[{"data":1,"prerenderedAt":219},["ShallowReactive",2],{"triple-beat-LITE":3,"og-beat-monitoring-LITE":218},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":194,"highlightQuarter":115,"highlightDescription":201,"sources":202,"latestStock":215},"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, $M)","株価反応 ($)",[11,34,56,77,93,114,136,158,179],{"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":73},"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":29},"$417.5 M","n/a",{"reportClose":74,"nextClose":75,"changePct":76},"$92.67","$85.90",-7.3,{"quarter":78,"reportDate":79,"event":80,"revenue":81,"eps":84,"guidance":86,"stock":89},"Q3 FY25","2025/5/6","ガイド上限超え、Q4 も強気",{"actual":82,"consensus":72,"beatPct":29,"yoyPct":83},"$425.2 M",16,{"actual":85,"consensus":72,"beatPct":29},"$0.57",{"revenue":87,"eps":29},{"company":88,"consensus":72,"beatPct":29},"$455 M",{"reportClose":90,"nextClose":91,"changePct":92},"$64.42","$66.24",2.8,{"quarter":94,"reportDate":95,"event":96,"revenue":97,"eps":102,"guidance":106,"stock":111},"Q4 FY25","2025/8/12","AI クラウド本格化、売上 +56% でビート",{"actual":98,"consensus":99,"beatPct":100,"yoyPct":101},"$480.7 M","$469.9 M",2.3,55.9,{"actual":103,"consensus":104,"beatPct":105},"$0.88","$0.81",8.6,{"revenue":107,"eps":29},{"company":108,"consensus":109,"beatPct":110},"$525 M","$499.8 M",5,{"reportClose":112,"nextClose":113,"changePct":105},"$107.80","$117.02",{"quarter":115,"reportDate":116,"event":117,"revenue":118,"eps":123,"guidance":127,"stock":132},"Q1 FY26","2025/11/4","★ 次Q ガイド +15.7% の monster beat で翌日 +23.6% 急騰",{"actual":119,"consensus":120,"beatPct":121,"yoyPct":122},"$533.8 M","$526.3 M",1.4,58,{"actual":124,"consensus":125,"beatPct":126},"$1.10","$1.03",6.8,{"revenue":128,"eps":29},{"company":129,"consensus":130,"beatPct":131},"$650 M","$561.7 M",15.7,{"reportClose":133,"nextClose":134,"changePct":135},"$188.36","$232.75",23.6,{"quarter":137,"reportDate":138,"event":139,"revenue":140,"eps":145,"guidance":149,"stock":154},"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":141,"consensus":142,"beatPct":143,"yoyPct":144},"$665.5 M","$652.2 M",2,65.5,{"actual":146,"consensus":147,"beatPct":148},"$1.67","$1.41",18.4,{"revenue":150,"eps":29},{"company":151,"consensus":152,"beatPct":153},"$805 M","$706.4 M",14,{"reportClose":155,"nextClose":156,"changePct":157},"$435.10","$465.54",7,{"quarter":159,"reportDate":160,"event":161,"revenue":162,"eps":167,"guidance":170,"stock":175},"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":163,"consensus":164,"beatPct":165,"yoyPct":166},"$808.4 M","$810.0 M",-0.2,90,{"actual":168,"consensus":169,"beatPct":28},"$2.37","$2.27",{"revenue":171,"eps":29},{"company":172,"consensus":173,"beatPct":174},"$985 M","$917.0 M",7.4,{"reportClose":176,"nextClose":177,"changePct":178},"$994.56","$944.28",-5.1,{"quarter":180,"reportDate":181,"isForecast":182,"event":183,"revenue":184,"eps":186,"guidance":188,"stock":193},"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":72,"consensus":185,"beatPct":29,"yoyPct":29},"$0.99 B",{"actual":72,"consensus":187,"beatPct":29},"$2.96",{"revenue":189,"eps":191},{"company":72,"consensus":190,"beatPct":29},"$1.16 B",{"company":72,"consensus":192,"beatPct":29},"$3.61",{"reportClose":72,"nextClose":72,"changePct":29},[195,196,197,198,199,200],"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%、Q1 FY25 +9.6%、Q4 FY24 +4.4% と継続的にレイズ。古い Q2 FY25 / Q3 FY25 の次Qコンセンサスは X-search（Grok）でも point-in-time が取れず n/a。","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。",[203,206,209,212],{"label":204,"url":205},"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":207,"url":208},"Lumentum IR News Releases","https://investor.lumentum.com/financial-news-releases",{"label":210,"url":211},"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":213,"url":214},"stockanalysis.com LITE quarterly financials（株価検証用）","https://stockanalysis.com/stocks/lite/financials/?p=quarterly",{"date":216,"close":217},"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",1782176345646]