• Lumentum Holdings Inc. (NASDAQ:LITE) is expected to report an EPS of $1.40 and revenue of approximately $646.7 million for its upcoming quarterly earnings.
• The company's growth is significantly driven by the increased demand for AI and cloud technologies, with over 60% of its revenue stemming from these sectors.
• Lumentum's optics business is thriving, thanks to the adoption of AI technologies, positioning the company as a leader in scaling AI infrastructure.

Lumentum Holdings Inc. (NASDAQ:LITE) is set to release its quarterly earnings on February 3, 2026. Analysts expect an earnings per share (EPS) of $1.40 and revenue of approximately $646.7 million. Lumentum is a key player in the optical and photonic products industry, providing essential components for cloud and data center applications. The company competes with firms like Finisar and II-VI Incorporated.

Lumentum is experiencing significant growth, driven by increased demand for AI and cloud technologies. The company projects revenues between $630 million and $670 million, with non-GAAP EPS ranging from $1.30 to $1.50. This is a substantial increase from the previous year's earnings of 42 cents per share, highlighting the company's strong performance.

Over 60% of Lumentum's revenue comes from AI and cloud demand, primarily from hyperscaler customers. The company's components for cloud and data center applications contribute to half of the expected growth in the second quarter. The Zacks Consensus Estimate for Lumentum's revenues is $652.4 million, a 62.2% increase from the previous year, with earnings estimated at $1.41 per share.

Lumentum's optics business is thriving due to the adoption of AI technologies. The company expects to surpass its revenue guidance of $650 million sooner than anticipated, thanks to strong demand for AI infrastructure and hyperscaler cloud services. Lumentum's products, such as laser chips and optical transceivers, are crucial for data center operations, positioning the company as a leader in scaling AI.

The upcoming earnings report could significantly impact Lumentum's stock price. If the company exceeds expectations, the stock price may rise. However, a miss could lead to a decline. The management's discussion during the earnings call will be vital in assessing the sustainability of any immediate price changes and future earnings expectations.