Lumentum Hldgs Inc Stock Price, News & Analysis

Lumentum (NASDAQ:LITE) reported strong Q4 FY2025 results with revenue of $480.7 million, up 55.9% year-over-year, driven by robust demand for AI data center products. The company achieved a Non-GAAP operating margin of 15.0% and earnings of $0.88 per diluted share.

For full FY2025, Lumentum delivered revenue of $1.65 billion, representing 21.0% growth, with Non-GAAP net income of $146.4 million. The Cloud & Networking segment showed exceptional performance with 30.0% annual growth.

Looking ahead, Lumentum projects Q1 FY2026 revenue between $510-540 million with Non-GAAP operating margin of 16.0-17.5%, expressing confidence in reaching $600 million in quarterly revenue by June 2026 or earlier.

Lumentum (NASDAQ:LITE) announced a major expansion of its U.S.-based semiconductor facility, focusing on ultra-high-power (UHP) laser production for AI infrastructure. The expansion at their Rose Orchard Way facility in San Jose, California will strengthen America's position in the global AI supply chain and create high-skilled engineering and manufacturing jobs.

The company's UHP lasers, built on indium phosphide technology, are crucial components in Co-Packaged Optics (CPO) platforms that power modern AI data centers. Notably, Lumentum is collaborating with NVIDIA on advanced networking technologies for AI infrastructure, addressing the growing demand for energy-efficient optical interconnects.

Lumentum (NASDAQ:LITE) has scheduled its fiscal fourth quarter and full year 2025 financial results announcement for Tuesday, August 12, 2025, after market close. The company will host a conference call at 2:00 p.m. PT/5:00 p.m. ET on the same day.

Participants can access the call via telephone using the dial-in numbers (833) 470-1428 or (404) 975-4839 with Conference ID 554196. Pre-registration is available and recommended. The earnings release and supporting materials will be available on the company's investor relations website.

Blues, a leader in IoT connectivity solutions, has appointed Ian Small as its new CEO. Small, former CEO of Evernote (2018-2023), brings over 30 years of technology industry experience and a strong track record in scaling companies. This announcement follows Blues' recent $25 million funding round led by Sequoia Capital.

Small's appointment comes at a crucial time as Blues expands its presence in helping enterprises transform physical products into intelligent services. The company specializes in making IoT connectivity simple and secure across various sectors including industrial manufacturing, logistics, and energy. Small's extensive experience includes roles at Telefónica S.A., Apple, and board positions at Lumentum (NASDAQ:LITE).

Lumentum Holdings (LITE) announced its participation in Laser World of Photonics 2025 in Munich, Germany, where it will showcase its latest laser technologies at Hall A2, Stand 337. The company will display advanced products including: the PicoBlade Core ultrafast laser platform delivering 150W power with sub-12 picosecond pulses; the Q-Series high-power diode-pumped UV and green lasers; the new Q391 nanosecond-pulsed UV laser with 1mJ pulse energies; specialty fibers and components for industrial applications; and VCSEL solutions for 3D sensing in industrial and automotive uses. These innovations focus on enabling high-throughput precision manufacturing across sectors like consumer electronics, energy storage, and automotive applications.

Lumentum (LITE) has launched PicoBlade Core, a groundbreaking ultrafast laser platform for industrial micromachining. The new platform is three times lighter and half the size of its predecessor, PicoBlade 3, while offering configurations across infrared, green, and ultraviolet wavelengths. PicoBlade Core delivers up to 150 watts average power, <12 picosecond pulse width, and 8 MHz pulse repetition rate. The system is designed for high-throughput precision manufacturing in industries including printed circuit board, battery cell, solar cell, and consumer electronics. Key features include closed-loop power control, integrated nonlinear optics, beam shaping capabilities, and advanced pulse engineering with AccuTrig, MegaBurst, and FlexBurst technologies. The product is currently in sampling phase with select customers and will be showcased at Laser World of Photonics in Munich from June 24-27, 2025.

Lumentum Holdings (LITE), a leading designer and manufacturer of optical and photonic products, announced an inducement grant to Rafik Ward, the company's SVP of Corporate Development and Chief Marketing Officer. The grant consists of 31,412 restricted stock units (RSUs) of Lumentum common stock, awarded on May 15, 2025. The vesting schedule includes 25% of the award vesting after one year, with the remaining 75% vesting in approximately equal quarterly installments over the following twelve quarters, contingent on Ward's continued employment. The grant was made under Lumentum's 2025 Inducement Equity Incentive Plan but will follow similar terms as the company's 2015 Equity Incentive Plan.

Lumentum (LITE) reported its fiscal Q3 2025 results with net revenue of $425.2 million, up 16% year-over-year and 5.7% sequentially. The company posted a GAAP net loss of $0.64 per share, while non-GAAP earnings were $0.57 per share. Cloud & Networking segment revenue reached $365.2 million (85.9% of total), growing 16.4% YoY. The company's non-GAAP gross margin improved to 35.2%, up from 28.7% in the year-ago quarter. New CEO Michael Hurlston highlighted strong demand from cloud customers and a recovering networking market. Looking ahead, Lumentum forecasts Q4 2025 revenue between $440-470 million with non-GAAP EPS of $0.70-$0.80.

Lumentum Holdings (LITE) has announced its participation in four major upcoming investor conferences in May and June 2025:

• 20th Annual Needham Technology, Media & Consumer 1x1 Conference (Virtual) on May 9
• 53rd Annual J.P. Morgan Global Technology Conference in Boston on May 13
• 22nd Annual Craig-Hallum Institutional Investor Conference in Minneapolis on May 28
• BofA Securities 2025 Global Technology Conference in San Francisco on June 4

Management will be available for meetings and presentations at various times during these events. Institutional investors interested in participating should contact their representatives at the respective firms.