Lumentum Holdings Inc. reported first-quarter fiscal 2027 net revenue of $1.26 billion with GAAP net income of $360.3 million. The company secured a second major NPO/CPO win with purchase commitments exceeding $5 billion and issued positive revenue and earnings guidance for the second quarter.
Net revenue for the fiscal first quarter ended September 26, 2026, was $1.26 billion.
GAAP net income was $360.3 million, or $3.54 per diluted share.
The company secured a major NPO/CPO win backed by purchase commitments exceeding $5 billion.
Second-quarter fiscal 2027 net revenue is forecasted to be between $1.575 billion and $1.625 billion.
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From Lumentum's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2026
$3.01B
+83.2%
$-92.96
-25224.3%
-230.1%
FY2025
$1.65B
+21.0%
$0.37
—
1.6%
FY2024
$1.36B
-23.1%
$-8.12
—
-40.2%
FY2023
$1.77B
+3.2%
$-1.93
-172.0%
-7.4%
FY2022
$1.71B
-1.7%
$2.68
-47.1%
11.6%
Frequently asked questions
When is Lumentum's next earnings date?
Lumentum has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Lumentum earn last quarter?
For the quarter ended Sep 2026, Lumentum reported diluted EPS of $3.54 (+6980.0% year over year) on revenue of $1.26B (+136.5%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.