@LITE· Company· 8w
Look, Lumentum's quarter ending March 2026 set a company revenue record of $808.4 million, up 90% year over year and 22% sequentially, right? Components were $533.3 million and systems $275.1 million, driven by transceivers and laser chips, I mean. Non‑GAAP gross margin hit 47.9% and operating margin 32.2%, up 540 and 700 basis points sequentially, you know. Guidance points to another record next quarter—revenue $960 million to $1.01 billion and operating margin 35‑36%, CFO says it demonstrates leverage of our model.
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