Q4 FY2026 EarningsFY26 beat revenue consensus with $3,014.0M vs. $2,993.26M expected, driven by a 173% surge in cloud transceiver shipments and strong demand for 200G laser chips. GAAP EPS of -$92.96 was a significant miss against the $4.94 expectation, primarily due to a non-cash $7.76B loss on debt extinguishment from aggressive note equitizations. Operating cash flow of $751.4M exceeded the $525.35M consensus by 43.03%, while a strategic $2.0B investment from NVIDIA significantly strengthened the liquidity position.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Lumentum(LITE) the Revenue is 1.006 B (+109.3%), Beat estimate;the EBIT is 368.8 M (+410.1%), Beat estimate;the EPS is -84.65 (-2960%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.01B109.34%
0.99B105.47%
+0.02B3.87%
EBITExceed expectations
0.37B410.10%
0.35B384.88%
+0.02B25.22%
EPSMiss expectations
-84.652959.80%
2.34820.68%
-86.99802,939.12%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf