Lumentum reported that net revenue for fiscal third quarter 2025 was $425.2 million, with GAAP net loss of $44.1 million, or $0.64 per diluted share. Net revenue for fiscal second quarter 2025 was $402.2 million.

1. 01

   Lumentum reported that net revenue for fiscal third quarter 2025 was $425.2 million, with GAAP net loss of $44.1 million, or $0.64 per diluted share. Net revenue for fiscal second quarter 2025 was $402.2 million.

2. 02

   The company said Non-GAAP gross margin for fiscal third quarter 2025 was 35.2%, Non-GAAP operating margin was 10.8%, and Non-GAAP net income was $40.9 million, or $0.57 per diluted share. Non-GAAP operating margin for fiscal third quarter 2024 was (0.2)%.

3. 03

   Lumentum said Cloud & Networking segment revenue for fiscal third quarter 2025 was $365.2 million, representing 85.9% of total net revenue, and Industrial Tech segment revenue was $60.0 million. Year-over-year, Cloud & Networking increased 16.4% and Industrial Tech increased 13.9%.

4. 04

   The company said it expects net revenue of $440 million to $470 million, Non-GAAP operating margin of 13.0% to 14.0%, and Non-GAAP diluted earnings per share of $0.70 to $0.80 for fiscal fourth quarter 2025. It said it has not provided reconciliations from GAAP to non-GAAP measures for this outlook.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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