Lumentum Holdings Inc

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Lumentum Earnings: Strong Results Overshadowed by Deal to Be Acquired by Marvell

Martin Szumski

Nov 2, 2026

Lumentum posted a blowout fiscal first quarter, with revenue surging 137% and adjusted earnings quadrupling to $4.57 a share. Management guided a strong second quarter driven by continued optics demand. The results came as Marvell unveiled a $115 billion all-stock deal to buy the company.

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Lumentum Holdings Inc

Lumentum Earnings: Strong Results Overshadowed by Deal to Be Acquired by Marvell

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