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Lumentum Holdings (LITE) guidance and outlook

Lumentum Holdings (LITE) gave its guidance on Nov 2, 2026: Revenue $1.6B for Q2 FY2027; Operating margin 45%–46% for Q2 FY2027; EPS $5.90–$6.20 for Q2 FY2027. Lumentum Holdings' 10-Q filed Nov 3, 2026 makes 17 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 2, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 3, 2026

• We believe the global markets in which Lumentum participates have fundamentally robust, long-term trends that will increase the need for our photonics products and technologies.
• We expect that the accelerating shift to digital and virtual approaches to many aspects of work and life will continue into the future.
• Virtual meetings, video calls, and hybrid in-person and virtual environments for work and other aspects of life will continue to drive strong needs for bandwidth growth and present dynamic new challenges that our technologies address.
• Through fiscal year 2024, we experienced significant fluctuations in demand as customers delayed projected shipments or built up inventory in response to supply shortages and then brought down inventories as supply chain constraints eased.
• The imposition of tariffs on certain imported goods and materials and export controls on critical components may increase our costs and place upward pressure on the cost of goods sold, which, in turn, may reduce our gross margins if we are unable to pass these costs onto customers through price increases.
• We also consider the various staff accounting bulletins and other applicable guidance issued by the United States Securities and Exchange Commission (“SEC”).
• To the extent there are differences between these estimates, judgments or assumptions and actual results, our financial statements will be affected.
• We also continued the ramp of optical circuit switch shipments, which contributed more than $108.0 million of revenue during the three months ended September 26, 2026 and we remain on track for manufacturing expansion over the coming quarters to support future growth.
• We expect revenue from customers outside of the United States to continue to be an important part of our overall net revenue and an increasing focus for net revenue growth opportunities.
• We expect these factors to result in variability of our gross margin, and our gross margin may be subject to increasing downward pressure due to these factors.
• We plan to continue to invest in R&D and new products that we believe will further differentiate us in the marketplace.
• We have initiated various strategic restructuring events primarily intended to reduce costs, consolidate our operations, rationalize the manufacturing of our products, and align our business in response to market conditions and as a result of recent acquisitions.

Lumentum Holdings' latest quarter

Questions

Did Lumentum Holdings raise or lower its guidance?

Lumentum Holdings (LITE) gave its guidance on Nov 2, 2026: Revenue $1.6B for Q2 FY2027; Operating margin 45%–46% for Q2 FY2027; EPS $5.90–$6.20 for Q2 FY2027.

What does Lumentum Holdings expect?

We believe the global markets in which Lumentum participates have fundamentally robust, long-term trends that will increase the need for our photonics products and technologies. We expect that the accelerating shift to digital and virtual approaches to many aspects of work and life will continue into the future. Virtual meetings, video calls, and hybrid in-person and virtual environments for work and other aspects of life will continue to drive strong needs for bandwidth growth and present dynamic new challenges that our technologies address.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.