Lumentum Holdings Inc

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Equity

ISIN null / Valor 28285011

NASDAQ (2025-11-21)

USD 255.59+9.58%

Lumentum Holdings Inc
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About company

Lumentum Holdings Inc. is a key player in the photonics industry, specializing in the development and manufacturing of a wide range of photonic products. These products play a crucial role in enhancing the performance and efficiency of global communications networks, catering to the increasing demand for high-bandwidth applications such as streaming video, gaming, and machine vision. The company's portfolio also extends to the production of high-performance industrial lasers, including kilowatt-class fiber lasers and ultrafast solid-state lasers, which are integral in the precision manufacturing of various products like automobiles, solar cells, displays, and semiconductor chips. Furthermore, Lumentum is recognized for its pioneering efforts and leadership in the field of advanced diode lasers, which are essential for 3D sensing applications across mobile devices, autonomous driving technologies, in-cabin driver monitoring systems, advanced imaging, and other innovative applications. Through its comprehensive range of products, Lumentum is at the forefront of addressing the complex needs of data transmission and processing within the rapidly evolving technological landscape.

Summarized from source with an LLMView SourceSector: Telecommunications

Revenue Growth

In the fourth quarter of fiscal 2025, Lumentum Holdings Inc achieved net revenue of $480.7 million, up from $425.2 million in the previous quarter and $308.3 million in Q4 of fiscal 2024, reflecting significant sequential and year-over-year growth.

Margin and Earnings Improvements

The company recorded a GAAP gross margin of 33.3% and a Non-GAAP gross margin of 37.8% for Q4 fiscal 2025. Despite a GAAP operating loss, improved Non-GAAP operating margins at 15.0% and a reported GAAP net income of $213.3 million indicate strong operational adjustments and efficiency gains.

Full Fiscal Year Performance

For the full fiscal year 2025, Lumentum Holdings Inc reported net revenue of $1.645 billion, with a GAAP net income of $25.9 million and Non-GAAP net income of $146.4 million. These results represent a significant turnaround from fiscal 2024, underscoring the company's resilient performance.

Forward Guidance

Looking ahead to the first quarter of fiscal 2026, Lumentum expects net revenue in the range of $510 million to $540 million, with Non-GAAP operating margins between 16.0% and 17.5%, reinforcing its confidence in sustaining momentum and meeting future demand.

Summarized from source with an LLMView Source

Key figures

199%1Y

366%3Y

207%5Y

Performance

72.9%1Y

58.8%3Y

52.2%5Y

Volatility