🟢 Lumentum is trading 8% up in pre-market after earnings beat and accelerating AI demand

Lumentum is trading $886.50, 8.03% up in pre-market after its August 11, 2026 earnings beat expectations and highlighted accelerating AI-driven optical demand.

• Fiscal Q4 revenue reached $1.0063 billion; non-GAAP diluted EPS was $3.23, with revenue up 109.3% year over year on AI demand.
• Fiscal Q1 2027 guidance: revenue of $1.225–$1.275 billion, midpoint above consensus; adjusted EPS of $4.05–$4.35, midpoint $4.20 versus $3.63 consensus.
• The $7.2 billion GAAP loss was largely non-cash.