10-QPeriod: Q1 FY2020

Lumentum Holdings Inc. Quarterly Report for Q1 Ended Sep 28, 2019

Filed October 31, 2019For Securities:LITE

Summary

Lumentum Holdings Inc. reported its financial results for the fiscal quarter ended September 28, 2019. The company demonstrated a significant year-over-year increase in net revenue, primarily driven by the acquisition of Oclaro and growth in its Optical Communications (OpComms) segment, particularly in Telecom and Datacom, and Consumer and Industrial markets. While the Lasers segment experienced a revenue decrease, the overall performance reflects strong execution and integration post-acquisition. Profitability saw a notable improvement, with gross margin increasing due to higher-margin product sales, especially in 3D sensing. Operating expenses, including R&D and SG&A, increased largely due to Oclaro integration costs and investments in key product lines. Despite these increases, the company managed to improve its operating income. The balance sheet shows a healthy increase in cash and cash equivalents, supported by strong operating cash flow, indicating sound liquidity. Investors should note the continued reliance on a few large customers and ongoing integration efforts following the Oclaro acquisition as key factors to monitor.

Financial Statements
Beta
Revenue$449.90M
Cost of Revenue$269.70M
Gross Profit$167.70M
R&D Expenses$49.90M
SG&A Expenses$56.70M
Operating Expenses$107.90M
Operating Income$59.80M
Interest Expense$11.40M
Net Income$47.60M
EPS (Basic)$0.62
EPS (Diluted)$0.61
Shares Outstanding (Basic)76.90M
Shares Outstanding (Diluted)77.60M

Key Highlights

  • 1Net revenue increased by 27.1% to $449.9 million compared to the prior year's quarter, largely driven by the Oclaro acquisition and growth in the OpComms segment.
  • 2OpComms segment revenue grew by 34.2% to $416.1 million, fueled by strong performance in Telecom & Datacom and Consumer & Industrial markets.
  • 3Gross margin improved to 37.3% from 35.6% year-over-year, attributed to higher-margin 3D sensing products and strong OpComms segment performance.
  • 4Operating expenses increased due to Oclaro integration costs (R&D and SG&A up 44.2% and 71.8% respectively), but income from operations still rose slightly.
  • 5Net income remained stable at $47.6 million compared to $47.4 million in the prior year's quarter, with diluted EPS at $0.61 versus $0.72 due to increased share count.
  • 6Cash and cash equivalents increased significantly by $106.4 million to $539.0 million, supported by strong operating cash flow of $87.5 million.
  • 7The company is continuing integration efforts following the Oclaro acquisition, including discontinuing certain product lines and optimizing manufacturing platforms.

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