Stock Library / LITE

LITE Technology Latest YouTube: Q4 FY2026 Published 2026-08-12

Lumentum Holdings Inc.

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Latest earnings video

Lumentum (LITE) Q4 FY2026 Earnings: The $7.8 Billion Receipt

Published 2026-08-12

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Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q4 FY2026

2026-08-12

Podcast available

Yes

Current price

$914.06

+24.66 (+2.77%)

Trailing / Forward P/E

—

Forward: 27.69x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

109.3%

Earnings: —

Margins

28.3% op

Gross: 44.2% · Net: -230.1%

Balance sheet

1.68x current

Debt / Equity: 36.0

52-week range / Beta

$111.20 - $1085.68

Beta: 1.51

Analyst target

$1125.93

Upside: 23.2%

Cash / shareholder return

—

Dividend yield: —

Company context

Industry: Communication Equipment

Country: United States

Employees: —

Price to book: 22.04x

Return on equity: -240.0%

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures. Its Industrial Tech segment provides short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers that serves the semiconductor device, solar cell, display, and electric vehicle and battery manufacturing markets. The company was incorporated in 2015 and is headquartered in San Jose, California.

Price chart

Market context for LITE

Competitive view

LITE vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Lumentum Holdings Inc. latest YouTube video thumbnail

Lumentum Holdings Inc.

LITE

YouTube Spotify Podbean

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

LITE

$80.99B

Lumentum Holdings Inc.

INTC

$543.52B

Intel Corporation

MSFT

$3.68T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

LITE

—

Lumentum Holdings Inc.

INTC

—

Intel Corporation

MSFT

27.6x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

LITE

27.7x

Lumentum Holdings Inc.

INTC

50.4x

Intel Corporation

MSFT

21.1x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

LITE

109.3%

Lumentum Holdings Inc.

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

LITE

—

Lumentum Holdings Inc.

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

LITE

28.3%

Lumentum Holdings Inc.

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

LITE

44.2%

Lumentum Holdings Inc.

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

LITE

-230.1%

Lumentum Holdings Inc.

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

LITE

-240.0%

Lumentum Holdings Inc.

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

LITE

—

Lumentum Holdings Inc.

INTC

0.9%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

LITE

35.99x

Lumentum Holdings Inc.

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

LITE

1.68x

Lumentum Holdings Inc.

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

LITE

1.51

Lumentum Holdings Inc.

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

LITE

—

Lumentum Holdings Inc.

INTC

—

Intel Corporation

MSFT

0.7%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

LITE

23.2%

Lumentum Holdings Inc.

INTC

10.9%

Intel Corporation

MSFT

14.3%

Microsoft Corp.

Related research

Non-quarter videos featuring LITE

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections

Shorts and Clips 2026-08-12

LITE Stock: Lumentum Q4 FY2026 Earnings - A $7.8B Charge And 42% More Shares

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for LITE

Each row is one earnings episode with every verified platform link available.

Q4 FY2026

Episode live

2026-08-12

Published youtube podcast complete

Lumentum (LITE) Q4 FY2026 Earnings: The $7.8 Billion Receipt

Quarterly earnings-analysis entry for Lumentum Holdings Inc.. Use the links on the right to open the video or podcast episode.

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