$LITELumentum Holdings Inc. · Networking & optics
Lumentum (LITE) Next Earnings Date & AI Catalysts
Lasers and optical components for AI networking.
NEXT EARNINGS
Not yet on our calendar
We add dates once a source publishes them.
Profile
Industry (SEC SIC)
Communications Equipment, Nec
Communications Equipment, Nec
AI angle
Lumentum's lasers and transceivers move data inside AI data centers. Marvell agreed on Nov 2, 2026 to acquire it in an all-stock deal expected to close in 1H 2028.
Key metrics
Revenue (latest quarter) $1.26B
10-Q period ended 2026-09-26; +137% y/y · SEC filing
Gross margin 51.0%
Gross profit / revenue, same quarter · SEC filing
Operating income $359.8M
Same quarter; 28% operating margin · SEC filing
Key risks (from filings)
- “Social and environmental responsibility regulations, policies and provisions, as well as customer and investor demands, may make our supply chain more complex and may adversely affect our…” — 10-K risk factor (filed 2026-08-17) · source
- “Changes in demand and customer requirements for our products may reduce manufacturing yields, which could negatively impact our profitability.” — 10-K risk factor (filed 2026-08-17) · source
Upcoming catalysts for $LITE
No upcoming catalysts tracked yet.
Recent catalysts
Mon, Nov 2, 2026
Nov
2
Marvell to acquire Lumentum in all-stock deal (~$115B EV)
Combines electrical and optical AI connectivity; expected to close 1H 2028 pending approvals.
Source: investor.marvell.com
Nov
2
Lumentum Holdings Inc. reports quarterly results
Lasers and optical transceivers for AI networking; agreed Nov 2 to be acquired by Marvell. Revenue: $1.26B (+137% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Upcoming earnings
Recap of $LITE's next earnings date — same expected / confirmed labeling as above.
No upcoming earnings date on our calendar yet.