Lumentum Holdings Inc (LITE) — the earnings record

As of the 2026-08-14 card — updated after each print. An investment research diary, not advice.

The record at a glance

11/11EPS beats

8/11revenue beats

6 · 2 · 3up · flat · down (+3d, ±3%)

2026-11-03next print

Reactions across the covered prints span -14.1% to +27.5% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$1.25B into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-11	✓ beat	✓ beat
May 26	2026-05-05	✓ beat	✗ miss
Feb 26	2026-02-03	✓ beat	✓ beat
Nov 25	2025-11-04	✓ beat	✓ beat
Aug 25	2025-08-12	✓ beat	✗ miss
May 25	2025-05-06	✓ beat	✗ miss
Feb 25	2025-02-06	✓ beat	✓ beat
Nov 24	2024-11-07	✓ beat	✓ beat
Aug 24	2024-08-14	✓ beat	✓ beat
May 24	2024-05-06	✓ beat	✓ beat
Feb 24	2024-02-08	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full LITE print-record card — free registration.

FAQ · from the current data · as of 2026-08-14

Quick answers

How often does Lumentum Holdings Inc beat earnings estimates?

Across the last 11 covered prints (as of the 2026-08-14 card), Lumentum Holdings Inc beat EPS estimates 11 of 11 times and revenue estimates 8 of 11 times, with 8 double beats.

How does LITE stock react to earnings?

Measured close-of-print-day to the close three sessions later: 6 of the last 11 prints resolved up (beyond +3%), 2 flat, 3 down — reactions spanning -14.1% to +27.5%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was LITE's biggest earnings reaction?

+27.5% over the three sessions after the Nov 25 print (2025-11-04).

When does Lumentum Holdings Inc report earnings next?

2026-11-03 (Early November — est EPS $3.56 · est revenue ~$1.25B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelook

Where LITE appears in the diary — 20 pieces, newest first. Every link is our own writing.

Long reads

Optical Interconnects — The Toll Nobody KeepsReport · 13 Aug 2026On Monday, Lumentum followed with −8.6%.
Portfolio Construction — Build a Barbell · Closelook Heresy IIIHeresy · 16 May 2026Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Tier 2 typically appears bundled inside Tier 1 events: Lumentum's capacity-access rights, Coherent's purchase commitments, and IREN's 5 GW deployment partnership all rode in on the same 8-Ks as the equity investments.
Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 PreviewWeekly Signal · 10 May 2026Lumentum has gone from roughly $50 in mid-2024 to $903.80 on Friday — a near-twenty-fold move, with NVIDIA's investment landing during the climb.

101 and glossary

Networking & Optical Interconnects: The Constraint After Compute101NVIDIA’s networking stack (acquired via Mellanox), Broadcom’s switching silicon, Marvell’s interconnect IP, and the optical transceiver ecosystem (Lumentum, Coherent, Fabrinet) all benefit from the same physical reality: at cluster scale…
Optical TransceiverGlossaryA device converting electrical signals to optical for fiber networking; LITE, COHR, and FN are pure-play beneficiaries.
Strategic Authority Investment: Reading the Jensen Huang Roadmap101Forward watchlist: LITE, COHR, FN (optical), MU (memory), VRT, GEV (power), PSTG, NTAP, WDC (storage).

Dailies

Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026Chips, the design side wider: AMD +6.4% to $545.38, Micron +5.5% to $977.94, Broadcom +2.9% to $349.39, Nvidia +2.3% to $218.74, TSMC +2.1% to $425.93; memory ETF +4.4% to $57.63; optics pause — Lumentum −0.4% at $916, Coherent +1.2%
Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026Inside chips the day was not one story: optics and interconnect were bought hard — Lumentum +9.6%, Credo +7.4%, Coherent +6.9%, Astera Labs +6.6%, Soitec +13.4% in Paris — and the equipment names were sold again, Applied Materials −1.4%…
Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026Intel +9.1% on another CPU price rise, AMD +5.9%, Broadcom +3.0%, and the optical names went vertical — Lumentum +11.0%, Corning +7.6% on an 80-million-mile fibre contract with Verizon, Coherent +7.1% — while Shopify, UiPath and Atlassian…
Chips up again, software down again — Friday's split is turning into a trendMidday 10 · 8 Sept 2026Lumentum up 12%, Corning 10%, Coherent 10%, Intel 9%
Decision Time for the Semi ComplexDaily Pulse · 25 Aug 2026How the complex got to the line NVDA Mon −2.91% — the only red mega-cap MSFT +0.84% · GOOGL +0.94% · AMZN +1.33% · META +1.66% · AAPL +0.32% DRAM (memory) 54.28 −5.89% COHR 275.49 −4.85% · LITE 830.17 −4.22% · FN 421.14 −3.56% · AMAT…
The buyback rally fades and the 30-year pushes back to 5.25%, but crypto answers louder — Bitcoin above 75,000 toward its best week since March 2024, BITW breaks a year-long wedge, and the yen's first falsifier line goes live at 158.83Morning 10 · 21 Aug 2026LITE +6.24% (879.28), COHR +0.89%, FN −2.13% (444.87), AMAT +0.01% (496.21).
The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buybackMorning 10 · 20 Aug 2026SOXX −2.21%, XSD −2.79%, SMH −1.55% Wednesday even as the DRAM ETF held flat +0.07% to 55.14; singles AMAT −3.53% (496.17), LITE −5.23%, COHR −6.19%, FN −5.81% (454.55), NBIS −9.87%, CRWV −2.47%.
A buyer steps into the software discount — Silver Lake circles Workday while AMAT's beat gets charged after darkMorning 10 · 14 Aug 2026And Lumentum's earnings window closes at tonight's bell — a record that has never printed a middle faces its first.