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Lumentum

LITE Q4 2025 Earnings

Reported Aug 12, 2025 at 4:17 PM ET · SEC Source

Q4 25 EPS

$0.88

BEAT +8.64%

Est. $0.81

Q4 25 Revenue

$480.7M

vs S&P Since Q4 25

+683.8%

BEATING MARKET

LITE +695.6% vs S&P +11.7%

Full Year 2025 Results

FY 25 EPS

$2.06

MISS 56.94%

Est. $4.78

FY 25 Revenue

$1.65B

BEAT +0.87%

Est. $1.63B

Market Reaction

Did LITE Beat Earnings? Q4 2025 Results

Lumentum closed out fiscal 2025 with a decisive beat on both top and bottom lines, as the optical components maker reported Q4 revenue of $480.70 million against a consensus estimate of $466.54 million, a 3.04% beat, while non-GAAP EPS of $0.88 clear… Read more Lumentum closed out fiscal 2025 with a decisive beat on both top and bottom lines, as the optical components maker reported Q4 revenue of $480.70 million against a consensus estimate of $466.54 million, a 3.04% beat, while non-GAAP EPS of $0.88 cleared the $0.81 analyst estimate by 8.64%. The headline numbers tell only part of the story: revenue surged 55.9% year-over-year, a testament to the company's deepening role in AI data center infrastructure, where demand for EML chips, pump lasers, and 800G modules drove the Cloud & Networking segment to $424.10 million in quarterly revenue, up 66.5% from a year ago. Shares jumped in aftermarket trading following the release, reflecting investor confidence in a growth trajectory the company itself expects to accelerate, with Q1 FY2026 guidance of $510 million to $540 million in revenue and management expressing conviction it will clear $600 million in quarterly revenue by June 2026 or sooner.

Key Takeaways

  • • Robust demand across cloud products supporting AI data centers
  • • Broad-based outperformance across cloud-focused business
  • • Particular strength in EML chips, pump lasers, narrow linewidth laser assemblies, and 800G modules
  • • Cloud & Networking segment revenue grew 66.5% YoY and 16.1% sequentially
  • • Non-GAAP operating margin expanded to 15.0% from negative 5.1% YoY
24/7 Wall St

LITE YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

LITE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q2 26

“In our fiscal fourth quarter, we executed exceptionally well in meeting robust demand across our portfolio of cloud products supporting AI data centers. This solid performance, combined with sustained customer demand, drove our Q4 revenue above the high end of the upwardly revised guidance we provided in early June. The outperformance was broad-based across our cloud-focused business, with particular strength in components, specifically EML chips, pump lasers, and narrow linewidth laser assemblies for data center interconnect, as well as 800G modules.”

— Michael Hurlston, Q4 2025 Earnings Press Release

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