Lumentum said net revenue for Q4 of fiscal 2025 ended June 28, 2025 was $480.7 million, and full-year net revenue was $1,645.0 million. The company said Q4 net revenue increased 13.1% sequentially and 55.9% year-over-year, according to tables in the filing.

1. 01

   Lumentum said net revenue for Q4 of fiscal 2025 ended June 28, 2025 was $480.7 million, and full-year net revenue was $1,645.0 million. The company said Q4 net revenue increased 13.1% sequentially and 55.9% year-over-year, according to tables in the filing.

2. 02

   Lumentum said GAAP net income for Q4 was $213.3 million, or $2.96 per diluted share, and income tax benefit was $224.7 million. The company said loss before income taxes for the same quarter was $11.4 million, and net loss for the prior quarter was $44.1 million.

3. 03

   Lumentum said GAAP gross margin for Q4 was 33.3%, Non-GAAP gross margin was 37.8%, and Non-GAAP operating margin was 15.0%. GAAP operating loss margin was (1.7)%.

4. 04

   Lumentum expects net revenue of $510 million to $540 million, Non-GAAP operating margin of 16.0% to 17.5%, and Non-GAAP diluted earnings per share of $0.95 to $1.10 for Q1 of fiscal 2026.

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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