Lumentum Q4 revenue $480.7M beats guidance; non-GAAP EPS $0.88; sees $600M quarterly revenue by June 2026

Lumentum Holdings Inc.

2025-FY EPS reported $0.37 revenue$1,645,000,000

Q4 net revenue $480.7M, up 55.9% YoY; GAAP net income $213.3M ($2.96 EPS); non-GAAP net income $63.3M ($0.88 EPS).
Cloud & Networking revenue $424.1M (88.2% of total), up 66.5% YoY driven by AI data center demand (EML chips, 800G modules).
FY2025 revenue $1.645B, up 21% YoY; GAAP net income $25.9M vs loss $546.5M in FY2024; non-GAAP EPS $2.06.
Management confident in surpassing $600M quarterly revenue by June 2026 or earlier, citing strong AI demand.

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