[{"data":1,"prerenderedAt":226},["ShallowReactive",2],{"triple-beat-LITE":3,"og-beat-monitoring-LITE":225},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":201,"highlightQuarter":122,"highlightDescription":208,"sources":209,"latestStock":222},"LITE","Lumentum Holdings","光通信デバイス・レーザーの米国メーカー。Cloud & Networking（データセンター/通信向け800G/1.6T transceiver、EML laser chip、ROADM 等）と Industrial Tech（Apple 向け3DセンシングVCSEL、産業用レーザー）の2セグメント構成。AIデータセンター光部品が直近の主要成長ドライバで、売上 YoY が Q4 FY25 +56% → Q1 FY26 +58% → Q2 FY26 +66% → Q3 FY26 +90% と加速中。株価は約1年で $90→$875（10倍）の急騰。","EPS ($, Non-GAAP)","次Q売上ガイド (midpoint, $M)","株価反応 ($)",[11,34,56,78,100,121,143,164,185],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":30},"Q4 FY24","2024/8/14","データコム好調、ガイダンス上限超え着地",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$308.3 M","$301.1 M",2.4,-16.9,{"actual":21,"consensus":22,"beatPct":23},"$0.06","$0.02",200,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$325 M","$311.4 M",4.4,null,{"reportClose":31,"nextClose":32,"changePct":33},"$45.53","$52.26",14.8,{"quarter":35,"reportDate":36,"event":37,"revenue":38,"eps":43,"guidance":47,"stock":52},"Q1 FY25","2024/11/7","AI向けデータコム需要でガイド上限超過",{"actual":39,"consensus":40,"beatPct":41,"yoyPct":42},"$336.9 M","$325.0 M",3.7,6.1,{"actual":44,"consensus":45,"beatPct":46},"$0.18","$0.12",50,{"revenue":48,"eps":29},{"company":49,"consensus":50,"beatPct":51},"$390 M","$355.8 M",9.6,{"reportClose":53,"nextClose":54,"changePct":55},"$73.64","$83.85",13.9,{"quarter":57,"reportDate":58,"event":59,"revenue":60,"eps":65,"guidance":69,"stock":74},"Q2 FY25","2025/2/6","ビートも翌日下落、CEO 交代発表で警戒",{"actual":61,"consensus":62,"beatPct":63,"yoyPct":64},"$402.2 M","$391.0 M",2.9,9.7,{"actual":66,"consensus":67,"beatPct":68},"$0.42","$0.36",16.7,{"revenue":70,"eps":29},{"company":71,"consensus":72,"beatPct":73},"$417.5 M","$412.8 M",1.1,{"reportClose":75,"nextClose":76,"changePct":77},"$92.67","$85.90",-7.3,{"quarter":79,"reportDate":80,"event":81,"revenue":82,"eps":87,"guidance":91,"stock":96},"Q3 FY25","2025/5/6","ガイド上限超え、Q4 も強気",{"actual":83,"consensus":84,"beatPct":85,"yoyPct":86},"$425.2 M","$418.2 M",1.7,16,{"actual":88,"consensus":89,"beatPct":90},"$0.57","$0.50",14,{"revenue":92,"eps":29},{"company":93,"consensus":94,"beatPct":95},"$455 M","$452.8 M",0.5,{"reportClose":97,"nextClose":98,"changePct":99},"$64.42","$66.24",2.8,{"quarter":101,"reportDate":102,"event":103,"revenue":104,"eps":109,"guidance":113,"stock":118},"Q4 FY25","2025/8/12","AI クラウド本格化、売上 +56% でビート",{"actual":105,"consensus":106,"beatPct":107,"yoyPct":108},"$480.7 