L LITE

Lumentum Holdings Inc

$964.50

+11.11% (+$96.43)

Volume 5.76M

52W High $1,085.68

52W Low $71.04

Market Cap $70.08B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.96

Whisper EPS

$3.14

6.1% above consensus

Last Quarter

$2.37

Current Streak

8 Beats

Avg Surprise (4Q)

+9.57%

Next Earnings Report

Reports in 81 days

Report Date Aug 12, 2026

Whisper Spread +6.15%

Consensus Estimate

$2.96

Official analyst average

Whisper Number

$3.14

What traders expect

Bullish Sentiment: The whisper number is 6.1% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q1 2026 May 5, 2026

1-Day: -5.06%

Q4 2025 Feb 3, 2026

1-Day: +7.00%

Q3 2025 Nov 4, 2025

1-Day: +23.57%

Q2 2025 Aug 12, 2025

1-Day: +0.48%

Revenue & Financial Performance

Revenue Whisper

$650.0M

TWN Proprietary Estimate

Last Quarter Revenue

$808.4M

+90.1% YoY

Gross Margin

44.2%

Net Margin: 17.8%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$808.4M	+90.1%	44.2%	21.6%	$144.2M
Q4'25	$665.5M	+65.5%	36.1%	9.7%	$78.2M
Q3'25	$533.8M	+58.4%	34.0%	1.3%	$4.2M
Q2'25	$480.7M	+55.9%	33.3%	-1.8%	$213.3M
Q1'25	$425.2M	+26.2%	28.8%	-8.9%	-$44.1M
Q4'24	$402.2M	+30.5%	24.8%	-12.8%	-$60.9M
Q3'24	$336.9M	+6.1%	23.1%	-24.5%	-$82.4M
Q2'24	$308.3M	-16.9%	16.6%	-43.3%	-$252.5M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 5, 2026	$2.27	$2.42	$2.37	+4.41%	Missed
Q4 2025	Feb 3, 2026	$1.41	$1.49	$1.67	+18.44%	Beat
Q3 2025	Nov 4, 2025	$1.03	$1.12	$1.10	+6.80%	Missed
Q2 2025	Aug 12, 2025	$0.81	$0.93	$0.88	+8.64%	Missed
Q1 2025	May 6, 2025	$0.50	$0.58	$0.57	+14.00%	Met
Q4 2024	Feb 6, 2025	$0.36	-$0.86	$0.42	+16.67%	Beat
Q3 2024	Nov 7, 2024	$0.12	$0.14	$0.18	+50.00%	Beat
Q2 2024	Aug 14, 2024	$0.03	$0.03	$0.06	+100.00%	Beat
Q1 2024	May 6, 2024	$0.26	$0.27	$0.29	+11.54%	Beat
Q4 2023	Feb 8, 2024	$0.30	$0.32	$0.32	+6.67%	Met
Q3 2023	Nov 8, 2023	$0.29	$0.30	$0.35	+20.69%	Beat
Q2 2023	Aug 17, 2023	$0.55	$0.57	$0.59	+7.27%	Beat