Filing Flows › Lumentum Holdings (LITE) › Guidance history
Lumentum Holdings (LITE) guidance history: what it guided and what it reported
Lumentum Holdings gave guidance in 12 earnings releases on file since Aug 21, 2024. Of 7 guided periods since reported, it met or beat its own guidance 7 times (100%). Revenue: 7 of 7, on average +2.2% against the guided midpoint. Its releases raised guidance once and lowered it 0 times.
Revenue
Met or beat 7 of 7 periods (1 above, 6 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q2 FY27 | $1.6B–$1.6B (Nov 2, 2026) | — | to be reported | — |
| Q1 FY27 | $1.2B–$1.3B (Aug 11, 2026) | $1.3B | within the range | +1.0% |
| Q4 FY26 | $960M–$1.0B (May 5, 2026) | $1.0B | within the range | +2.2% |
| Q3 FY26 | $780M–$830M (Feb 3, 2026) | $808M | within the range | +0.4% |
| Q2 FY26 | $630M–$670M (Nov 4, 2025) | $666M | within the range | +2.4% |
| Q1 FY26 | $510M–$540M (Aug 12, 2025) | $534M | within the range | +1.7% |
| Q4 FY25 | $440M–$470M (May 6, 2025) | $481M | above the range | +5.7% |
| Q3 FY25 | $410M–$425M (Feb 6, 2025) | $425M | within the range | +1.8% |
Adjusted operating margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q2 FY27 | 45.0%–46.0% (Nov 2, 2026) | — | to be reported | — |
| Q1 FY27 | 39.5%–40.5% (Aug 11, 2026) | — | — | — |
| Q4 FY26 | 35.0%–36.0% (May 5, 2026) | — | — | — |
| Q3 FY26 | 30.0%–31.0% (Feb 3, 2026) | — | — | — |
| Q2 FY26 | 20.0%–22.0% (Nov 4, 2025) | — | — | — |
| Q1 FY26 | 16.0%–17.5% (Aug 12, 2025) | — | — | — |
| Q4 FY25 | 13.0%–14.0% (May 6, 2025) | — | — | — |
| Q3 FY25 | 9.5%–10.5% (Feb 6, 2025) | — | — | — |
| Q2 FY25 | 5.5%–7.5% (Nov 7, 2024) | — | — | — |
| Q1 FY25 | 0.0%–3.0% (Aug 21, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q2 FY27 | $5.90–$6.20 (Nov 2, 2026) | — | to be reported | — |
| Q1 FY27 | $4.05–$4.35 (Aug 11, 2026) | — | — | — |
| Q4 FY26 | $2.85–$3.05 (May 5, 2026) | — | — | — |
| Q3 FY26 | $2.15–$2.35 (Feb 3, 2026) | — | — | — |
| Q2 FY26 | $1.30–$1.50 (Nov 4, 2025) | — | — | — |
| Q1 FY26 | $0.95–$1.10 (Aug 12, 2025) | — | — | — |
| Q4 FY25 | $0.70–$0.80 (May 6, 2025) | — | — | — |
| Q3 FY25 | $0.47–$0.53 (Feb 6, 2025) | — | — | — |
| FY25 | $0.40–$0.42 (Feb 3, 2025) | — | — | — |
| Q2 FY25 | $0.30–$0.40 (Nov 7, 2024) | — | — | — |
The latest quarter
Lumentum Holdings, Q1 FY27: revenue $1.3B (+136% year over year), operating margin 28.5%, net earnings $360M, operating cash flow $268M. The chart follows the revenue to costs, profit and cash.
Questions
Does Lumentum Holdings beat its guidance?
Lumentum Holdings gave guidance in 12 earnings releases on file since Aug 21, 2024. Of 7 guided periods since reported, it met or beat its own guidance 7 times (100%). Revenue: 7 of 7, on average +2.2% against the guided midpoint.
How often does Lumentum Holdings raise guidance?
Its earnings releases raised guidance once and lowered it 0 times since Aug 21, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.