M","$469.9 M",2.3,55.9,{"actual":110,"consensus":111,"beatPct":112},"$0.88","$0.81",8.6,{"revenue":114,"eps":29},{"company":115,"consensus":116,"beatPct":117},"$525 M","$499.8 M",5,{"reportClose":119,"nextClose":120,"changePct":112},"$107.80","$117.02",{"quarter":122,"reportDate":123,"event":124,"revenue":125,"eps":130,"guidance":134,"stock":139},"Q1 FY26","2025/11/4","★ 次Q ガイド +15.7% の monster beat で翌日 +23.6% 急騰",{"actual":126,"consensus":127,"beatPct":128,"yoyPct":129},"$533.8 M","$526.3 M",1.4,58,{"actual":131,"consensus":132,"beatPct":133},"$1.10","$1.03",6.8,{"revenue":135,"eps":29},{"company":136,"consensus":137,"beatPct":138},"$650 M","$561.7 M",15.7,{"reportClose":140,"nextClose":141,"changePct":142},"$188.36","$232.75",23.6,{"quarter":144,"reportDate":145,"event":146,"revenue":147,"eps":152,"guidance":156,"stock":160},"Q2 FY26","2026/2/3","クラウド/AI で売上 +65%、次Q ガイド +14% で過去最大級ビート",{"actual":148,"consensus":149,"beatPct":150,"yoyPct":151},"$665.5 M","$652.2 M",2,65.5,{"actual":153,"consensus":154,"beatPct":155},"$1.67","$1.41",18.4,{"revenue":157,"eps":29},{"company":158,"consensus":159,"beatPct":90},"$805 M","$706.4 M",{"reportClose":161,"nextClose":162,"changePct":163},"$435.10","$465.54",7,{"quarter":165,"reportDate":166,"event":167,"revenue":168,"eps":173,"guidance":176,"stock":181},"Q3 FY26","2026/5/5","売上わずかミス、ガイド +7.4% は織り込み済みで売り",{"actual":169,"consensus":170,"beatPct":171,"yoyPct":172},"$808.4 M","$810.0 M",-0.2,90,{"actual":174,"consensus":175,"beatPct":28},"$2.37","$2.27",{"revenue":177,"eps":29},{"company":178,"consensus":179,"beatPct":180},"$985 M","$917.0 M",7.4,{"reportClose":182,"nextClose":183,"changePct":184},"$994.56","$944.28",-5.1,{"quarter":186,"reportDate":187,"isForecast":188,"event":189,"revenue":190,"eps":193,"guidance":195,"stock":200},"Q4 FY26","2026/8/18",true,"2026/8/18 BMO 発表予定。2026/6/22時点のアナリスト予想は当期売上 $0.99 B / 非GAAP EPS $2.96、次Q (1Q 2027) 売上 $1.16 B / EPS $3.61（Koyfin 集約コンセンサス）。",{"actual":191,"consensus":192,"beatPct":29,"yoyPct":29},"n/a","$0.99 B",{"actual":191,"consensus":194,"beatPct":29},"$2.96",{"revenue":196,"eps":198},{"company":191,"consensus":197,"beatPct":29},"$1.16 B",{"company":191,"consensus":199,"beatPct":29},"$3.61",{"reportClose":191,"nextClose":191,"changePct":29},[202,203,204,205,206,207],"Q4 FY26（2026/8/18 発表予定）はアナリスト予想のみ先行入力。当期 売上$0.99 B / EPS$2.96、次Q (1Q 2027) 売上$1.16 B / EPS$3.61 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","売上ビート率は Q4 FY24 +2.4% 〜 Q1 FY25 +3.7% の +0〜+4% レンジで小幅ビートが続き、Q3 FY26 で初の -0.2% 微ミス。