Business Segments · Concentration risk (as a percent)

Components — Concentration risk (as a percent)

Lumentum Holdings Inc. Components — Concentration risk (as a percent) decreased by 1.0% to $0.66 in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.6%, from $0.71 to $0.66. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ3 2024
Last reportedQ1 2026

How to read this metric

A decrease suggests a more diversified and stable customer base, whereas an increase highlights heightened vulnerability to the business decisions of key clients.

Detailed definition

This metric measures the percentage of total segment revenue derived from a limited number of key customers or a single...

Peer comparison

Comparable to customer concentration disclosures found in the risk factors or segment analysis sections of peer technology hardware companies.

Metric ID: lite_segment_components_concentration_risk_as_a_percent

Historical Data

6 periods
 Q3 '24Q4 '24Q1 '25Q3 '25Q4 '25Q1 '26
Value0.70.70.70.70.70.7
QoQ Change-4.5%+7.8%+0.4%-6.1%-1.0%
YoY Change+3.3%+1.7%-6.6%
Range0.70.7
CAGR-3.2%
Avg YoY Growth-0.5%
Median YoY Growth+1.7%
Current Streak2 quarters decline

Frequently Asked Questions

What is Lumentum Holdings Inc.'s components — concentration risk (as a percent)?
Lumentum Holdings Inc. (LITE) reported components — concentration risk (as a percent) of $0.66 in Q1 2026.
How has Lumentum Holdings Inc.'s components — concentration risk (as a percent) changed year-over-year?
Lumentum Holdings Inc.'s components — concentration risk (as a percent) decreased by 6.6% year-over-year, from $0.71 to $0.66.
What does components — concentration risk (as a percent) mean?
The percentage of segment revenue that comes from a small group of major customers.