Welcome to our dedicated page for Lumentum Holdings news (Ticker: LITE), a resource for investors and traders seeking the latest updates and insights on Lumentum Holdings 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 will participate in two upcoming investor events: the Susquehanna 15th Annual Technology Conference on February 26, 2026 (meetings 8:30 a.m.–5:00 p.m. ET) and the Morgan Stanley TMT Conference on March 2, 2026 (presentation 11:30 a.m. PT; meetings 8:30 a.m.–4:45 p.m. PT).
Institutional investors should contact their firm representatives for meeting availability. A webcast link is provided for the Morgan Stanley presentation.
Lumentum (NASDAQ: LITE) reported fiscal Q2 2026 results for the quarter ended December 27, 2025. Net revenue $665.5M, GAAP net income $78.2M ($0.89/share), non-GAAP net income $143.9M ($1.67/share). GAAP gross margin 36.1%, non-GAAP gross margin 42.5%.
Management highlighted >65% YoY revenue growth, backlog above $400M for optical circuit switches, and an incremental multi‑hundred‑million‑dollar CPO order deliverable in H1 2027. Q3 guidance: $780M–$830M revenue, non‑GAAP operating margin 30%–31%, non‑GAAP EPS $2.15–$2.35.
Lumentum (NASDAQ:LITE) will host an investor briefing at OFC 2026 in Los Angeles on Tuesday, March 17, 2026, from 10:15–11:45 a.m. PT. The in-person event is at JW Marriott Los Angeles L.A. LIVE, Platinum Ballroom; doors open at 10:00 a.m. PT.
According to Lumentum, investors may register for in-person or virtual attendance on the company’s Investor Relations website, and a webcast replay and presentation deck will be posted after the briefing.
Tradr ETFs will launch three first-to-market single-stock leveraged ETFs on Jan 27, 2026, each seeking 200% (2×) daily long exposure to a specific Nasdaq stock and listing on Cboe.
The expected launches are: LITX tracking Lumentum (Nasdaq: LITE), SNXX tracking Sandisk (Nasdaq: SNDK), and WDCX tracking Western Digital (Nasdaq: WDC). The issuer notes these products are designed for sophisticated investors and professional traders and warns of significant risks associated with leveraged ETFs.
Lumentum (NYSE:LITE) will showcase next-generation ultrafast, UV, and 3D sensing laser platforms at SPIE Photonics West 2026. The company will exhibit at booth #2343 at the San Francisco Moscone Center from January 20–22, 2026, demonstrating PicoBlade Core (up to 150 W average power, sub-12 ps pulses, multi-wavelength NIR/Green/UV), NQ-Series UV nanosecond lasers (up to 500 µJ at 60 kHz), and scalable 3D sensing VCSELs for industrial and consumer applications.
Lumentum (NYSE:LITE) will release its fiscal second quarter 2026 financial results on Tuesday, February 3, 2026 after market close.
The company will host an audio webcast the same day at 2:00 p.m. PT / 5:00 p.m. ET; a live webcast and replay will be available in the Investors section at http://investor.lumentum.com. The earnings press release and supporting materials will be posted under the News Releases and Events sections. Analysts planning to participate in Q&A are encouraged to pre-register.
Lumentum (NASDAQ:ON) announced the appointment of Thad Trent to its Board of Directors, effective December 15, 2025, expanding the board to nine members.
Trent currently serves as Executive Vice President and Chief Financial Officer of onsemi (NASDAQ:ON) since February 2021 and brings stated expertise in corporate finance, M&A, in-house manufacturing and process efficiency. Lumentum leadership said his experience will support execution of the company's long-term strategy and efforts to capture opportunities in AI and cloud infrastructure markets.
Lumentum (NASDAQ:LITE) announced management will participate in multiple investor events in Nov–Dec 2025, offering webcasts and in-person presentations for investors and analysts.
Scheduled events
- Needham Tech Week (virtual) — Nov 21, 2025, 10:15 a.m.–4:25 p.m. ET
- UBS Global Technology & AI Conference — Dec 3, 2025, 3:35 p.m. MT (webcast link provided)
- Raymond James TMT & Consumer Conference — Dec 8, 2025, 10:40 a.m. ET (webcast link provided)
- Barclays Global Technology Conference — Dec 10, 2025, 9:15 a.m. PT (webcast link to be posted)
Institutional investors should contact their representatives at the hosting firms to participate.
Lumentum (NASDAQ: LITE) reported fiscal Q1 2026 results for the quarter ended September 27, 2025: net revenue $533.8M, GAAP net income $4.2M ($0.05 diluted EPS) and non-GAAP net income $86.4M ($1.10 diluted EPS). Year-over-year revenue rose 58.4% and non-GAAP operating margin expanded to 18.7%. Cash, cash equivalents and short-term investments totaled $1,121.8M, up $244.7M sequentially. For Q2 FY2026 the company guided to $630M–$670M revenue and non-GAAP EPS of $1.30–$1.50, with expected non-GAAP operating margin of 20.0%–22.0%.
Lumentum (NASDAQ:LITE) will release its fiscal Q1 2026 financial results on Tuesday, November 4, 2025 after market close. The company will host an audio webcast the same day at 2:00 p.m. PT / 5:00 p.m. ET. A live webcast and replay will be accessible in the Investors section at http://investor.lumentum.com. The earnings press release will appear under "News Releases," and supporting presentation materials will be posted under "Events and Presentations." Lumentum encourages webcast attendees to pre-register via the provided pre-registration link.