Lumentum to Report Q2 Results Feb. 3 as Shares Rally 327% on AI Demand
Lumentum said it will report fiscal second-quarter 2026 results on February 3 after the market close and host a webcast at 2:00 p.m. PT/5:00 p.m. ET. Shares have surged 326.9% over the past year to a 52-week high, driven by booming AI demand, record laser shipments and upbeat revenue growth.
1. Lumentum to Release Fiscal Q2 2026 Results February 3
Lumentum Holdings Inc. will report its fiscal second quarter 2026 financial results on Tuesday, February 3, 2026, immediately after market close. The company has scheduled an audio webcast for the same day at 2:00 p.m. PT/5:00 p.m. ET, with both live streaming and replay available in the Investors section of its website. Analysts interested in participating in the interactive Q&A session are encouraged to pre-register via the link provided on the site. The earnings press release and supplementary materials for the conference call will be posted under the "News Releases" and "Events" sections of the investor portal.
2. Stock Trades Near 52-Week High on Booming AI and Laser Demand
Lumentum’s shares have surged 326.9% over the past 12 months, bringing the stock to within striking distance of its 52-week high. This rally has been driven by accelerating AI infrastructure build-outs, which have boosted demand for the company’s high-performance optical components, and record laser shipments to advanced manufacturing customers. Investors have highlighted the company’s year-over-year revenue growth and expanding margins in its photonic solutions business as key factors supporting the bullish outlook.