earnings
confidence high
sentiment positive
materiality 0.75
Lumentum Q3 FY2025 revenue $425.2M, beats guidance; non-GAAP EPS $0.57
Lumentum Holdings Inc.
2025-Q3 EPS
reported -$2.72
vs consensus $1.05
▼ miss
(-359.4%)
- GAAP net loss $44.1M ($0.64/share); non-GAAP net income $40.9M ($0.57/share).
- Revenue up 16% YoY to $425.2M; Cloud & Networking segment $365.2M (+16.4% YoY).
- GAAP gross margin 28.8% (up 1260 bps YoY); non-GAAP gross margin 35.2% (up 650 bps YoY).
- Non-GAAP operating margin improved to 10.8% from negative 0.2% in prior year.
- CEO Michael Hurlston cites AI-driven cloud demand driving momentum into Q4 and beyond.