Lumentum Holdings Inc (LITE) surpasses revenue and EPS guidance, driven by robust cloud demand, despite facing supply chain constraints and industrial segment declines.

Lumentum (LITE) delivered earnings and revenue surprises of 13.51% and 2.46%, respectively, for the quarter ended December 2024. Do the numbers hold clues to what lies ahead for the stock?

For the current quarter ending in March, Lumentum expects its per-share earnings to range from 47 cents to 53 cents. The company said it expects revenue in the range of $410 million to $425 million for the fiscal third quarter.

Lumentum Holdings Inc. ( NASDAQ: LITE) Q2 2025 Earnings Conference Call February 6, 2025 5:00 PM ET Kathy Ta - Vice President, Investor Relations Alan Lowe - President and Chief Executive Officer Wajid Ali - Executive Vice President and Chief Financial Officer

Lumentum Holdings beat estimated earnings by 17.0%, reporting an EPS of $0.42 versus an estimate of $0.36. Revenue was up $35.40 million from the same period last year. In the previous quarter, the company beat on EPS by $0.06, resulting in a 14.000000000000002% increase change in the share price the following day.