Lumentum Holdings

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Optical Communications (OpComms) and Commercial Lasers segments. The OpComms segment includes a range of components, modules, and subsystems to support customers including carrier networks of access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) applications. The Commercial Lasers segment focuses on serving customers in markets and applications such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining such as drilling in printed circuit boards, wafer singulation, glass cutting, and solar cell scribing. The company was founded on February 10, 2015, and is headquartered in San Jose, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Lumentum Holdings Inc. reports under-shipping in Q3 earnings call

Lumentum Holdings Inc. (LITE) reported under-shipping and gross margin pressures in Q3. Despite challenges in inventory levels and a slowdown in certain business segments, the Company remains focused on long-term growth opportunities, including AI build-out and subsea cable deployment.

Lumentum Holdings surpasses revenue guidance, faces margin challenges

Lumentum Holdings showcased strong performance in Telecom and Commercial Lasers, exceeding revenue guidance.
Challenges include declining gross margins, ongoing supply chain issues, and softness in Datacom demand.
Opportunities lie in margin recovery, technology expansion, and addressing pricing pressures through customer agreements.
Overall, the company anticipates exceeding synergy savings targets and expects growth in key business segments.

Lumentum Holdings navigates revenue challenges, eyes LiDAR market growth

Lumentum Holdings remains confident in its market positions and long-term gross margin targets despite recent challenges. The company is focused on innovation to meet evolving customer needs and expects demand recovery in the second half of the calendar year.

Lumentum Holdings reports strong Q4 performance and eyes growth opportunities

Lumentum Holdings delivered a strong Q4 performance, with revenue up 3% and EPS exceeding guidance ranges.
While facing challenges in gross margin and underutilization, strategic initiatives are in place to drive improvement.
The company's focus on customer partnerships, innovation in photonics products, and expectations for revenue growth present promising opportunities.
Overall, Lumentum's performance reflects resilience amidst challenges and a strategic outlook towards future growth and market trends.

Lumentum Holdings reports Q1 revenue decline, eyes growth opportunities

Lumentum Holdings' Q1 performance reflects a mix of revenue declines and segment growth, with a positive outlook for Q2 and calendar '24. The Cloud Light acquisition is seen as a strategic move with immediate benefits and growth potential. Challenges include meeting demand post-acquisition and addressing telco softness.

Lumentum Holdings reports robust Q2 earnings, eyes expansion opportunities

Lumentum Holdings' Q2 performance was driven by strong revenue, with a focus on expanding manufacturing capacity and introducing new product designs. Despite challenges in certain segments, the company remains confident in its position in the data center market and anticipates growth opportunities in telco inventory recovery and production capacity expansion.

Lumentum reports mixed Q3 results, eyes datacom growth opportunities

Lumentum's Q3 '24 showed mixed revenue performance with growth in cloud networking but challenges in telecom.
The company's focus on expanding manufacturing capacity and strategic growth plans are key strengths.
Challenges include telecom revenue struggles and the need for a steep recovery in the telco business.
Opportunities lie in datacom business growth, revenue milestones, and capacity expansions to support growth.

Lumentum Holdings exceeds Q4 expectations, eyes $500M revenue milestone

Lumentum Holdings excelled in Q4, focusing on cloud business growth and capacity expansion. Challenges include meeting demand for optical transceivers and components. Opportunities exist in expanding technologies and customer base for future growth.

Lumentum Holdings surpasses Q1 expectations, eyes cloud expansion for growth

Lumentum Holdings delivered strong financial performance in Q1, exceeding revenue and earnings expectations, with a positive outlook for Q2 revenue and margins.
The company's strategic focus on expanding cloud and AI opportunities, along with investments in R&D and technology advancements, positions it well for future growth.
While facing challenges in the Industrial Tech segment and operational efficiency, Lumentum is leveraging opportunities in cloud demand, photonics technology, and vertical integration.
Confidence in revenue growth targets and commitment to innovation underscore Lumentum's resilience and potential for sustained success in the market.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded on February 10, 2015 and is headquartered in San Jose, CA.

Dropbox

BridgeBio Pharma Inc

Estee Lauder

j2 Global

Moderna

We used TipRanks analyst ranking service to pinpoint Wall Street's best-performing analysts.

Wall Street's top analysts see stocks like Dropbox and Lumentum as compelling opportunities

Lumentum Holdings' (LITE) fourth-quarter fiscal 2020 revenues decline on COVID-19 supply disruptions despite strong demand scenario.

Lumentum (LITE) Stock Up on Q4 Earnings & Revenues Beat

Lumentum Holdings (NASDAQ: LITE) shares are trading higher on Tuesday after the company reported better-than-expected fourth-quarter EPS and sales results.

Why Lumentum's Stock Is Trading Higher Today

Lowe's

Lumentum Holdings Inc. (LITE) CEO Alan Lowe on Q4 2020 Results - Earnings Call Transcript

Apple-supplier Lumentum reported fiscal fourth-quarter earnings that topped estimates, while guidance also came in ahead of Wall Street targets. The news sent shares up on Tuesday.

