Tickerthe anti-fintwit
@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.

ConfirmedSource
↳ The receipt1 tap from the claim
LITE · research page
LITE / The record quarter, and the guide
Confirmed — from the Q3 FY2026 earnings call and quarterly filingposted 8w ago