Lumentum Q4 revenue $1.01B (+109% YoY); Q1 FY27 guide midpoint $1.25B on AI demand

Lumentum Holdings Inc.

Q4 FY26 net revenue $1.006B, up 24.5% QoQ and 109.3% YoY; non-GAAP EPS $3.23 vs $0.88 a year ago.
GAAP net loss $7.2B ($84.65/share) driven by one-time $7.8B non-cash loss on convertible notes equitization.
FY26 revenue $3.014B, up 83.2% YoY; non-GAAP EPS $8.67 vs $2.06 in FY25.
Q1 FY27 guidance: revenue $1.225-1.275B, non-GAAP op margin 39.5-40.5%, non-GAAP EPS $4.05-4.35.
CEO cites AI demand, 1.6T cloud module adoption, CPO lasers and ELS orders; TAM expansion cited.

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.