SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal first quarter 2026 financial results on Tuesday, November 4, 2025, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Lumentum also encourages those who plan to attend the webcast to. ...

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best performing large cap stocks to buy. On September 24, Lumentum Holdings announced the expansion of its Optical Circuit Switch/OCS product line with the new R64 platform, designed for AI data centers. The R64 is an OCS based on Lumentum’s proven MEMS technology and will initially launch as a 64×64-port product to serve lower-port-count applications. Lumentum is scheduled to feature the new product at the ECOC exhibition in Copenhagen, Denmark, which wi ...

LOS ANGELES, California, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Omni-Lite Industries Canada Inc. (TSXV: OML) ("Omni-Lite" or the "Company") is pleased to announce the nomination of Alexandre Ryzhikov, CFA, for election to its Board of Directors at the upcoming Annual General Meeting of Shareholders. "We are pleased to nominate Alex for election to the Board," said David Robbins, Chief Executive Officer of Omni-Lite. "His capital markets experience will be valuable as we continue to execute our strategy and purs ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum†), a global leader in optical and photonic technology, today announced several live technology and product demonstrations at ECOC, the European Conference on Optical Communications, reinforcing the company's focus on enabling AI- driven data centers and the world's largest communications networks. Visit Lumentum's stand #C2421 at the Bella Center in Copenhagen, Denmark from September 29 - October 1. Lumentum's cutting-edge phot. ...

Deep-pocketed investors have adopted a bearish approach towards Lumentum Holdings LITE, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in LITE usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 21 extraordinary options activities for Lumentum ...

Rosenblatt Securities raised its price target on Lumentum (NASDAQ: LITE) to $225 from $150 while maintaining a Buy rating, reaffirming the stock as its top idea for 2025. The firm said its new valuation was based on 35x consensus FY27 EPS, supported by strong momentum in demand for 200G EML lasers used in 1.6T and certain 800G data center transceivers, as well as narrow linewidth tunable lasers used in telecom and coherent DCI modules. Rosenblatt added that mid-term demand drivers such as optical circuit sw ...

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the stocks on Jim Cramer’s radar. A caller, who took a position in the stock years ago after a positive impression from its appearance on the show, asked whether to hold or sell now that the stock has recently surged after years of stagnation. Cramer replied: “No, no, we’re going to sell half on Monday morning. Half, okay? Then we’ll play with the house’s money, and we’ll be incredibly happy, even happier than we are now.” Photo by Adam Nowakowski on Unspl ...

We recently published 10 Big Names Investors Are Dumping. Lumentum Holdings Inc. (NASDAQ:LITE) is one of the worst performers on Wednesday. Lumentum Holdings declined by 4.42 percent on Wednesday to close at $163.34 apiece, as overall pessimism for the semiconductor industry spilled over to its stock. This followed the Chinese government’s announcement on Saturday that it launched two investigations to look into allegations of US semiconductor companies’ dumping practices in China which has led to their ...

