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Did Lumentum Holdings Beat Earnings?
Lumentum Holdings (LITE) reported Q2 '26 revenue of $1.01B, up 109.3% year-over-year, with reported EPS of $2.64. That topped the $2.62 analyst estimate by 0.8% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Lumentum Holdings’s job postings, web traffic, and employee business outlook. See the full LITE stock analysis or the earnings calendar for upcoming reports.
LITE Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $2.62 | $2.64 | Beat +0.8% |
| Q1 '26 | $2.27 | $2.37 | Beat +4.4% |
| Q4 '25 | $1.41 | $1.67 | Beat +18.4% |
| Q3 '25 | $1.03 | $1.10 | Beat +6.8% |
| Q2 '25 | $0.81 | $0.88 | Beat +8.6% |
| Q1 '25 | $0.50 | $0.57 | Beat +14.0% |
Lumentum Holdings Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 337M | 402M | 425M | 481M | 534M | 666M | 808M | 1.01B |
| Gross margin | 23.1% | 24.8% | 28.8% | 33.3% | 34.0% | 36.1% | 44.2% | 47.4% |
| Operating margin | -24.5% | -12.7% | -15.4% | -0.7% | 2.8% | 9.6% | 21.7% | 26.9% |
| Net income | -82M | -61M | -44M | 213M | 4.2M | 78M | 144M | -7.16B |
| Net margin | -24.5% | -15.1% | -10.4% | 44.4% | 0.8% | 11.8% | 17.8% | -711.7% |
| EPS | $0.18 | $0.42 | $0.57 | $0.88 | $1.10 | $1.67 | $2.37 | $2.64 |
Lumentum Holdings Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Lumentum Holdings’s quarterly revenue moved from $337M to $1.01B. Net margin compressed from -24.5% to -711.7%, against a 47.4% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Lumentum Holdings has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is Lumentum Holdings’s Next Earnings Date?
Lumentum Holdings reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the LITE earnings calendar.
Frequently Asked Questions: Lumentum Holdings Earnings
Lumentum Holdings's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Lumentum Holdings reported Q2 '26 EPS of $2.64 on revenue of $1.01B (+109.3% YoY). Lumentum Holdings beat estimates, reporting $2.64 vs. the $2.62 estimate.
Lumentum Holdings reported Q2 '26 revenue of $1.01B, up 109.3% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the LITE AI Score.
