Welcome to our dedicated page for Lumentum Hldgs news (Ticker: LITE), a resource for investors and traders seeking the latest updates and insights on Lumentum Hldgs stock.
Lumentum Holdings Inc. develops and manufactures optical and photonic products for AI and cloud data-center connectivity, telecom networks, industrial manufacturing, sensing and life-science uses. Its recurring news includes quarterly financial results, product demonstrations for scale-out, scale-up and scale-across optical infrastructure, and updates on lasers, modules, transceivers, optical subsystems and indium phosphide devices.
Company announcements also cover investor conferences, index-related milestones, and capacity or customer developments tied to high-speed data-center and networking demand. The business is commonly reported through its Optical Communications and Commercial Lasers activities, including components for access, metro, long-haul and submarine network applications.
Lumentum (NASDAQ:LITE) announced management’s participation in several upcoming investor events. On August 17, 2026, it will join Rosenblatt’s 6th Annual Technology Summit (virtual). On August 18, it presents at the virtual 6th Nasdaq Investor Conference in Asia. On August 27, Lumentum will attend the 2026 Deutsche Bank Technology Conference in Dana Point, CA, with a webcast available. The company will also present at Citi’s 2026 Global TMT Conference in New York on September 9 and attend Wolfe Research TMT Conference 2026 in San Francisco on September 10. Institutional investors are directed to contact the respective firm representatives.
Lumentum (NASDAQ: LITE) reported fiscal Q4 2026 net revenue of $1.006 billion, up 24.5% sequentially and 109.3% year over year. GAAP gross margin was 47.4% and GAAP operating margin 27.8%, while non-GAAP gross and operating margins were 50.4% and 36.6%, respectively.
Q4 GAAP net loss was $7.2 billion (–$84.65 per diluted share), driven by a one-time, non-cash $7.8 billion loss on debt extinguishment from equitizing certain convertible notes. Non-GAAP net income was $326.3 million or $3.23 per diluted share.
For full-year 2026, net revenue reached $3.014 billion, up 83.2% from 2025. GAAP net loss was $6.9 billion (–$92.96 per share), while non-GAAP net income was $782.3 million or $8.67 per share. Cash, cash equivalents, and short-term investments totaled $2.7 billion at year-end. For Q1 fiscal 2027, Lumentum guides revenue of $1.225–$1.275 billion, non-GAAP operating margin of 39.5–40.5%, and non-GAAP diluted EPS of $4.05–$4.35.
Lumentum (NASDAQ:LITE) announced that President and CEO Michael Hurlston has been selected to receive the 2026 Optica i4 Individual Achievement Prize, recognizing his leadership and contributions to the global optics and photonics industry and alignment with Optica’s values of Innovation, Integrity, Inclusion, and Impact.
Hurlston was chosen from more than 30 nominations by a jury from the Optica Corporate Engagement Council. According to Lumentum, since becoming CEO in February 2025, he has led a period of significant growth and strengthened the company’s position in cloud and AI infrastructure, communications networks, industrial and advanced sensing markets. The award will be presented at the Global Photonics Economic Forum 2026 in Málaga, Spain, on September 24, 2026.
Lumentum (NASDAQ:LITE) announced it will release its fiscal fourth quarter and full year 2026 financial results on Tuesday, August 11, 2026, after the market closes. The company will host an audio webcast the same day at 2:00 p.m. PT / 5:00 p.m. ET, accessible via the Investors section of its website.
The earnings press release will appear in the News Releases section at investor.lumentum.com, and additional supporting materials for the conference call and earnings release will be posted under the site’s Events section. Analysts can pre-register online to participate in the interactive Q&A portion of the webcast.
Lumentum (NASDAQ:LITE) announced that Chair of the Board Penny Herscher and President and CEO Michael Hurlston will speak at the Rome Conference on AI, Ethics, and Governance, held June 18–20, 2026.
They will join panels on AI benefits, challenges, and energy-efficient infrastructure.
REX Shares and Tuttle Capital Management launched the T-REX 2X Long ASTS Daily Target ETF (ASUP) and T-REX 2X Long LITE Daily Target ETF (LITU) on Cboe. These funds target 2x daily long exposure to AST SpaceMobile (ASTS) and Lumentum (LITE), respectively.
The launch expands the T-REX suite to over 40 leveraged and inverse single-stock ETFs, including existing 2x products tied to Robinhood, Nvidia, and Tesla. Investing in ASUP or LITU is not the same as investing directly in ASTS or LITE.
Lumentum (Nasdaq:LITE) announced that it will be added to the Nasdaq-100 Index, marking a new milestone in its global growth path. The company is expected to join the index before market open on Monday, May 18, 2026.
According to Lumentum, inclusion highlights the role its optical and photonic products play in AI-driven infrastructure and data centers, including emerging use cases such as co-packaged optics, optical circuit switches, and 200G lasers. Management also notes enhanced visibility with global investors.
Lumentum (NYSE:LITE) will participate in multiple investor events in May–June 2026, offering presentations and one‑on‑one meetings with institutional investors.
Key dates include virtual Needham on May 14, 2026, J.P. Morgan webcast on May 18, 2026 (8:25 a.m. ET), and conferences through June 17, 2026. Institutional investors should contact their firm representative to request meetings.
Lumentum (NASDAQ: LITE) reported fiscal Q3 2026 results for the quarter ended March 28, 2026. Net revenue was $808.4 million (90.1% Y/Y, 21.5% Q/Q). GAAP net income was $144.2 million ($1.50 diluted EPS); non-GAAP net income was $225.7 million ($2.37 diluted EPS).
Margins expanded materially: GAAP gross margin 44.2%, non-GAAP gross margin 47.9%; company guides Q4 revenue of $960M–$1.01B, non-GAAP operating margin 35.0%–36.0%, and non-GAAP EPS $2.85–$3.05.
Tradr ETFs launched two first-to-market single-stock short leveraged ETFs on April 23, 2026: Tradr 2X Short LITE Daily ETF (Cboe: LITZ) tracking Lumentum (Nasdaq: LITE) and Tradr 2X Short SNDK Daily ETF (Cboe: SNDQ) tracking Sandisk (Nasdaq: SNDK).
Each fund seeks -200% of the daily return of its underlying stock, targets sophisticated traders, and joins Tradr’s lineup that manages over $4 billion in leveraged ETF assets.