报告行业投资评级 - 维持通信行业"增持"评级 [5][81] 报告核心观点 - 通信行业2025年H1整体营收稳健增长、盈利提速 以91家公司为样本 整体实现营收17850.03亿元（同比+10.07%） 归母净利润1604.32亿元（同比+11.26%） 扣非后归母净利润1490.23亿元（同比+13.04%）[2][8] - 2025年Q2通信行业盈利增速进一步提升 实现营收9424.83亿元（同比+10.91%） 归母净利润986.82亿元（同比+12.33%） 扣非后归母净利润912.62亿元（同比+12.94%）[11] - 光模块、通信PCB、网络设备商、物联网模组板块综合表现突出 营收和归母净利润同比增速均位列行业前五[14][15][16] - AI算力产业链继续加速发展 海外云厂商资本开支高增 2025Q2合计实现950亿美元（同比+82.96% 环比+32.05%） 科技巨头持续上调投资指引[22] 分板块业绩总结 光模块及器件板块 - 2025H1营收479.88亿元（同比+64.88%） 归母净利润108.76亿元（同比+111.99%） 毛利率34.97%（同比+2.18pct）[31] - 2025Q2营收274.24亿元（同比+66.77%） 归母净利润65.36亿元（同比+114.10%） 毛利率35.26%（同比+0.61pct）[31] - 新易盛营收同比+282.64% 归母净利润同比+355.68%；中际旭创营收同比+36.95% 归母净利润同比+69.40%；天孚通信营收同比+57.84% 归母净利润同比+37.46%[31] 通信PCB&CLL板块 - 2025H1营收572.49亿元（同比+37.66%） 归母净利润80.58亿元（同比+80.79%） 毛利率24.47%（同比+2.74pct）[36] - 2025Q2营收309.29亿元（同比+39.44%） 归母净利润46.70亿元（同比+78.42%） 毛利率25.00%（同比+1.12pct）[36] - 沪电股份营收同比+56.59% 归母净利润同比+47.50%；深南电路营收同比+25.63% 归母净利润同比+37.75%[36] 网络设备商板块 - 2025H1营收5071.11亿元（同比+28.86%） 归母净利润191.84亿元（同比+19.57%） 毛利率21.95%（同比-2.90pct）[40] - 2025Q2营收2825.79亿元（同比+30.51%） 归母净利润109.37亿元（同比+26.95%） 毛利率20.75%（同比-3.03pct）[40] - 工业富联营收同比+35.58% 归母净利润同比+38.61%；锐捷网络营收同比+31.84% 归母净利润同比+194.00%[40] IDC板块 - 2025H1营收166.18亿元（同比-9.66%） 归母净利润21.26亿元（同比-27.61%） 毛利率31.18%（同比+0.24pct）[46] - 2025Q2营收89.03亿元（同比-11.78%） 归母净利润10.17亿元（同比-34.33%） 毛利率31.00%（同比-0.76pct）[46] - 奥飞数据已投入运营自建自营数据中心总机柜数超过57000个 储备约60MW数据中心项目[47][49] 基础电信运营商板块 - 2025H1营收10133.93亿元（同比+0.33%） 归母净利润1136.01亿元（同比+5.14%） 毛利率29.79%（同比+0.57pct）[54] - 2025Q2营收5117.71亿元（同比-0.12%） 归母净利润715.00亿元（同比+6.08%） 毛利率32.36%（同比+5.19pct）[54] - 中国移动数字化转型收入1569亿元（同比+6.6%）；中国电信产业数字化收入749亿元 AIDC收入同比+7.4%；中国联通算网数智收入454亿元 占比提升至26%[55][56][57] 其他重点板块 - 物联网模组及方案板块2025H1营收202.30亿元（同比+24.50%） 归母净利润11.57亿元（同比+25.52%）[66] - 光纤光缆板块2025H1营收655.27亿元（同比+14.53%） 归母净利润33.93亿元（同比-0.37%）[73] - 通信芯片板块2025H1营收30.58亿元（同比+7.34%） 归母净利润-2.70亿元（同比+18.94%）[61] 海外AI产业链动态 - 甲骨文未实现履约义务达4550亿美元（同比+359%） 预计2026财年云基础设施收入达180亿美元（较2025财年增长77%）[25][26] - 博通FY25Q3 AI收入52亿美元（环比+19%） FY25Q4 AI收入指引62亿美元（环比+19%）[27] - Marvell将2028年数据中心TAM预期从750亿美元提升至940亿美元[27]

行业技术趋势 - 共封装光学CPO技术正在成为AI基础设施升级的关键路径 以应对AI数据中心功耗飙升和铜缆传输瓶颈问题 [1] - 行业专家预测CPO功耗优化将在2028年达到关键节点 并在2028-2029年开启AI服务器互连的大规模应用 [1] - AI硬件发展正从"叙事"阶段转向"水管"阶段 底层互连和电力系统的基础设施化成为重点 [4] 技术性能突破 - 博通预计CPO能耗将在2028年降至10皮焦/比特以下 2029年先进方案可低至5皮焦/比特 [1][3] - 当单通道速率从100G提升到200G时 铜缆有效传输距离从4米缩短至2米 即便加装中继芯片提升也极为有限 [2] - Lumentum最新发布的PAM4调制激光器（400G/448G/450G）及分布反馈调制器正为下一代3.2T光接口奠定基础 [7] 技术方案比较 - 硅光方案在带宽、传输距离（可达2公里）和功耗上更具优势 适合数据中心互连 [3] - VCSEL方案在成本和短距传输（30米以内）方面占据优势 已在服务器集群中展示出高可靠性与低成本优势 [3][7] - Ayar Labs的CPO方案包括TeraPHY光学I/O芯粒与SuperNova多波长光源 [4] 功耗控制目标 - Ayar Labs计划通过光学I/O解决方案将576 GPU系统的机架功耗限制在100kW以内 [1][6] - 即使扩展至2048颗GPU系统 也能将单架功耗稳定在100kW以内（2029年） [6] - Meta的新型Hyperion数据中心预计2030年耗电达2GW 2035年升至5GW 相当于路易斯安那州全州居民用电的1.5倍 [4] 企业布局与合作 - 英伟达采用Lumentum的超高功率激光器作为其Spectrum-X CPO交换机的光引擎 [7] - Ayar Labs已获得来自AMD、英伟达、英特尔与台积电的投资 并与Alchip合作在台积电COUPE平台上推动光学集成 [4] - Lumentum拥有从砷化镓到磷化铟等复合半导体材料的深厚积累 可提供MEMS光开关、高速激光器等核心器件 [7]