Lumentum Holdings Inc. (LITE) Q3 2026 Financial Results Summary

Release Date: May 5, 2026

Lumentum Holdings Inc. ("Lumentum" or the "Company") reported its financial results for the third quarter of fiscal year 2026, ending March 28, 2026. The Company demonstrated significant year-over-year growth in both revenue and margins, signaling robust performance in its business operations.

Key Financial Metrics for Q3 2026:

• Net Revenue: $808.4 million
  • Growth: Up 90% year-over-year (from $425.2 million in Q3 2025)
  • Sequential Growth: Up 21.5% from $665.5 million in Q2 2026
• GAAP Gross Margin: 44.2%
  • Growth: Up 1,540 basis points year-over-year (from 28.8% in Q3 2025)
  • Sequential Growth: Up 810 basis points from 36.1% in Q2 2026

Note: All amounts in the following tables are in millions.

Three Months Ended	March 28, 2026	March 29, 2025
Net revenue	$808.4	$425.2
Cost of sales	$432.1	$283.7

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