LUMENTUMFY26Q2业绩点评及业绩说明会纪要：业绩继续高增OCS/CPO等业务进展顺利

华创证券02-06

事项：2026 年2 月4 日LITE 发布FY2026Q2 报告，FY2026Q2 截止至2025 年12 月27 日，即自然季度CQ2025Q4，并召开业绩说明会。评论：1. 业绩情况：FY26Q2 业绩创纪录，总营收达6.655 亿美元，同比增长超65%，连续两个季度刷新季度营收纪录；非GAAP 营业利润率同比大增1730 个基点至25.2%，非GAAP 毛利率达42.5%，同比增长1020...

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