Spoken Alpha
LITE
Lumentum Holdings Inc.
Overview
Lumentum Holdings Inc. manufactures optical and photonic products for cloud data centers, AI/ML infrastructure, telecommunications networks, and industrial applications.
Lumentum Holdings Inc is a Technology company operating in Communication Equipment with a $64.77B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 11, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-11-0418 Q&A exchanges
- Q4 FY2025Earnings2025-08-1225 Q&A exchanges
- Q3 FY2025Earnings2025-05-0639 Q&A exchanges
- Q2 FY2025Earnings2025-02-0636 Q&A exchanges
- Q1 FY2025Earnings2024-11-0737 Q&A exchanges
- Q4 FY2024Earnings2024-08-1533 Q&A exchanges
- Q3 FY2024Earnings2024-05-0640 Q&A exchanges
- Q2 FY2024Earnings2024-02-0831 Q&A exchanges
- Q1 FY2024Earnings2023-11-0833 Q&A exchanges
- Q4 FY2023Earnings2023-08-1733 Q&A exchanges
- Q3 FY2023Earnings2023-05-0923 Q&A exchanges
- Q2 FY2023Earnings2023-02-0925 Q&A exchanges
- Q1 FY2023Earnings2022-11-0819 Q&A exchanges
- Q4 FY2022Earnings2022-08-1625 Q&A exchanges
- Q3 FY2022Earnings2022-05-0425 Q&A exchanges
- Q2 FY2022Earnings2022-02-0324 Q&A exchanges
- Q1 FY2022Earnings2021-11-0420 Q&A exchanges
- Q4 FY2021Earnings2021-08-1824 Q&A exchanges
- Q3 FY2021Earnings2021-05-1220 Q&A exchanges
- Q2 FY2021Earnings2021-02-0220 Q&A exchanges
- Q1 FY2021Earnings2020-11-0228 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-11EPS— vs $2.96—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$2.37 vs $2.27+4.4%Rev$808.4M vs ——EODHD
- Q4 FY20252026-02-02EPS$1.67 vs $1.41+18.4%Rev$665.5M vs ——EODHD
- Q3 FY20252025-05-05EPS$0.57 vs $0.50+14.0%Rev$425.2M vs ——EODHD
- Q2 FY20252025-02-05EPS$0.42 vs $0.36+16.7%Rev$402.2M vs ——EODHD
- Q1 FY20252024-11-06EPS$0.18 vs $0.12+50.0%Rev$336.9M vs ——EODHD
- Q4 FY20242024-08-13EPS$0.06 vs $0.03+100.0%Rev$308.3M vs ——EODHD
- Q3 FY20242024-05-05EPS$0.29 vs $0.26+11.5%Rev$336.9M vs ——EODHD
- Q2 FY20242024-02-07EPS$0.32 vs $0.30+6.7%Rev$308.3M vs ——EODHD
- Q1 FY20242023-11-07EPS$0.35 vs $0.29+20.7%Rev$317.6M vs ——EODHD
- Q4 FY20232023-08-16EPS$0.59 vs $0.55+7.3%Rev$370.8M vs ——EODHD
- Q3 FY20232023-05-08EPS$0.75 vs $0.78-3.9%Rev$383.4M vs ——EODHD
- Q2 FY20232023-02-08EPS$1.52 vs $1.32+15.2%Rev$506.0M vs ——EODHD
- Q1 FY20232022-11-07EPS$1.69 vs $1.56+8.3%Rev$506.8M vs ——EODHD
- Q4 FY20222022-08-15EPS$1.47 vs $1.33+10.5%Rev$422.1M vs ——EODHD
- Q3 FY20222022-05-03EPS$1.19 vs $1.12+6.3%Rev$395.4M vs ——EODHD
- Q2 FY20222022-02-02EPS$1.60 vs $1.58+1.3%Rev$446.7M vs ——EODHD
- Q1 FY20222021-11-03EPS$1.79 vs $1.55+15.5%Rev$448.4M vs ——EODHD
- Q4 FY20212021-08-17EPS$1.15 vs $1.05+9.5%Rev$392.1M vs ——EODHD
- Q3 FY20212021-05-11EPS$1.40 vs $1.400.0%Rev$419.5M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-11 | — | $2.96 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $2.37 | $2.27 | +4.4% | $808.4M | — | — | EODHD |
| Q4 FY2025 | 2026-02-02 | $1.67 | $1.41 | +18.4% | $665.5M | — | — | EODHD |
| Q3 FY2025 | 2025-05-05 | $0.57 | $0.50 | +14.0% | $425.2M | — | — | EODHD |
| Q2 FY2025 | 2025-02-05 | $0.42 | $0.36 | +16.7% | $402.2M | — | — | EODHD |
| Q1 FY2025 | 2024-11-06 | $0.18 | $0.12 | +50.0% | $336.9M | — | — | EODHD |
