Lumentum Holdings's results for fiscal Q1 2027 (ended Sep 26, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-02. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,263 million (+136.5% vs a year earlier) |
| Diluted EPS (GAAP) | $3.54 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $4.57 |
| Full-year guidance | Next quarter only |
Guidance
Lumentum guides fiscal Q2 2027 revenue of $1.575–1.625 billion, non-GAAP operating margin 45%–46%, and non-GAAP EPS of $5.90–6.20.
Why this label: Business Outlook covers fiscal Q2 2027 only (revenue $1.575-1.625B, non-GAAP EPS $5.90-6.20); no full-year guidance.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| net revenue | fiscal Q2 2027 | $1.575–1.625 billion |
| non-GAAP operating margin | fiscal Q2 2027 | 45.0%–46.0% |
| non-GAAP diluted EPS | fiscal Q2 2027 | $5.90–6.20 |
From the release
Revenue: "Net revenue · $ · 1,262.6 · $ · 1,006.3 · $ · 533.8 · 25.5% · 136.5%"
Earnings per share: "Net revenue for the first quarter of fiscal year 2027 was $1.26 billion, with GAAP net income of $360.3 million, or $3.54 per diluted share."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Revenue rose 136.5% year over year to $1.26 billion.
Source
Lumentum Holdings earnings release (SEC filing), accession 0001628280-26-068655, filed 2026-11-02.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.