$879.82
▼ -0.2% Today
as of Sep 4, 16:51 ET
Last 30 days
Recent Press Releases & News
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Deutsche Bank Names Lumentum and Coherent Top AI Picks as Spending Surges
Lumentum Sets Up After 148% Gain; AI Summer Swoon Yields New Buy Point
Deutsche Bank Initiates Lumentum Holdings at Buy With $1,200 Price Target
Overview
52-week range
$144
$1.1K
78% of range
Avg surprise (last 3)
-125.4%
Avg reaction (last 2)
+1.9%
100% positive
Latest IV / EM
74%
EM ±3.1% · $845 · Sep 4
Earnings trends
EPS — actual vs estimate
Actual Estimate
Revenue vs Net Income
Revenue Net income
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Tue May 5, 2026 | Mar/2026 | $1.88 | $1.81 | +3.9% | +726.7% | +1.9% | earnings |
| Sat Dec 27, 2025 | Dec 2025 | $0.89 | — | — | — | — | financials |
| Sat Sep 27, 2025 | Sep 2025 | $0.05 | — | — | — | — | financials |
| Tue Aug 12, 2025 | Jun/2025 | $0.32 | $0.10 | +220.0% | — | — | earnings |
| Tue May 6, 2025 | Mar/2025 | $-0.30 | $0.06 | -600.0% | — | +2.0% | earnings |
| Sat Dec 28, 2024 | Dec 2024 | $-0.88 | — | — | — | — | financials |
| Sat Sep 28, 2024 | Sep 2024 | $-1.21 | — | — | — | — | financials |
| Sat Mar 30, 2024 | Mar 2024 | $-1.88 | — | — | — | — | financials |
| Sat Dec 30, 2023 | Dec 2023 | $-1.47 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $-1.02 | — | — | — | — | financials |
| Sat Apr 1, 2023 | Apr 2023 | $-0.57 | — | — | — | — | financials |
| Sat Dec 31, 2022 | Dec 2022 | $-0.46 | — | — | — | — | financials |
| Sat Oct 1, 2022 | Oct 2022 | $-0.01 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $808M | $666M | $534M | — | $425M | $402M | $337M | — |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | $357M | $240M | $182M | — | $122M | $100M | $78M | — |
| Operating income | $174M | $64M | $7M | — | $-38M | $-52M | $-82M | — |
| Net income | $144M | $78M | $4M | — | $-44M | $-61M | $-82M | — |
| EPS (diluted) | $1.50 | $0.89 | $0.05 | — | $-0.64 | $-0.88 | $-1.21 | — |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $2.62B | $658M | $773M | $521M | $516M | $480M | $489M | $437M |
| Inventory | $633M | $570M | $532M | $470M | $423M | $402M | $403M | $398M |
| Total current assets | $4.40B | $2.28B | $2.09B | $1.72B | $1.67B | $1.65B | $1.64B | $1.59B |
| Total assets | $7.03B | $4.81B | $4.61B | $4.22B | $3.98B | $3.97B | $3.97B | $3.93B |
| Long-term debt | $43M | $47M | $2.16B | $2.56B | $2.56B | $2.56B | $2.57B | $2.50B |
| Total liabilities | $4.05B | $3.96B | $3.83B | $3.08B | $3.10B | $3.09B | $3.07B | $2.97B |
| Total equity | $2.97B | $847M | $781M | $1.13B | $880M | $872M | $896M | $957M |