LITELumentum Holdings Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $3.76Missed
- vs $3.82 expected on Nov 2
- Stock move on it
- −18.59%
- one session
- Typical move
- ±12.9%
- average over 2 reports
- Price
- $624.47
- −3.64% today · $62.0B cap
Past and upcoming reports
2
| Nov 2, 2026 | Sep 30, 2026 | Time not given | $3.82 | Missed$3.76 | −18.59% |
| Aug 12, 2026 | Jun 30, 2026 | Time not given | $2.96 | Missed$2.64 | +7.29%2d |
After the report
Aug 12, 2026 report
This covers the Aug 12, 2026 report. The Nov 2, 2026 numbers are in the table above.
Lumentum rose 5.18% after an in-line EPS print, keeping AI-growth expectations intact but valuation risk elevated.
Lumentum reported June-quarter EPS of $2.64 versus $2.62 estimated, an in-line result. Shares rose 5.18% to $926.03 on August 14, while forward P/E remained 43.91 versus a 26.39 sector average. No company guidance or post-earnings news was provided.
Reported against expected
Reported EPS was $2.64 versus $2.62 estimated, a $0.02 or 0.76% in-line outcome.
Guidance
Specific forward guidance was not provided. the available guidance tone is unknown.
How the stock reacted
Shares gained 5.18% to $926.03 on August 14, with 4.22 million shares traded. event-day and subsequent reaction percentages were unavailable.
What changed
EPS was $2.64 versus $2.62 expected, a $0.02 or 0.76% in-line result.
What the price now assumes
The 5.18% share gain to $926.03 signaled constructive near-term reception despite a 43.91 forward P/E.
What it means for the business
Keep a growth bias only if EPS growth supports valuation. reassess after the next operating update for demand or margin deterioration.
The next one to three months, as we saw it then
Better case50%
AI optics demand continues supporting the 55.48% next-year EPS-growth outlook, allowing the premium valuation to persist.
Worse case50%
The $926.03 price leaves limited tolerance for slower AI demand or margin pressure, with forward P/E already 66% above the sector average.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.