Lumentum Holdings Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
74.4%projected annual EPS growth
Analyst Coverage
24analysts covering
FY EPS (est.)
$18.73next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly net revenue (USD millions) Quarterly1KTarget: FY2027 Q1 guidance: $1,225 million-$1,275 million
Non-GAAP operating margin (percent) Quarterly36.6%Target: FY2027 Q1 guidance: 39.5%-40.5%
Watch Items
- Execution against FY2027 Q1 revenue guidanceAction: Reassess AI-optics demand, manufacturing-capacity execution, supplier performance, and the timing of OCS, CPO, ELS, NPO, and cloud-module ramps.
- Conversion of rapid revenue growth into operating leverageAction: Review product mix, pricing, input costs, capacity-ramp expenses, and the magnitude of recurring exclusions from non-GAAP results.
Research as of 29 Aug 2026