### @LITE — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: LITE / The record quarter, and the guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260723-lite-src-lite-record-quarter-and-guide-rotation
- posted: 2026-07-23T12:51:13.541Z