on debt extinguishment of $7.8 billion, a sequential decrease in total cash and investments, and exposure to ongoing macroeconomic and geopolitical risks affecting operations.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $4.21 | -- | -- | N/A |
Q4 '26 | $2.97 | $3.23 | 8.80% | BEAT |
Q3 '26 | $2.27 | $2.37 | 4.57% | BEAT |
Q2 '26 | $1.41 | $1.67 | 18.55% | BEAT |
Q1 '26 | $1.03 | $1.10 | 6.75% | BEAT |