LITE
LumentumNetworkingAI exposure: Significant
Lasers and optical transceivers for data-center interconnect.
Alerts for LITE
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.
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.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-11 (8-K)
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- 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
- 8-KEarnings release · items 2.02,9.012026-02-03documentfolder
- 8-KCurrent report · items 5.022026-01-05documentfolder
- 8-KCurrent report · items 1.01,2.03,9.012025-12-22documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,500 | $882.69 | 2026-09-15 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,500 | $945.32 | 2026-09-10 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,500 | $864.83 | 2026-09-04 |
Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS | Open-market sale · disposed | 1,500 | $912.33 | 2026-09-01 |
HURLSTON MICHAEL E. Director, President and CEO | Grant / award · acquired | 7,941 | — | 2026-08-27 |
HURLSTON MICHAEL E. Director, President and CEO | Open-market sale · disposed | 548 | $958.66 | 2026-08-27 |
HURLSTON MICHAEL E. Director, President and CEO | Grant / award · acquired | 66,764 | — | 2026-08-27 |
News
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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
Research note — Fiscal year ends late June (FY2026 ended June 27, 2026). Release and presentation break revenue out by product type (Components/Systems) rather than Cloud & Networking segment; the 10-K MD&A segment table was not captured. No Q1 FY2027 earnings date found as of 2026-09-17.