| Q4 FY2024 | 2024-08-13 | $0.06 | $0.03 | +100.0% | $308.3M | — | — | EODHD |
| Q3 FY2024 | 2024-05-05 | $0.29 | $0.26 | +11.5% | $336.9M | — | — | EODHD |
| Q2 FY2024 | 2024-02-07 | $0.32 | $0.30 | +6.7% | $308.3M | — | — | EODHD |
| Q1 FY2024 | 2023-11-07 | $0.35 | $0.29 | +20.7% | $317.6M | — | — | EODHD |
| Q4 FY2023 | 2023-08-16 | $0.59 | $0.55 | +7.3% | $370.8M | — | — | EODHD |
| Q3 FY2023 | 2023-05-08 | $0.75 | $0.78 | -3.9% | $383.4M | — | — | EODHD |
| Q2 FY2023 | 2023-02-08 | $1.52 | $1.32 | +15.2% | $506.0M | — | — | EODHD |
| Q1 FY2023 | 2022-11-07 | $1.69 | $1.56 | +8.3% | $506.8M | — | — | EODHD |
| Q4 FY2022 | 2022-08-15 | $1.47 | $1.33 | +10.5% | $422.1M | — | — | EODHD |
| Q3 FY2022 | 2022-05-03 | $1.19 | $1.12 | +6.3% | $395.4M | — | — | EODHD |
| Q2 FY2022 | 2022-02-02 | $1.60 | $1.58 | +1.3% | $446.7M | — | — | EODHD |
| Q1 FY2022 | 2021-11-03 | $1.79 | $1.55 | +15.5% | $448.4M | — | — | EODHD |
| Q4 FY2021 | 2021-08-17 | $1.15 | $1.05 | +9.5% | $392.1M | — | — | EODHD |
| Q3 FY2021 | 2021-05-11 | $1.40 | $1.40 | 0.0% | $419.5M | — | — | EODHD |
Source: EODHD. LITE reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks LITE's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.16 | $3.24 | +28.3% | -5.1% | -2.2% |
| Q4 FY2026 | $4.24 | $3.37 | +25.8% | +1.7% | -0.2% |
| Q3 FY2026 | $4.29 | $3.36 | +27.8% | -1.6% | -1.1% |
| Q2 FY2026 | $4.09 | $3.25 | +25.7% | +5.2% | +8.0% |
| Q1 FY2025 | $4.28 | $3.20 | +33.7% | -4.8% | -3.4% |
| Q4 FY2025 | $4.38 | $3.33 | +31.4% | -4.3% | -3.3% |
| Q3 FY2025 | $4.18 | $3.29 | +27.1% | +3.3% | +1.7% |
| Q2 FY2025 | $4.27 | $3.34 | +27.7% | +0.6% | +3.6% |
| Q1 FY2024 | $4.52 | $3.33 | +35.7% | +2.4% | +3.4% |
| Q4 FY2024 | $4.62 | $3.46 | +33.5% | -1.9% | -1.6% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Michael E HurlstonCEO4 mo3 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2026
- Wajid AliCFO10 mo21 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Yuen WupenPresident7 mono recorded callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Vincent RetortPresident10 mono recorded callsCurrentSample
PRESIDENT since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- Matthew Joseph SepeCHIEF ACCOUNTING OFFICER10 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- Jae B KimSVP, GENERAL COUNSEL10 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for LITE.
$ curl https://api.spokenalpha.com/v1/companies/LITEFAQ
Frequently asked about LITE
Where can I find Lumentum Holdings Inc.'s (LITE) earnings call transcripts?
Spoken Alpha indexes LITE's earnings call transcripts at https://spokenalpha.com/companies/LITE. Each call links to attributed speakers and parsed analyst Q&A. Lumentum Holdings Inc.'s own investor relations page is at https://investor.lumentum.com/overview/default.aspx.
When was Lumentum Holdings Inc.'s most recent earnings call?
Lumentum Holdings Inc. (LITE) held its most recent earnings call on 2025-11-04, covering fiscal Q1 2026.
What sector is LITE in?
Lumentum Holdings Inc. (LITE) operates in the Technology sector (Communication Equipment industry).