Lumentum Q4 FY22 revenue $422.1M, EPS beats; guide sees smartphone headwind

Lumentum Holdings Inc.

2022-FY EPS reported $2.68 revenue$1,712,600,000

Q4 net revenue $422.1M (+6.8% QoQ, +7.7% YoY); GAAP EPS $0.49, non-GAAP EPS $1.47, both above guidance top end.
Full year FY22 revenue $1.71B (-1.7% YoY); GAAP EPS $2.68, non-GAAP EPS $6.05; cash from ops $459.3M.
Optical Communications rev. $1.52B (-6.3% YoY); Lasers rev. $194.1M (+59% YoY) driven by strong demand.
Completed NeoPhotonics acquisition Aug 3; also announced purchase of IPG's telecom transmission product lines.
FY23 outlook: expects double-digit revenue growth despite 3D sensing normalization; $410.2M buyback remains.

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