NASDAQ$LITE
Lumentum Holdings Inc · Q1 2025 earnings
Q1 2025 earnings · · Investor relations
Briefing
Lumentum's Q1 2025 financial performance exceeded expectations, with revenue and EPS surpassing guidance, driven by strong datacom laser chip orders and expanding cloud demand.
Lumentum reported a net revenue of $336.9 million and a GAAP net loss of $82.4 million, or $1.21 per diluted share, for the fiscal first quarter ended September 28, 2024. Non-GAAP net income was $12.2 million, or $0.18 per diluted share. The company exceeded the high end of its guidance for both revenue and earnings per share, driven by strong demand for datacom laser chips and expanding cloud demand.
- Net revenue for the fiscal first quarter of 2025 was $336.9 million.
- GAAP net loss was $82.4 million, or $1.21 per diluted share.
- Non-GAAP net income was $12.2 million, or $0.18 per diluted share.
- The company held $916.1 million in total cash, cash equivalents, and short-term investments at the end of the fiscal first quarter of 2025.
Headline financials
Revenue & EPS history
Lumentum · Revenue · Quarterly
$337M
Forward guidance
Lumentum expects net revenue in the range of $380 million to $400 million and non-GAAP diluted earnings per share of $0.30 to $0.40 for the fiscal second quarter 2025.
Tailwinds
- Net revenue in the range of $380 million to $400 million
- Non-GAAP operating margin of 5.5% to 7.5%
- Non-GAAP diluted earnings per share of $0.30 to $0.40
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2025
+1.1%
Avg return
Earnings day
+4.0%
Avg return
5 days after
+4.5%
Avg return
30 days after
45%
21 / 47 earnings
Positive
+25.8%
Q2 2018
Best reaction
-21.5%
Q1 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | -7.7% | +5.9% | -13.2% | |
| Q2 2026 | +11.3% | +32.6% | +28.3% | |
| Q1 2026 | +23.6% | +38.0% | +75.9% | |
| Q3 2025 | +3.0% | +11.3% | +26.5% | |
| Q2 2025 | -7.3% | -14.5% | -33.0% | |
| Q1 2025 | +16.5% | +20.4% | +29.0% | |
| Q4 2024 | +13.0% | +14.2% | +20.6% | |
| Q3 2024 | -7.5% | -2.1% | +1.5% | |
| Q2 2024 | -14.6% | -19.0% | -18.9% | |
| Q1 2024 | -5.9% | -2.6% | +4.8% | |
| Q4 2023 | +2.5% | +9.6% | +3.1% | |
| Q3 2023 | -7.0% | -11.8% | +6.7% | |
| Q2 2023 | -2.9% | -3.0% | -15.7% | |
| Q1 2023 | -21.5% | -18.0% | -20.8% | |
| Q4 2022 | -7.2% | -3.9% | -21.1% | |
| Q3 2022 | +8.1% | +5.9% | +2.3% | |
| Q2 2022 | -10.5% | -5.5% | -7.5% | |
| Q1 2022 | +7.5% | +6.3% | -1.0% | |
| Q4 2021 | +5.9% | +7.4% | +6.4% | |
| Q3 2021 | -17.9% | -12.1% | -1.6% | |
| Q2 2021 | -7.4% | -7.2% | -10.8% | |
| Q1 2021 | -1.1% | +7.2% | +5.4% | |
| Q4 2020 | +5.6% | +5.6% | -20.2% | |
| Q3 2020 | +2.7% | +3.7% | -2.3% | |
| Q2 2020 | +12.9% | +13.1% | +12.7% | |
| Q1 2020 | +13.9% | +15.1% | +28.8% | |
| Q4 2019 | +8.6% | +8.2% | +4.9% | |
| Q3 2019 | -2.4% | -3.7% | -27.6% | |
| Q2 2019 | -5.8% | -14.7% | -6.7% | |
| Q1 2019 | -4.2% | +0.8% | -18.6% | |
| Q4 2018 | +1.0% | +0.8% | +13.7% | |
| Q3 2018 | +11.3% | +16.7% | +16.4% | |
| Q2 2018 | +25.8% | +34.3% | +53.4% | |
| Q1 2018 | -6.8% | -9.1% | -17.3% | |
| Q4 2017 | -10.5% | -8.7% | -4.8% | |
| Q3 2017 | +15.7% | +20.1% | +36.4% | |
| Q2 2017 | +18.2% | +22.3% | +18.2% | |
| Q1 2017 | -7.9% | -11.9% | +1.4% | |
| Q4 2016 | +1.8% | +4.6% | +20.2% | |
| Q3 2015 | -5.2% | — | — | |
| Q3 2016 | -5.2% | — | — | |
| Q2 2016 | +9.2% | — | — | |
| Q1 2015 | -0.6% | — | — | |
| Q1 2016 | -0.4% | — | — | |
| Q4 2015 | -0.1% | — | — | |
| Q2 2015 | -0.1% | — | — | |
| Q4 2014 | -0.1% | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro