Lumentum股价跳涨5%，AI数据中心需求推动第四季度业绩超预期

英为财情

2025/08/13

圣何塞 - Lumentum Holdings Inc . (NASDAQ:LITE)股价飙升5%，此前这家光学组件制造商报告第四季度业绩好于预期，这得益于支持AI数据中心的云产品需求强劲。该公司报告其财政第四季度调整后每股收益为0.88美元，超过分析师预估的0.80美元。营收达到4.807亿美元，超过市场一致预期的4.6731亿美元，同比增长55.9%。这一强劲表现归功于公司在满足其AI...

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(NASDAQ:LITE)股价飙升5%，此前这家光学组件制造商报告第四季度业绩好于预期，这得益于支持AI数据中心的云产品需求强劲。\n该公司报告其财政第四季度调整后每股收益为0.88美元，超过分析师预估的0.80美元。营收达到4.807亿美元，超过市场一致预期的4.6731亿美元，同比增长55.9%。这一强劲表现归功于公司在满足其AI...</p>\n\n<a href=\"https://cn.investing.com/news/earnings/article-93CH-2934065\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://cn.investing.com/news/earnings/article-93CH-2934065","article_id":"2559621329","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/earnings/article-93CH-2934065","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2559621329","pubTimestamp":1755029520,"columns":[{"name":"行业数据","id":30,"label_key":"dataReport"}],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"圣何塞 -  Lumentum Holdings Inc . 股价飙升5%，此前这家光学组件制造商报告第四季度业绩好于预期，这得益于支持AI数据中心的云产品需求强劲。该公司报告其财政第四季度调整后每股收益为0.88美元，超过分析师预估的0.80美元。这一强劲表现归功于公司在满足其AI数据中心产品组合需求方面的卓越执行力。管理层表示有信心在2026年6月或更早实现季度收入超过6亿美元，这将由AI数据中心和长途解决方案的持续强劲需求所推动。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LITE":"Lumentum Holdings Inc.","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4020":"通信设备","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV"},"translate_title":"Lumentum shares jump 5% as AI data center demand drives Q4 results above expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LITE":1},"content_text":"圣何塞 -  Lumentum Holdings Inc . (NASDAQ:LITE)股价飙升5%，此前这家光学组件制造商报告第四季度业绩好于预期，这得益于支持AI数据中心的云产品需求强劲。\n该公司报告其财政第四季度调整后每股收益为0.88美元，超过分析师预估的0.80美元。营收达到4.807亿美元，超过市场一致预期的4.6731亿美元，同比增长55.9%。这一强劲表现归功于公司在满足其AI数据中心产品组合需求方面的卓越执行力。\n\"在我们的财政第四季度，我们在满足支持AI数据中心的云产品组合的强劲需求方面表现出色，\"Lumentum总裁兼首席执行官Michael Hurlston表示。\"这一稳健的表现，加上持续的客户需求，推动我们第四季度收入超过了我们6月初上调后的指引上限。\"\n公司的云和网络部门占总收入的88.2%，同比增长66.5%至4.241亿美元。这一出色表现广泛体现在以云为中心的业务中，尤其是在EML芯片、泵浦激光器和用于数据中心互连的窄线宽激光器组件等组件以及800G模块方面表现强劲。\nLumentum的调整后毛利率从去年同期的27.8%提高到37.8%，而调整后营业利润率达到15.0%，相比一年前的亏损5.1%有显著改善。\n展望未来，Lumentum对2026财年第一季度持乐观态度，预计营收在5.1亿美元至5.4亿美元之间，中值5.25亿美元表明环比将继续增长。公司还预计调整后每股收益在0.95美元至1.10美元之间，非通用会计准则营业利润率提高至16.0%至17.5%。\n管理层表示有信心在2026年6月或更早实现季度收入超过6亿美元，这将由AI数据中心和长途解决方案的持续强劲需求所推动。\n\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}