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LITE Lumentum
Optical · NASDAQ · 한국어 페이지
InP lasers (San Jose, Japan) plus transceivers built by Fabrinet in Thailand.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 5, 2026
Our estimate
$1.28B
$1.25B–$1.30B
vs a year ago
+139%
vs consensus
+2.0%
High confidence · within ±5% in 12 of 12 backtested quarters, average error 1.2%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
US imports of Thai optical gear (incl. transceivers) + California LED · laser diode exports · to Aug 2026
+123%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Thai network equipment US Census Bureau | Company shipments | A Direct link | 0.88 | Aug 2026 |
US imports of Thai optical gear (incl. transceivers) US Census Bureau | Company shipments | A Direct link | 0.81 | Aug 2026 |
California LED · laser diode exports US Census Bureau | Production shipments | B Linked | 0.57 | Aug 2026 |
San Francisco imports of Japanese compound wafers (InP) US Census Bureau | Inputs | C Industry context | 0.40 · leads 1Q | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.