Lumentum Q2 FY2022 revenue $446.7M down 6.7% YoY; supply shortages hurt Q3 guidance by >$65M

Lumentum Holdings Inc.

2022-Q2 EPS reported $1.83 revenue$895,100,000

GAAP diluted EPS $0.75; Non-GAAP diluted EPS $1.60 vs $1.79 Q1 and $1.85 year ago.
Revenue $446.7M, down 0.4% Q/Q and 6.7% Y/Y; Optical Communications segment $397.4M (-11.5% Y/Y).
Lasers segment revenue $49.3M, up 66% Y/Y, driven by strong demand across product lines.
CEO: Q3 revenue guidance impacted by >$65M in supply shortages; expects Q4 sequential improvement.
Cash and short-term investments $2.02B; operating cash flow $206.5M; share repurchases $29.9M in Q2.

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