Lumentum Holdings Inc.: EPS $4.57 vs $4.22 expected; revenue $1.26B vs $1.25B
Key Facts
Q1 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.57 | 4.22 | +8.3% | 1.10 |
| Revenue (USD bn) | 1.26 | 1.25 | +0.7% | 0.53 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 2, 2026 | Q1 FY2027 | 4.57 | 4.220 | +8.3% | 1.26 | 1.25 | +0.7% |
| Aug 11, 2026 | Q4 FY2026 | 3.23 | 2.970 | +8.8% | 1.01 | 0.99 | +1.9% |
| May 5, 2026 | Q3 FY2026 | 2.37 | 2.270 | +4.4% | 0.81 | 0.81 | −0.2% |
| Feb 3, 2026 | Q2 FY2026 | 1.67 | 1.410 | +18.4% | 0.67 | 0.65 | +2.1% |
| Nov 4, 2025 | Q1 FY2026 | 1.10 | 1.030 | +6.8% | 0.53 | 0.53 | +1.4% |
| Aug 12, 2025 | Q4 FY2025 | 0.88 | 0.814 | +8.1% | 0.48 | 0.47 | +2.2% |
| May 6, 2025 | Q3 FY2025 | 0.57 | 0.500 | +14.0% | 0.43 | 0.42 | +1.7% |
| Feb 6, 2025 | Q2 FY2025 | 0.42 | 0.340 | +23.5% | 0.40 | 0.39 | +3.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Lumentum Holdings Inc. results: EPS $4.57 vs $4.22 expected; revenue $1.26B vs $1.25B. The results cover the company's Q1 FY2027. EPS came in above analysts' estimate by 8.3%; revenue above the estimate by 0.7%.
Revenue was up 136.5% from $0.53 billion a year earlier (Q1 FY2026). EPS was up 315.5% from $1.10 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Lumentum Holdings Inc. relies on optical components that enable data transmission across high-capacity fiber networks, alongside commercial lasers. Interpreting its results therefore involves understanding demand and product mix, as transmitters, receivers and lasers serve different functions within communications infrastructure.
Revenue growth indicates expanding sales, but the available information does not identify the contributions from optical communications and commercial lasers. The breadth of the portfolio also makes sales composition and profitability central to assessing what the results mean for the business, without attributing them to a particular driver absent supporting disclosure.
What to watch on the earnings call: The earnings call merits attention to management’s explanation of demand sources, the sales contributions from optical communications and commercial lasers, and how product mix affects margins. Commentary on customer spending on fiber networks and the breadth of demand across products and regions would also help clarify business conditions.
For the full analysis of Lumentum Holdings Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.