Lumentum is trading 10.29% up now at $905.02 after reporting fiscal fourth-quarter revenue of $1.01 billion and non-GAAP EPS of $3.23, both above expectations.

  • Q1 fiscal 2027 revenue guidance of $1.225–$1.275 billion exceeded the $1.16 billion consensus.
  • EPS guidance of $4.05–$4.35 also topped expectations, reinforcing accelerating AI optical-networking demand.
  • Sector strength adds support, with SOXX up 3.42% during regular trading.