Lumentum reports record Q3 FY26 revenue of $808.4M, up 90% YoY, with GAAP EPS $1.50

Lumentum Holdings Inc.

2026-Q3 EPS reported $2.59 revenue$2,007,700,000

GAAP net income of $144.2M ($1.50 diluted EPS) vs. net loss of $44.1M ($0.64 loss) in Q3 FY25.
Non-GAAP diluted EPS of $2.37, up from $0.57 YoY; non-GAAP operating margin 32.2% (vs. 10.8% YoY).
Components revenue $533.3M (+77% YoY); Systems revenue $275.1M (+121% YoY).
Cash and short-term investments $3,172M, up $2,017M QoQ due to Series A Convertible Preferred Stock issuance.
CEO cites operational rigor, pricing discipline, and product mix for margin expansion; expects further gains from co-packaged optics and optical circuit switches.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Lumentum Holdings Inc. reported fiscal third quarter ended March 28, 2026 results: revenue $808.4 million, net income $144.2 million, or $1.50 per diluted share, EPS $1.50 per diluted share.

Period: fiscal third quarter ended March 28, 2026
Revenue: $808.4 million
Net income: $144.2 million, or $1.50 per diluted share
EPS: $1.50 per diluted share
Result: reported results

Exact text from the filing

set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;

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accession 0001628280-26-030530

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