LITE
LumentumLasers and optical transceivers for data-center interconnect.
Next earnings: Lumentum has not announced its next earnings date. Its last earnings release was filed with the SEC on November 2, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Optical and photonic components for communications and industrial uses.
Its role in AI
Sells the lasers and transceivers that move data between AI servers and switches.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Why LITE is rated significant
Significant. Revenue more than doubled to $1.01 billion in the quarter ended June 27, 2026, with components up 103% and systems up 123%, growth the company attributes to cloud and AI; 200G EMLs and initial 1.6T transceivers are AI data-center parts. Lumentum does not report a cloud or AI revenue line, so the rating rests on the product mix and the growth rate.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Does not report AI or cloud revenue separately in the release. Q4 FY2026 net revenue $1.01 billion, up 109.3% YoY from $480.7 million; fiscal 2026 revenue $3.014 billion, up 83.2%.Source · Q4 FY2026, quarter ended June 27, 2026
- Components revenue $649.4 million (up 103% YoY, 22% QoQ) and Systems revenue $356.9 million (up 123% YoY, 30% QoQ); growth attributed to cloud and AI.Source · Q4 FY2026, quarter ended June 27, 2026
- Record 100G and 200G EML shipments; 200G EMLs were >25% of EML revenue; initial 1.6T transceiver shipments began; pump lasers grew 80% YoY.Source · Q4 FY2026, quarter ended June 27, 2026
Estimates
No third-party or editorial estimates are listed for LITE. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Watch list
- Q1 FY2027 guidance: net revenue $1.225-$1.275 billion, non-GAAP operating margin 39.5%-40.5%, non-GAAP EPS $4.05-$4.35 source
- CEO says the Q1 guidance midpoint of $1.25 billion reaches the target model more than a quarter ahead of schedule source
- 1.6T transceiver ramp, including units using internal CW lasers, and 200G EML mix (>25% of EML revenue in Q4) source
Growth drivers
- CEO: as AI compute workloads increase in speed and bandwidth, data center architects are turning to optical links as a primary means of connectivity source
- OCS solutions and the cloud module business, where Lumentum is advancing 1.6T adoption, are 'beginning to layer in' as key growth drivers source
- Demand for ultra-high-power CPO lasers, an initial ELS module order and NPO engagements are first signs of optics penetrating in-rack connectivity, expanding the optical TAM source
Risks
- Rapid change in AI/ML technology markets makes demand hard to forecast, risking supply misalignment and margin pressure source
- Heavy dependence on a limited number of large customers without long-term purchase commitments (Customer A 26.6% and Customer B 15.0% of FY2026 revenue) exposes revenue to swings in their buying source
- Inability to scale manufacturing capacity fast enough for surging AI-driven data center demand could cost revenue and share to competitors source
The company's own risk factors: 10-K filed 2026-08-17, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 1.01,5.02,7.01,9.012026-11-02documentfolder
- 8-KEarnings release · items 2.02,9.012026-11-02documentfolder
- DEF 14AProxy statement2026-10-06documentfolder
- 10-KAnnual report2026-08-17documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-11documentfolder
- 8-KCurrent report · items 5.022026-07-30documentfolder
- 8-KCurrent report · items 3.022026-06-01documentfolder
- 10-QQuarterly report2026-05-06documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-05documentfolder
- 8-KCurrent report · items 3.022026-04-08documentfolder
- 8-KCurrent report · items 3.02,5.03,7.01,9.012026-03-02documentfolder
- 10-QQuarterly report2026-02-04documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Ali Wajid EVP & CHIEF FINANCIAL OFFICER | Open-market sale · disposed | 24,542 | $1,048.50 | 2026-10-02 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 807 | $947.17 | 2026-09-30 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,000 | $928.41 | 2026-09-25 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,500 | $947.13 | 2026-09-23 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,500 | $903.43 | 2026-09-18 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,500 | $882.69 | 2026-09-15 |
News
LITE in plain answers
The questions readers ask about Lumentum, answered from the company's own filings and this site's research. Each answer names its source.
What does Lumentum (LITE) supply to AI?+
Optical and photonic components for communications and industrial uses. Sells the lasers and transceivers that move data between AI servers and switches.
How much does AI matter to Lumentum's business?+
AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. Reported by the company: Does not report AI or cloud revenue separately in the release. Q4 FY2026 net revenue $1.01 billion, up 109.3% YoY from $480.7 million; fiscal 2026 revenue $3.014 billion, up 83.2%. Components revenue $649.4 million (up 103% YoY, 22% QoQ) and Systems revenue $356.9 million (up 123% YoY, 30% QoQ); growth attributed to cloud and AI.
Company filing or releaseWhen is Lumentum's next earnings date?+
Lumentum has not announced its next earnings date. Its last earnings release was filed with the SEC on November 2, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Lumentum insiders buying or selling LITE stock?+
In the latest Form 4 filings for LITE there are 6 open-market sales; the most recent was filed on October 2, 2026 by Ali Wajid. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for LITE?+
Q1 FY2027 guidance: net revenue $1.225-$1.275 billion, non-GAAP operating margin 39.5%-40.5%, non-GAAP EPS $4.05-$4.35 CEO says the Q1 guidance midpoint of $1.25 billion reaches the target model more than a quarter ahead of schedule 1.6T transceiver ramp, including units using internal CW lasers, and 200G EML mix (>25% of EML revenue in Q4)
SourceWhat are the main risks for Lumentum?+
Rapid change in AI/ML technology markets makes demand hard to forecast, risking supply misalignment and margin pressure Heavy dependence on a limited number of large customers without long-term purchase commitments (Customer A 26.6% and Customer B 15.0% of FY2026 revenue) exposes revenue to swings in their buying Inability to scale manufacturing capacity fast enough for surging AI-driven data center demand could cost revenue and share to competitors
10-K filed 2026-08-17, Item 1AWhich AI category is LITE in?+
Lumentum is listed under Networking. Lasers and optical transceivers for data-center interconnect.
Related companies in Networking
Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001633978)
- Latest annual report (10-K) — filed 2026-08-17
- TradingView symbol page — full chart and data