Lumentum Holdings Inc. · Communication Equipment

LITELumentum Holdings Inc.

Reports 2026-11-02 Pre-market · MonReaction day 11-02reported · reaction in progress

Before the print · expectationsfrozen at T-1

Street consensus

$4.27EPS

$1.27BRevenue

The record · last 8 prints

5/8

beat the EPS consensusmissed 3

±9.2%

average first-day moveclosed higher 6 of 8 times

3/8

moved more than options impliedusually stays inside the implied move

Move ruler · first session

typical ±9.2%

−15%+15%

The options-implied move posts once the event straddle is read, by the night before the print.

Pricing going in · as of the 10-30 close

−22.5%Move over the last 20 sessionsLast 5 sessions +11.2%

−12.4 ptsvs sector (XLK)XLK over the same window −10.2%

38.8×Forward P/EOn consensus current-FY EPS of $21.67 · 09-25

What the record doesn't tell you

Beat estimates 5 of 8 times. So which way does LITE go on 11‑02?

Model lean for 11-02, and the evidence behind it
Move band, P10 – P90
Last 8 prints, quarter by quarter
Peers that already reported, and how they traded

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The print · 8-K and call2026-11-02 · Pre-market

Revenue$1.26B

est. $1.27B · −0.9%

EPS$4.57

est. $4.27 · +7.0%

Guidance · Next Q revenue$1.57B–$1.63B

vs consensus +7.8% · Consensus $1.48B

Key figures, the focus-point check, management quotes, the sector read and the grade are in the full view. Start 30-day free trial →

Reactionreaction not yet settled

After-hours move—pre-market print, no after-hours read

Open / day close— / −14.8%Move so far · as of 18:05

5 days later—day 5 pending

Lean, stance and evidence on this page are model outputs, not investment advice. Trade at your own risk. Disclaimer →

Lumentum earnings review: what the record says

Lumentum (LITE) reported earnings on Nov 2, 2026, before the open. The company posted EPS of $4.57 against $4.27 expected (a 7.0% beat) and revenue of $1.26B against $1.27B expected.

Across its last 8 reports, LITE beat the EPS consensus 5 times out of 8 with a figure on file, and the stock moved an average of 9.2% on the first trading day, closing higher 6 of 8 times. That first-day move was larger than the options-implied move in 3 of 8 reports. Measured over five sessions, the average move was 14.8%.

Historically, LITE has usually stayed inside its implied move. Beats have mostly been rewarded: LITE closed higher after 4 of its 5 EPS beats. NextPick tracks LITE in its Optical Modules basket alongside COHR, MTSI, FN, AAOI and POET, whose prints read through to this one.

Figures come from NextPick's earnings-reaction ledger and the options market. Not investment advice.

LITE earnings: key questions

How much does LITE stock move after earnings?

Over its last 8 reports, LITE moved an average of 9.2% on the first trading day after earnings. The move was larger than the options-implied move in 3 of 8 reports.

Does LITE usually beat earnings estimates?

LITE beat the EPS consensus in 5 of its last 8 reports with a surprise on file and missed in 3.