Lumentum's quarterly revenue doubles to $1.01B on AI data-center optics demand

Lumentum/UHP lasers for co-packaged optics

Lumentum reported $1.01B revenue for the June 2026 quarter, up 109% from a year earlier, and $3.01B for fiscal 2026. It guided to $1.225–1.275B for the next quarter and named rising demand for its high-power CPO lasers and optical circuit switches as growth drivers.

• Q4 FY2026 revenue $1.01B (+109% year on year); FY2026 revenue $3.01B (+83%).
• Q1 FY2027 guidance: $1.225–1.275B revenue.
• Growing orders for ultra-high-power CPO lasers, which management sees as the first sign of optics moving inside the server rack.
• Optical circuit switches and 1.6T cloud modules cited as other main growth drivers.