Lumentum Holdings Full Year 2025 Earnings: EPS Beats Expectations

Lumentum Holdings (NASDAQ:LITE) Full Year 2025 Results

Key Financial Results

• Revenue: US$1.65b (up 21% from FY 2024).
• Net income: US$25.9m (up from US$546.5m loss in FY 2024).
• Profit margin: 1.6% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue.
• EPS: US$0.38 (up from US$8.12 loss in FY 2024).

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All figures shown in the chart above are for the trailing 12 month (TTM) period

Lumentum Holdings EPS Beats Expectations

Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates.

The primary driver behind last 12 months revenue was the Cloud & Networking segment contributing a total revenue of US$1.41b (86% of total revenue). Notably, cost of sales worth US$1.10b amounted to 67% of total revenue thereby underscoring the impact on earnings. The largest operating expense was General & Administrative costs, amounting to US$341.0m (47% of total expenses). Over the last 12 months, the company's earnings were enhanced by non-operating gains of US$205.0m. Explore how LITE's revenue and expenses shape its earnings.

Looking ahead, revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Communications industry in the US.

Performance of the American Communications industry.

The company's shares are down 3.6% from a week ago.

Risk Analysis

We should say that we've discovered 1 warning sign for Lumentum Holdings that you should be aware of before investing here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.