---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40444697.md"
description: "CEO Michael Hurlston stated in the earnings report that while the nearly 90% revenue growth rate is certainly impressive, the most remarkable achievement this quarter lies in the continuous expansion of profit margins. The 32.2% non-GAAP operating profit margin this quarter is already far above the typical 15%-20% level of traditional optical component companies, fully demonstrating the strong pricing power and economies of scale of the high-end optical chip business during the AI demand boom. Key factors driving margin expansion, besides the high-margin product mix optimization brought by the large-scale shipment of EML lasers, also include the outstanding performance of the "scale expansion" components (pump lasers and narrow-linewidth laser components). Management expects that as the two major mid-to-long-term core growth engines, CPO (Co-Packaged Optics) and OCS (Optical Circuit Switch), begin to contribute substantially to revenue in the coming quarters, the company's profit center is expected to shift further upward.Will take a closer look later. Storage is so scary 😂 Back to the previous feeling.$Lumentum(LITE.US)"
datetime: "2026-05-05T22:45:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40444697.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40444697.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40444697.md)
author: "[佩宁Penny财商成长系](https://longbridge.com/en/profiles/17154496.md)"
---

# CEO Michael Hurlston stated in the earnings report…


### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)

## Comments (4)

- **做t小能手 · 2026-05-06T00:16:13.000Z**: Should be able to get back on my feet tonight, been a bit too carried away staying in storage lately 😂
  - **佩宁Penny财商成长系** (2026-05-06T00:18:31.000Z): This week might be tough...a few earnings reports from the 'Guang' companies, but anyway, the mid-term doesn't matter.
- **做t小能手 · 2026-05-06T00:10:11.000Z**: It exceeded expectations, so why did it still drop so much... sigh...
  - **佩宁Penny财商成长系** (2026-05-06T00:12:58.000Z): A drop doesn't mean it's bad; the current price is influenced by multiple intertwined factors.