Lumentum Q2 revenue rises 19.4% sequentially to $402.2 million
Lumentum reported fiscal second quarter 2025 net revenue of $402.2 million, up 19.4% from the prior quarter and 9.7% from a year earlier, with GAAP net loss narrowing to $60.9 million, or $0.88 per diluted share. It guided fiscal third quarter net revenue to $410 million to $425 million and non-GAAP diluted EPS to $0.47 to $0.53, and said CEO Alan Lowe will transition to Michael Hurlston.
Key points
- Q2 net revenue $402.2 million vs. $336.9 million in Q1 and $366.8 million in Q2 2024
- GAAP net loss $60.9 million ($0.88 per diluted share) vs. $82.4 million in Q1 and $99.1 million in Q2 2024
- Q3 fiscal 2025 outlook: net revenue $410 million to $425 million; non-GAAP diluted EPS $0.47 to $0.53
- Cash, cash equivalents and short-term investments were $896.7 million, down $19.4 million from Q1
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 06, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.