Lumentum Hits $1.01 Billion in Q4 Revenue, Topping Estimates and Its Own Guidance

Lumentum reported fiscal Q4 2026 revenue of $1.01 billion on August 11, beating the $984.57 million consensus by 2.58% and landing at the top of its $960 million–$1.01 billion May guidance range. Management had cited AI-driven demand when setting that range above then-consensus of $908.3 million. The print confirms that thesis with actual numbers.