Lumentum Q1 FY2026 revenue $533.8M (+58% YoY); non-GAAP EPS $1.10 beats high end of guidance

Lumentum Holdings Inc.

2026-Q1 EPS reported $0.05 revenue$533,800,000

Revenue $533.8M (+58% YoY, +11% QoQ); Non-GAAP gross margin 39.4% (up 660bps YoY); Non-GAAP operating margin 18.7% (up 1570bps YoY).
Non-GAAP diluted EPS $1.10 vs. $0.18 in prior-year Q1; GAAP EPS $0.05 vs. GAAP loss of $1.21.
Cash and short-term investments $1,121.8M, up $244.7M sequentially.
Guidance: Expects >20% sequential revenue growth in Q2, driven by cloud transceivers, optical circuit switches, and co-packaged optics.
Components segment revenue $379.2M (+63.9% YoY); Systems $154.6M (+46.5% YoY).

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.