Lumentum shares jump in premarket after fiscal Q4 beat and strong Q1 outlook

Lumentum shares rose in premarket trading on August 12, 2026, after the fiscal fourth-quarter report beat Street expectations. Revenue of $1.01 billion and adjusted EPS of $3.23 were both ahead of consensus, and the first-quarter revenue midpoint of $1.25 billion sat well above the roughly $1.16 billion analysts had expected. Traders reacted to the guidance as the main driver.

• Premarket move: about 8.7% higher to $892
• Q1 FY27 revenue guidance midpoint $1.25 billion versus roughly $1.16 billion consensus
• Adjusted EPS $3.23 versus about $2.95 consensus