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LULUMN

Lumen Technologies, Inc.

$LUMN·$8.3B·Telecommunications Services·Communication Services
$8.08-2.9%YTD+2.3%1Y+85.7%
Mentions · last 7 days
2026-06-20: 0 posts2026-06-21: 9 posts2026-06-22: 54 posts2026-06-23: 20 posts2026-06-24: 15 posts2026-06-25: 13 posts2026-06-26: 11 posts122
Price updated 15h ago·X counts updated 14h ago
LULUMN
$LUMNLumen Technologies, Inc.
$8.08-2.88%122 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Lumen Technologies, Inc. functions as an infrastructure-driven technology and telecommunications provider, offering a diverse array of integrated solutions to both commercial clients and residential customers throughout the United States and internationally. The company delivers these services through its Lumen, Quantum Fiber, and CenturyLink brands. Its business operations are segmented into two primary divisions: Business and Mass Markets. Lumen's comprehensive product suite includes compute and application services, such as cloud computing, IT management, unified communication and collaboration tools, colocation and data center facilities, content delivery networks, and managed security services. It also provides IP and data services, encompassing virtual private networks (VPN), Ethernet connectivity, general internet protocol services, and Voice over IP (VoIP). Additionally, the company furnishes fiber infrastructure services, which feature high-capacity optical wavelength networks, unlit optical fiber leasing, and related professional support. Complementary offerings include various voice and other services, like private line connections for dedicated site-to-site communication, traditional time division multiplexing (TDM) voice systems, synchronous optical network (SONET)-based Ethernet, legacy data hosting, and conferencing capabilities. As of December 31, 2021, the company served approximately 4.5 million broadband subscribers. Incorporated in 1968, the organization was previously known as CenturyLink, Inc. before officially changing its name to Lumen Technologies, Inc. in September 2020. Its corporate headquarters are located in Monroe, Louisiana.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $LUMN.

Telecommunications Services · Communication Services

Space-based connectivity is the structural differentiation above legacy terrestrial carriers — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match. Terrestrial fiber (AT&T) and wireless (Verizon) compete on quality within a more mature segment.

Industry benchmark

15-name peer basket
+20.8%YTD
+19.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-7.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-79.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$-0.47$-0.10-389.1%
Q4 2025Feb 3, 2026$0.23$-0.21+209.5%
Q3 2025Oct 30, 2025$-0.20$-0.31+35.5%
Q2 2025Jul 31, 2025$-0.03$-0.24+87.5%
Next earningsThu, Jul 30·consensus EPS $-0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.9B-8.9%50.5%0.2%$-0.20$380.0M
Q4 FY25$3.0B-8.7%46.5%-6.6%$-0.00$-1.1B
Q3 FY25$3.1B-4.2%44.9%-3.8%$-0.62$1.5B
Q2 FY25$3.1B-5.4%47.5%-19.5%$-0.92$-321.0M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.0B$10.9B – $11.1B-$0.83-$1.85 – $0.118
FY27$10.6B$10.3B – $10.9B-$0.34-$0.75 – $0.488
FY28$10.5B$10.5B – $10.6B-$0.31-$1.20 – $0.289
FY29$10.3B$9.9B – $10.6B-$0.79-$0.81 – -$0.744
FY30$10.4B$10.0B – $10.7B-$0.78-$0.80 – -$0.734

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 947.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.725-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Lumen: Enterprise-Focused Renaissance And 15% Forward FCF Yield Serve As Green Flagsseekingalpha.com·12d agoLumen Technologies, Inc. and Qwest Corporation Announce Expiration and Final Results of Exchange Offers and Consent Solicitationsgurufocus.com·17d agoLumen Technologies, Inc. and Qwest Corporation Announce Expiration and Final Results of Exchange Offers and Consent Solicitationsbusinesswire.com·17d agoWhy Is Lumen (LUMN) Up 1.7% Since Last Earnings Report?zacks.com·23d agoLumen Technologies Inc (LUMN) Shares Fall 3.5% -- What GF Score of 48 Tells Investorsgurufocus.com·26d ago

In themes

Explore the broader themes this ticker is being talked about under.

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