ルメンタム決算で売上が2倍超　粗利益率50.4％が映すAI需要の強さ

ルメンタム（LITE）が2026年度第4四半期決算を発表。売上高は前年同期比109％増、EPSは267％増、粗利益率は50.4％に上昇。AIデータセンター需要とエヌビディアとの関係から今後の成長性を解説します。https://beikoku-stock.com/2026/08/12/lumentum-earnings-ai-optical-demand-2026/

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ルメンタム決算で売上が2倍超　粗利益率50.4％が映すAI需要の強さ

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