Quarterly Results
LITE
FY2026Q1
16:03:00
After Hours
Revenue
$533.80M
+1.39%
EPS
-$1.10
+6.80%
Al Prediction
-AI Summary
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Attend WebcastLITE
FY2025Q4
16:03:00
After Hours
Revenue
$480.70M
+2.29%
EPS
-$0.88
+8.64%
Al Prediction
-AI Summary
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FY2025Q3
16:03:00
After Hours
Revenue
$425.20M
+1.68%
EPS
-$0.57
+14.00%
Al Prediction
-AI Summary
SlideAttend WebcastLITE Earnings Forecast
Looking ahead, LITE remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q2 project quarter revenue of 646.74M and an EPS of 1.38.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 13.57%, while EPS estimates have been Revise Upward by 17.22%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Upward by 15.61% . These revisions correlate with a 113.54% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in LITE long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
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Revenue Estimates for FY2026
Revise Upward
+13.57%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+17.22%
In Past 3 Month
Unlock the reason behind revisions!
Revenue Estimates for Q2 2026
Revise Upward
+15.61%
In Past 3 Month
Stock Price
Go Up
+113.54%
In Past 3 Month
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Al Analysis
Earnings Surprise Analysis
Revenue
EPS
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Al Analysis
Earnings Reaction
The chart below shows how LITE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LITE sees a -0.88% change in stock price 10 days leading up to the earnings, and a +8.13% change 10 days following the report. On the earnings day itself, the stock moves by -2.18%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 23.57% on the day following the earnings release and then changed by 31.36% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
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Frequently Asked Questions
What were the key highlights of LITE's latest earnings report for FY2026Q1?
LITE reported its FY2026Q1 earnings on 2025-11-04, showcasing a revenue of 533.80M against an estimate of 526.46M, resulting in a 1.39% surprise. The EPS was 1.1, surpassing the expected 1.03 by 6.8% . The stock experienced a 23.57% price change on the earnings day and a 37.98% change over the next five days, reflecting market reactions to the results.
How did LITE's stock price react after the FY2026Q1 earnings release?
Following LITE's FY2026Q1 earnings announcement on 2025-11-04, the stock price moved by 23.57% on the day of the release. Over the subsequent five days, it saw a 37.98% change. Historically, LITE's stock price tends to shift by an average of -0.88% in the 10 days leading up to earnings and +8.13% in the 10 days following, providing insight into potential market.
What are the revenue and EPS estimates for LITE for 2026/Q2?
For 2026/Q2, analysts estimate LITE’s annual revenue to reach 646.74M, while the EPS is projected at 1.38. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 13.57% and EPS estimates Revise Upward by 15.61% over the past three months, indicating analyst expectation in the company’s performance.
How does LITE's stock price correlate with earnings forecast revisions?
The correlation between LITE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 13.57%, while EPS estimates moved Revise Upward by 15.61% . This trend suggests that price dips could present buying opportunities for investors.
What should investors expect from LITE's next earnings report?
Based on historical trends, LITE's stock price typically moves by -0.88% in the 10 days before its earnings and +8.13% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.38 and revenue of 646.74M.
What is the sentiment in Lumentum Holdings Inc (LITE) Q1 2026 Earnings Call Summary?
The earnings call summary highlights strong financial metrics, including record high revenue projections and optimistic guidance for future growth. The Q&A section reinforces these positives with a focus on high-margin products and strategic capacity expansions. Although management was vague on some specifics, the overall sentiment from analysts was positive, particularly regarding demand and margin improvements. Given the company's market cap and the positive catalysts, a stock price increase of 2% to 8% is likely in the next two weeks.