开源证券-通信行业周报:Lumentum业绩亮眼,光芯片为核心驱动-251109

市场资讯
Nov 09

(来源:研报虎)Lumentum业绩表现亮眼,数据中心业务成长空间广阔2025年11月4日,Lumentum公布截至2025年9月27日的2026财年第一季度财务业绩,FY26Q1营收达到5.338亿美元,同比增长58.44%,环比增长11.05%,处于公司此前指引范围的高位;非GAAP准则下,运营利润达0.998亿美元,运营利润率达到18.7%,同比提升15.7pct,摊薄EPS达1.10美元,...

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