Stock AnalizLumentum (LITE) earnings for the quarter ended September 2026: EPS beats estimates
Lumentum reported results for the quarter ended September 2026 on November 2, 2026. Adjusted earnings per share came in at $4.57 against the analysts’ average forecast of $4.22, a beat of 8.2%.
Revenue for the quarter was $1.26 billion, up 136.5% from $534 million in the same quarter a year earlier.
The market’s verdict: the stock fell 19.1% on the first trading day after the report.
The last four quarters
Lumentum has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $4.57 | $4.22 | +8.2% | +137% | −19.1% |
| Jun 2026 | $3.23 | $2.97 | +8.8% | +109% | +14.6% |
| Mar 2026 | $2.37 | $2.27 | +4.6% | +90% | −3.3% |
| Dec 2025 | $1.67 | $1.41 | +18.6% | +65% | +10.0% |
What comes next
Analysts expect EPS of $5.98 for the next quarter on average and $24.94 for the fiscal year ending June 30, 2027.
The average analyst price target is $1069.19, 79% above the current price of $596.62.
Valuation and score
Lumentum scores 2.0 out of 5 overall on Stock Analiz (average), and its intrinsic value under moderate assumptions is about 57% below the current market value. Full Lumentum analysis with 10 years of financials
Frequently asked questions
What was Lumentum’s EPS for the quarter ended September 2026?
$4.57 adjusted per share, against an analyst consensus of $4.22.
How much revenue did Lumentum report?
$1.26 billion, up 136.5% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.