EPS ビート率は +5%〜+200% と広範囲（Q4 FY24 は赤字脱却直後のため極端値）、Cloud & Networking のミックス改善で底上げ傾向。","★ 次Q売上ガイドの上振れ幅こそ LITE の核心: Q1 FY26 +15.7%（$650M vs $561.7M）の monster beat が翌日 +23.6% 急騰の主因。Q2 FY26 +14.0%、Q3 FY26 +7.4%、Q4 FY25 +5.0%、Q3 FY25 +0.5%、Q1 FY25 +9.6%、Q4 FY24 +4.4% と継続的にレイズ。Q2 FY25（2025/2/6）の Q3 ガイド $417.5M は当時の @CorleoneDon77『consensus $413.8M』と @DeItaone（Walter Bloomberg）『Est. $411.84M』2 件の median $412.8M、Q3 FY25（2025/5/6）の Q4 ガイド $455M は @notreload_ai『consensus $453M』と @CorleoneDon77『consensus $452.54M』2 件の median $452.8M を採用（2 件だが両者とも earnings reaction 用の高信頼アカウントの直接引用）。Q3 FY25 の実績コンセンサスは @notreload_ai／@CorleoneDon77／@CHItrader の 3 件で売上 $418.15–18.28M（median $418.2M）・EPS 全件 $0.50 で一致。","売上 YoY は Q4 FY24 の -16.9%（テレコム不振）から段階的に上昇し、Q4 FY25 で +55.9%、Q1 FY26 で +58.0%、Q2 FY26 で +65.5%、Q3 FY26 で +90.0% まで加速。AI データセンター向け 800G/1.6T transceiver と EML laser chip 受注が主因。","AI 光通信ピア対比: 売上ビート率は LITE / COHR / AAOI ともに -0〜+3% で差別化要因にならず、ガイダンス上振れ率は LITE +4〜+15.7%（爆撃中）・COHR +1〜+3%（控えめ）・AAOI +10〜+30%（爆撃型）。LITE は COHR の予測可能性と AAOI の爆撃力の中間。","Q3 FY26 (2026/5/5) は売上 $808.4M vs コンセンサス $810.0M で -0.2% の微ミス、ガイド +7.4% も Q1 FY26 +15.7%・Q2 FY26 +14.0% の連続巨大ビート後の市場の「もっと上」期待には届かず翌日 -5.1%。AI 光通信の「期待先行」フェーズの天井近接シグナル。","Q1 FY26（2025/11/4）は売上 $533.8M がコンセンサス $526.3M を +1.4% 上回り、EPS も $1.10 vs $1.03 で +6.8% ビート。翌営業日の株価 +23.6% 急騰の主因は実績ビートではなく、次Q（Q2 FY26）売上ガイド midpoint $650M がコンセンサス $561.7M を +15.7% 上回る monster beat。X-search で取得した Bloomberg point-in-time コンセンサス（@TheValueist / @CorleoneDon77 / @SaggiaCapital が当日転載）と照合済み。AI 光通信本格化を象徴する四半期で、その後 Q3 FY26 までの $232 → $994 という株価4倍上昇トレンドの起点。次の Q4 FY26 決算（2026/8 発表予定）で 1.6T ramp と通期実績の上振れ可能性が試される。",[210,213,216,219],{"label":211,"url":212},"LITE SEC 8-K filings (Q4 FY24 〜 Q3 FY26)","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001633978&type=8-K",{"label":214,"url":215},"Lumentum IR News Releases","https://investor.lumentum.com/financial-news-releases",{"label":217,"url":218},"X-search (Grok): @MartyChargin / @TheValueist / @CorleoneDon77 / @Estimize / @Briefingcom 等の各決算日前後ポストから FactSet / Bloomberg point-in-time コンセンサスを複数件 median 採用","https://x.com/search?q=%24LITE%20Lumentum%20consensus%20revenue",{"label":220,"url":221},"stockanalysis.com LITE quarterly financials（株価検証用）","https://stockanalysis.com/stocks/lite/financials/?p=quarterly",{"date":223,"close":224},"2026-06-18","$850","https://log.eurekapu.com/og/pages/general/beat-monitoring-LITE.png?title=LITE%20Lumentum%20Holdings%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=739547ed2c56cf20",1782528864943]