LITE Lumentum
EML and CW lasers for 800G/1.6T
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
LITE · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-11Michael Hurlston, CEO (FQ4)Supply tightening
Revenue $1.01B; FQ1 guide $1.225–1.275B. 'Way behind' on high-power laser shipments; demand for some EMLs exceeds supply by over 30%. New InP substrate deal with AXT. Source ↗
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7
2026-05-05Lumentum FQ3 callSupply tightening
Laser supply–demand imbalance put at 25–30%; expected to be sold out through 2028. Source ↗
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6
2026-02-03EarningsBeat / raise
Reported EPS 1.67 vs 1.41 expected (+18.6% surprise).
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5
2025-11-04EarningsBeat / raise
Reported EPS 1.1 vs 1.03 expected (+7.0% surprise).
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4
2025-08-12EarningsBeat / raise
Reported EPS 0.88 vs 0.81 expected (+8.9% surprise).
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3
2025-05-06EarningsBeat / raise
Reported EPS 0.57 vs 0.5 expected (+13.7% surprise).
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2
2025-02-06EarningsBeat / raise
Reported EPS 0.42 vs 0.36 expected (+17.0% surprise).
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1
2024-11-07EarningsBeat / raise
Reported EPS 0.18 vs 0.12 expected (+48.0% surprise).
Latest headlines
Auto-updated daily- Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%2026-10-30
- Is Marvell Technology (MRVL) Cheap After Its Lumentum Deal Talks Sent Shares Lower?2026-10-30
- Marvell in advanced talks to buy Nvidia-backed Lumentum – report2026-10-30
- Stock Market Today, Oct. 29: Marvell Falls on Lumentum Acquisition Talks2026-10-29
- Lumentum Jumps, Fades On Marvell Buyout Report2026-10-29
- Nvidia-Backed Marvell, Lumentum Could Be Nearing a Deal2026-10-29
Predictions involving LITE
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-11 | 2.97 | 3.23 | +8.8% |
| 2026-05-05 | 2.27 | 2.37 | +4.6% |
| 2026-02-03 | 1.41 | 1.67 | +18.6% |
| 2025-11-04 | 1.03 | 1.1 | +7.0% |
| 2025-08-12 | 0.81 | 0.88 | +8.9% |
| 2025-05-06 | 0.5 | 0.57 | +13.7% |
| 2025-02-06 | 0.36 | 0.42 | +17.0% |
| 2024-11-07 | 0.12 | 0.18 | +48.0% |
| 2024-08-14 | 0.02 | 0.06 | +141.2% |
| 2024-05-06 | 0.26 | 0.29 | +11.4% |
| 2024-02-08 | 0.3 | 0.32 | +6.5% |
| 2023-11-08 | 0.29 | 0.35 | +20.7% |
| 2023-08-17 | 0.55 | 0.59 | +6.3% |
| 2023-05-09 | 0.78 | 0.75 | −3.9% |
| 2023-02-09 | 1.32 | 1.52 | +14.8% |
| 2022-11-08 | 1.56 | 1.69 | +8.2% |
| 2022-08-16 | 1.33 | 1.47 | +10.6% |
| 2022-05-04 | 1.12 | 1.19 | +6.5% |
| 2022-02-03 | 1.58 | 1.6 | +1.5% |
| 2021-11-04 | 1.55 | 1.79 | +15.7% |
| 2021-08-18 | 1.05 | 1.15 | +9.0% |
| 2021-05-12 | 1.4 | 1.4 | +0.3% |
| 2021-02-02 | 1.91 | 1.99 | +4.3% |
| 2020-11-02 | 1.47 | 1.78 | +21.2% |
About Lumentum
Website ↗Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It offers component products, including semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. The company also offers system products, such as optical modules, optical circuit switches, and industrial lasers, including short-pulse solid-state lasers and kilowatt-class fiber lasers. Its products and solutions are used in cloud, artificial intelligence and machine learning (AI/ML), telecommunications, consumer, and industrial end-market applications. The company was incorporated in 2015 and is headquartered in San Jose, California.
The scarce part of an 800G/1.6T link is often the laser — EML and CW lasers grown on indium-phosphide wafers that few fabs can make at volume.
What would prove us wrong. Weakens if laser ASPs fall sharply while transceiver volumes rise — the choke would have moved.
Cluster scale pushes past copper. 800G→1.6T pluggables ramp now; co-packaged optics shift value toward the switch and laser.
What would prove us wrong. Weakens if transceiver ASP collapses with surplus module capacity.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| COHR Coherent | Lasers, InP capacity and optical transceivers | $210.3 | −11.34% | −34.1% | +13.9% | |
| AXTI AXT Inc | InP and GaAs substrates | $55.06 | −9.56% | −32.7% | +236.8% | |
| IQE.L IQE | Compound-semiconductor epitaxial wafers | 34.45p | −11.67% | −30.1% | +589.0% | |
| FN Fabrinet | Precision optical manufacturing for transceivers | $327.3 | −6.13% | −27.5% | −28.1% | |
| AAOI Applied Optoelectronics | US-made optical modules and lasers | $69.05 | −12.80% | −35.7% | +98.1% | |
| 300308.SZ Zhongji Innolight | Largest 800G/1.6T transceiver maker | ¥553.0 | −4.99% | −40.0% | −9.1% | |
| 300502.SZ Eoptolink | High-speed optical modules | ¥196.0 | −14.19% | −56.6% | −36.2% | |
| CIEN Ciena | Coherent optics for data-centre interconnect | $320.7 | −8.22% | −15.4% | +37.1% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.