Lumentum Revenue Jumps 56 Percent in Q4
Lumentum (NASDAQ:LITE), a maker of optical and photonic components for cloud, networking, and industrial applications, released its fiscal fourth-quarter results on August 12, 2025. The key news: GAAP revenue reached $480.7 million, beating the average analyst estimate by $10.78 million (GAAP), while non-GAAP earnings per share (EPS) landed at $0.88, also above expectations. This performance was powered by surging demand in the Cloud Networking segment and significant gains in profitability. Gross margin and operating margin (GAAP and non-GAAP) improved sharply year over year. Results topped the company’s recently raised guidance and showed broad-based momentum, positioning the company for further gains.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q3 2025 earnings report.
Lumentum designs and manufactures advanced optical and photonic components. Its products are used in cloud data centers, artificial intelligence (AI) infrastructure, high-speed networking, and industrial applications. The company’s main revenue drivers are high-speed optical transceivers and laser components used for data transmission in cloud environments and telecom networks.
Source Fool.com
