Welcome to our dedicated page for Lumentum Hldgs news (Ticker: LITE), a resource for investors and traders seeking the latest updates and insights on Lumentum Hldgs stock.
Lumentum Holdings Inc. (NASDAQ: LITE) is a designer and manufacturer of optical and photonic products used in telecom, enterprise, and data center networks, as well as lasers for advanced manufacturing and next-generation 3D sensing, imaging, and sensing applications. This news page aggregates company-specific coverage so readers can follow how Lumentum’s technology, strategy, and financial performance evolve over time.
According to company press releases, Lumentum is closely tied to AI and cloud infrastructure, with photonics solutions deployed both inside and outside the data center. News items frequently highlight developments in cloud and networking, including high-speed optical transceivers, external cavity lasers, and optical circuit switches that support data center interconnect, long-haul transmission, and large communications networks.
Investors can expect regular financial news, such as quarterly and annual results, non-GAAP performance metrics, and business outlooks, which are often accompanied by conference calls and slide presentations. Lumentum also issues capital markets updates, including announcements and pricing details for its convertible senior notes and related capped call transactions, as disclosed in recent 8-K filings.
Corporate and governance updates appear as well, including board appointments, stockholder meeting outcomes, and approvals of equity incentive plans. In addition, Lumentum publishes product and technology announcements around major industry events like the European Conference on Optical Communications (ECOC), where it showcases optical circuit switches, high-speed transceivers, and tunable lasers aimed at AI-driven data centers and large-scale networks.
For anyone tracking LITE, this page offers a focused view of Lumentum’s earnings releases, financing activities, product launches, and governance disclosures, helping readers understand how the company positions itself within optical communications, photonics, and laser technology markets.
Lumentum (NASDAQ: LITE) will release its fiscal third quarter 2026 financial results on Tuesday, May 5, 2026 after market close. A live audio webcast and replay will be held the same day at 2:00 p.m. PT / 5:00 p.m. ET and posted on the company's investor site.
Analysts may pre-register for interactive Q&A. The earnings press release and supporting materials will be available in the News Releases and Events sections of the investor website.
Lumentum (NASDAQ:LITE) will establish a new 240,000-square-foot U.S. manufacturing facility in Greensboro, North Carolina to produce advanced indium phosphide (InP) optical devices, including CW and ultra-high-power lasers, for hyperscale AI data centers.
The site, acquired from Qorvo and currently operational, transfers an experienced workforce, will use 6-inch InP wafers, expects to ramp production in mid-2028, and names NVIDIA as a customer. Lumentum plans to invest hundreds of millions of dollars and preserve/create over 400 US manufacturing jobs, supported by state and local economic development programs.
Lumentum (NASDAQ: LITE) is showcasing photonic products and demonstrations for AI and data center infrastructure at OFC 2026 in Los Angeles. Highlights include a 1.6T DR4 OSFP prototype using 4x400G differential EMLs, an 800 mW super-high-power laser, a 16-channel DWDM UHP laser, and multi-rail coherent monitoring and equalization demos.
The portfolio targets scale-out, scale-up and scale-across architectures including CPO, coherent monitoring, and long-haul DCI applications.
Lumentum (NYSE:LITE) unveiled a 1060nm VCSEL scale-up optical interconnect demonstration at OFC 2026 for next‑generation AI rack architectures. The platform uses a high‑density multimode 1060nm VCSEL array co‑packaged with a host ASIC in a fan‑out wafer‑level package and supports >150°C operation.
The monolithic 2D array with backside lensing enables precise alignment, channel sparing for reliability, and an independent supply‑chain alternative to silicon photonics and InP lasers. The company builds the platform on its high‑volume 3D sensing manufacturing base, which has shipped over 10 billion emitters.
Marvell and Lumentum (NASDAQ: LITE) will demonstrate an integrated rack-level optical circuit switching (OCS) system at OFC 2026 in Los Angeles, March 17-19, in Marvell booth #1600.
The live demo pairs Marvell DSPs and modules (Aquila 1.6T, Ara 1.6T, COLORZ 800) with Lumentum’s R300 OCS and Marvell RELIANT telemetry to showcase low-latency, energy-efficient AI data center fabrics.
Lumentum (NASDAQ: LITE) announced its speaker lineup for the 2026 Optical Fiber Communication Conference and Exposition (OFC) in Los Angeles, March 15–19, 2026. Executives and engineers will present on AI data center optics, network scaling, and photonics topics. Visit Lumentum at booth #1439.
Key sessions include an Optica Executive Forum fireside chat with CTO Matt Sysak and a CEO panel with Michael Hurlston on Monday, March 16, plus multiple technical panels, symposia, workshops, and special events throughout the conference.
Lumentum (NYSE:LITE) will join the S&P 500 before market open on March 23, 2026, moving from the S&P MidCap 400 after reaching a larger market capitalization. The company and CEO Michael Hurlston framed the promotion as recognition of growth, increased liquidity, and greater market visibility.
Inclusion places Lumentum among 500 leading U.S. companies and is cited as a milestone reflecting its role in advanced photonics and AI infrastructure capacity expansion.
Lumentum (NASDAQ: LITE) announced its speaker lineup for OFC 2026 in Los Angeles, March 15–19. Company leaders including CEO Michael Hurlston and CTO Matt Sysak will participate in panels, forums, symposia, workshops, and booth #1439 engagements.
Key sessions include an Optica Executive Forum fireside chat and CEO panel on March 16, multiple technical symposia on AI interconnects, and workshops on optical networking and laser devices.
Lumentum (NASDAQ:LITE) announced management will participate in two upcoming investor events: the Susquehanna 15th Annual Technology Conference on February 26, 2026 (meetings 8:30 a.m.–5:00 p.m. ET) and the Morgan Stanley TMT Conference on March 2, 2026 (presentation 11:30 a.m. PT; meetings 8:30 a.m.–4:45 p.m. PT).
Institutional investors should contact their firm representatives for meeting availability. A webcast link is provided for the Morgan Stanley presentation.
Lumentum (NASDAQ: LITE) reported fiscal Q2 2026 results for the quarter ended December 27, 2025. Net revenue $665.5M, GAAP net income $78.2M ($0.89/share), non-GAAP net income $143.9M ($1.67/share). GAAP gross margin 36.1%, non-GAAP gross margin 42.5%.
Management highlighted >65% YoY revenue growth, backlog above $400M for optical circuit switches, and an incremental multi‑hundred‑million‑dollar CPO order deliverable in H1 2027. Q3 guidance: $780M–$830M revenue, non‑GAAP operating margin 30%–31%, non‑GAAP EPS $2.15–$2.35.