Lumentum Holdings Inc. reported net revenue of $480.7 million for the fiscal fourth quarter of 2025, exceeding the high end of its upwardly revised guidance. This represents a 13.1% increase quarter-over-quarter and a substantial 55.9% increase year-over-year.
For the full fiscal year 2025, Lumentum achieved net revenue of $1,645.0 million, a 21.0% increase from fiscal year 2024, and returned to GAAP net income of $25.9 million, or $0.37 per diluted share, a significant turnaround from a net loss in the prior year. Non-GAAP net income for the full year was $146.4 million, or $2.06 per diluted share.
The Cloud & Networking segment was the primary growth driver, with Q4 revenue reaching $424.1 million, up 16.1% sequentially and 66.5% year-over-year. Lumentum provided strong non-GAAP guidance for the first quarter of fiscal year 2026, projecting net revenue between $510 million and $540 million, and diluted earnings per share between $0.90 and $1.05. The CEO also expressed confidence in surpassing $600 million in quarterly revenue by June 2026 or earlier.
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