Lumentum Earnings Guidance Tops Estimates, Apple-Supplier's Stock Rises

Shares of Lumentum Holdings Inc. LITE, -3.63% charged up 5.0% in premarket trading Tuesday, after the optical networking and laser company reported fiscal fourth-quarter earnings that beat expectations and provided an upbeat first-quarter outlook.

Lumentum's stock surges after adjusted profit and revenue beats, and upbeat earnings outlook

Shares of Lumentum Holdings (NASDAQ:LITE) rose 5% in pre-market trading after the company reported Q4 results.

Recap: Lumentum Holdings Q4 Earnings

SAN JOSE, Calif., Aug. 11, 2020 /PRNewswire/ -- Lumentum Holdings Inc.

Lumentum Announces Fiscal Fourth Quarter And Full Year 2020 Results

Lumentum Holdings (LITE) fourth-quarter fiscal 2020 results are likely to reflect strength in data center demand and 5G infrastructure end-markets. However, weakness in 3D sensing demand is a concern.

Is a Beat in the Cards for Lumentum (LITE) in Q4 Earnings?

Lumentum stock has neared an entry point ahead of its fiscal fourth-quarter earnings report. The big debate on Lumentum stock involves its Apple market share battle with II-VI.

Lumentum Stock Gains Ahead Of Earnings Amid Apple Market Share Battle

Lumentum: Pressure Is Building To The Upside

Lumentum (LITE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Lumentum (LITE) Beat Estimates Again in Its Next Earnings Report?

Ciena

Fabrinet

Fiber optics are a key element of the 5G technology and fiber optic stocks such as FN stock, LITE stock, and CIEN stock can emerge as winners.

3 High-Performing Fiber Optic Stocks to Watch

Axcelis Technologies

Crown Castle International

Ceragon Networks

Inseego

NVIDIA

Boingo Wireless

These top tier 5G stocks represent the best way to invest in the 5G megatrend, which promises to forever change our world.
The post 7 Big 5G Stocks to Buy for the Hyperconnected Future appeared first on InvestorPlace.

7 Big 5G Stocks to Buy for the Hyperconnected Future

AAON

Applied Materials

Builders FirstSource

Generac Holdings

Illinois Tool Works

YETI

After nearly 11 straight years of growth, the novel coronavirus crashed manufacturing stock prices. Now the sector looks to be resurging.

7 American Manufacturing Stocks to Buy Before Recovery

Broadcom

Apple

Cirrus Logic

Qorvo

Skyworks Solutions

Synaptics

Apple (AAPL) is possibly delaying the launch of iPhone 12, as indicated by Broadcom's Q3 revenue outlook. This is likely to create pressure on its other suppliers as well at least in the near term.

Apple iPhone Delay Mars Broadcom View, Puts Suppliers at Risk

Demand for most of the company's products is booming due to secular tailwinds. However, supply constraints and uncertainty about mobile phone demand are short-term negatives.

Lumentum: Surging Demand Meets Supply Constraints

American Tower

Intel

QUALCOMM

Texas Instruments

Sure, many investors are still obsessing over the coronavirus, but it's time to invest in the future. That's why these 5G stocks are buys now.

7 5G Stocks to Buy for the Future of Telecom

Lumentum Holdings Inc. (LITE) CEO Alan Lowe on Q3 2020 Results - Earnings Call Transcript

Lumentum (LITE) delivered earnings and revenue surprises of 18.87% and -2.55%, respectively, for the quarter ended March 2020. Do the numbers hold clues to what lies ahead for the stock?

Lumentum (LITE) Q3 Earnings Surpass Estimates

Lumentum earnings topped estimates while revenue missed. The Apple supplier's guidance fell short of views amid the coronavirus lockdown.

Lumentum Earnings Guidance Falls Short Of Views Amid Covid-19 Lockdown

Shares of Lumentum Holdings Inc. LITE, +1.14% dropped 3.0% in premarket trading Tuesday, after the optical networking and photonic products company beat fiscal third-quarter profit expectations but missed on revenue and provided a downbeat outlook, as the COVID-19 pandemic limited the ability to supply products to customers.

Lumentum's stock falls after profit beats but revenue misses, and provides Q4 outlook below forecasts

Match Group

Insulet

PayPal

Shopify

You can't follow all of this week's reports, but keep an eye on Shopify, PayPal, Apple supplier Lumentum and others near buy points with earnings due.

Shopify, PayPal, Apple Supplier Lumentum, Insulet, Match Group: 5 Stocks Near Buy Points With Earnings Due

Lumentum is near a buy zone with earnings due on or around May 5.
The post Highly Rated Lumentum Near Buy Zone With Earnings Due appeared first on Investor's Business Daily.

Highly Rated Lumentum Near Buy Zone With Earnings Due

Lumentum (LITE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for Lumentum Holdings Stock (LITE)