Income StatementBalance SheetCash FlowSegments
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Lumentum Holdings Inc. Business Segments

Business, geographic, and product segment breakdowns

Lumentum Holdings Inc. generates $2.5B in annual revenue across 2 key segments: Components ($533.3M), and Systems ($275.1M). The company-wide operating margin is 9.53%. Based on the Q1 2026 filing.

Components$533.3MSystems$275.1M
Latest FilingQ1 2026
Report Date2026-05-06
Market Cap$69.4B
P/E Ratio157.86
ROE22.83%

Geographic

Concentration risk (as a percent)

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
EMEA0.100.10—0.070.060.07
Other Asia Pacific Not Individually Identified0.100.14—0.090.080.07
Americas Excluding United States And Mexico0.010.01—0.020.000.00

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Other Asia Pacific Not Individually Identified$30.5M$39.4M—$49.4M$55.8M$52.7M
EMEA$40.8M$42.3M—$36.2M$40.1M$52.6M
Americas Excluding United States And Mexico$4.2M$6.4M—$8.6M$2.0M$1.6M

Long-Lived Assets

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Other Countries Not Separately Disclosed$63.9M$53.2M$54.3M$55.1M$51.2M$52.6M

Gain (Loss) on Sale of Properties

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
San Jose————$7.5M-$200.0K

Number of properties sold

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
San Jose—————2.00

Proceeds from sale of buildings

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
San Jose—————$43.0M

Business Segments

Cost of Sales

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Cloud & Networking$231.1M$231.1M$231.1M———
Industrial Tech$37.3M$37.3M$37.3M———

Goodwill measurement of adjustment

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Cloud & Networking$1.3M$1.3M$1.3M———

R&D

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Cloud & Networking$48.7M$48.7M$48.7M———
Industrial Tech$15.3M$15.3M$15.3M———

Segment Gross Profit

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Cloud & Networking$121.6M$121.6M$121.6M———
Industrial Tech$21.3M$21.3M$21.3M———

SG&A

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Cloud & Networking$6.8M$6.8M$6.8M———
Industrial Tech$2.9M$2.9M$2.9M———

Concentration risk (as a percent)

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Components0.660.71—0.710.670.66
Systems0.340.29—0.290.330.34

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Components$263.7M$300.8M—$379.2M$443.7M$533.3M
Systems$138.5M$124.4M—$154.6M$221.8M$275.1M