Lumentum Holdings reports Q1 revenue of $533.8 million, up 58% year over year
Lumentum Holdings Inc. reported fiscal first quarter 2026 net revenue of $533.8 million, representing an increase of 58.4% year-over-year and 11.0% quarter-over-quarter. Revenue from components reached $379.2 million, up 63.9% year-over-year, while systems revenue was $154.6 million, a 46.5% increase compared to the same period last year. The company noted a non-GAAP operating margin expansion of over 1,500 basis points year-over-year. Looking ahead, Lumentum expects second quarter fiscal 2026 net revenue in the range of $630 million to $670 million, non-GAAP operating margin between 20.0% and 22.0%, and non-GAAP diluted earnings per share of $1.30 to $1.50. The company reported strong momentum in data center, data center interconnect, and long-haul markets, and anticipates further growth from optical circuit switches, co-packaged optics, and cloud transceivers.
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