Lumentum Holdings Inc. (LITE) saw its stock soar 6.10% in after-hours trading on Tuesday, following the release of its fiscal third-quarter 2025 financial results that exceeded analysts' expectations across multiple metrics.

The optical and photonic products manufacturer reported adjusted earnings per share (EPS) of $0.57, significantly outperforming the IBES estimate of $0.50. Revenue for the quarter came in at $425.2 million, surpassing the projected $418.3 million. Lumentum's adjusted net income reached $40.9 million, comfortably beating the estimated $36.2 million.

Further bolstering investor confidence, Lumentum posted solid profitability metrics with an adjusted gross margin of 35.2% and an adjusted operating margin of 10.8%. The company also provided an optimistic outlook for the fourth quarter, projecting net revenue in the range of $440 million to $470 million. This combination of strong current performance and positive forward guidance appears to have fueled the substantial after-hours stock price increase.