$LITE 2025Q4 Earning

Investment Analysis Clubs Saul’s Investing Discussions
1

Extremely good results!

  • Net revenue of $665.5 million, +65.46% YoY, +24.67% QoQ
  • GAAP gross margin of 36.1%; Non-GAAP gross margin of 42.5%
  • GAAP operating margin of 9.7%; Non-GAAP operating margin of 25.2%
  • GAAP diluted net income per share of $0.89; Non-GAAP diluted net income per share of $1.67

Guidance:

  • Net revenue in the range of $780 million to $830 million, midpoint +21% QoQ
  • Non-GAAP operating margin of 30.0% to 31.0%
  • Non-GAAP diluted earnings per share of $2.15 to $2.35

Link:

Cheers,

Luffy

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