Lumentum's Q4 Revenue: $1.01B, Beating Estimates and Guidance

Lumentum posted $1.01 billion in fiscal Q4 2026 revenue on August 11, beating the $984.57 million analyst consensus by 2.58% and landing at the top of its May guidance range ($960M–$1.01B). Management had cited AI-driven demand when setting that range above the prior $908.3M consensus. The actual numbers confirm that thesis.