Lumentum is scheduled to report its fourth-quarter fiscal 2026 results on August 11, with revenue guidance between $960 million and $1.01 billion and non-GAAP earnings per share expected in the $2.85 to $3.05 range. The Zacks Consensus Estimate calls for revenues of $988.56 million, up 105.65% year over year, and earnings of $2.99 per share, compared with 88 cents a year ago. The company has beaten estimates in all four prior quarters with an average surprise of 9.59%. Results are expected to benefit from robust cloud and AI demand, a ramp in 1.6T transceivers, and strong pricing for EML laser chips, though supply constraints may have limited upside. Lumentum shares have surged 127.4% year to date, outperforming the broader sector and peers Coherent and Ciena but trailing Marvell Technology.
