"CEO Michael Hurlston framed the outlook in unusually direct terms: 'Our forward guidance calls for over 85 percent year-over-year revenue growth, yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co-packaged optics (CPO).'"
"After last quarter's beat, anything short of the high end will read as deceleration. The big question is just how much Lumentum can beat revenue expectations by with their business extremely supply-constrained."
Lumentum is set to report its fiscal Q3 2026 results, with shares experiencing a remarkable increase of 1,452% over the past year. The company previously reported Q2 FY26 revenue of $665.5 million, exceeding expectations. CEO Michael Hurlston indicated strong future growth potential, particularly in optical circuit switches and co-packaged optics. Analysts are closely monitoring revenue guidance between $780 million and $830 million, as well as the optical circuit switch backlog, which will be crucial for future performance.
Read at 24/7 Wall St.
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