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Lumentum Holdings financial performance

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2026-08-12 08:25 UTC → 2026-08-12 19:15 UTC · added ~~removed~~

Lumentum Holdings Inc. has experienced significant financial shifts. Initially, the company saw a 6.2% rise in share price following quarterly earnings that exceeded consensus estimates for earnings per share, despite revenue falling slightly below estimates. This period was marked by a 90.1% year-over-year revenue increase. Subsequently, the company reported its fiscal fourth quarter and full fiscal year 2026 results, showing net revenue of $1.01 billion for the fourth quarter. While Lumentum reported a GAAP net loss of $7.2 billion per share due to a one-time, non-cash loss of $7.8 billion from debt extinguishment, it achieved a non-GAAP net income of $326.3 million. CEO Michael Hurlston indicated that demand for AI is driving revenue guidance for the first quarter toward a midpoint of $1.25 billion. Following these results, the company’s stock moved above its upper Bollinger Band on August 12, with price expansion attributed to AI-driven revenue growth and demand for optical networking components, such as transceivers and optical circuit switches. For the first quarter of fiscal year 2027, the company provided revenue guidance in the range of $1.225 billion to $1.275 billion.

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