Lumentum Reports Record Q3 2026 Revenue and Improved Margins Amid Supply Chain Constraints
Lumentum (LITE) reported record Q3 2026 revenue of $808.4 million, a 90% year-over-year increase, driven by growth in transceiver and laser chip sales. Non-GAAP operating and gross margins also rose significantly due to improved manufacturing and pricing. However, the company faces ongoing supply chain constraints limiting its ability to meet demand.
Tickers: $LITE
Topics: gross_margin laser_chips operating_margin revenue supply_chain transceivers