Lumentum Holdings Inc (LU2.DE) Q3 2025 Earnings Report

Lumentum reported QQ3 2025 revenue of $425.2 million, marking a 16.0% year-over-year increase and 5.7% sequential growth. The gross margin rose to approximately 28.8% (gross profit of $122.5 million), supported by a higher-margin mix but operating profitability remains negative with an operating loss of $37.7 million and a net loss of $44.1 million. EBITDA stood at $26.6 million, yielding an EBITDA margin of about 6.3%. The quarter reflected balanced top-line momentum against continued profitability challenges driven by elevated operating expenses and a still-elevated cost structure.