EVENTS · LITE
PEERS
EARNINGS
Lumentum Holdings Inc. is an optical and photonic technology company that develops products used in high-speed communications and advanced industrial applications. Its business is organized around Cloud & Networking and Industrial Tech, with offerings that include optical components, modules, subsystems, optical circuit switches, semiconductor laser chips, and industrial laser systems. These products support cloud infrastructure, telecommunications networks, AI-enabled data centers, and a range of consumer and industrial uses. Lumentum serves customers across the Americas, Asia-Pacific, Europe, the Middle East, and Africa, supplying technology that helps move, route, and process light in complex electronic and communication systems. Headquartered in San Jose, California, Lumentum Holdings Inc. plays a significant role in the broader communications equipment and photonics market.
Communication equipment stocks dropped broadly after a Texas governor election result stoked concerns about data center and AI infrastructure spending, pulling Lumentum down with the group
| Series | 1W | 1M |
|---|---|---|
| LITE | −31.4% | −44.7% |
| Peers | −13.3% | −20.7% |
| Sector · Technology | −5.9% | −9.5% |
| SPY | −0.7% | −1.6% |
| Percentile rank vs S&P 500 | 1 | 0 |
All-stock deal with Marvell Technology, Inc. Similar stock deals closed 85% of the time (n=515), typically 158 days after announcement, around Apr 9, 2027 for this one.
| QUARTER | EPS EST | EPS ACTUAL | EPS SURPRISE | REACTION |
|---|---|---|---|---|
| Q4 FY2026 | — | — | — | +14.62% |
| Q3 FY2026 | 2.33 | 2.37 | +1.56% | −3.27% |
| Q2 FY2026 | 1.42 | 1.67 | +17.41% | +9.95% |
| Q1 FY2026 | 1.05 | 1.10 | +4.90% | +16.62% |
| Series | 1W | 1M |
|---|---|---|
| LITE | −31.4% | −44.7% |
| Peers | −13.3% | −20.7% |
| Sector · Technology | −5.9% | −9.5% |
| SPY | −0.7% | −1.6% |
| Percentile rank vs S&P 500 | 1 | 0 |
