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Lumentum Holdings Inc. LITE Cloud & Networking — Cost of Sales

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Industrial Tech
$149.2M-10.4%

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Other financials

Income statement

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Revenue$808.4M+90.1%
Gross profit$376.3M+166%
Operating income$174.5M+563%
Net income$144.2M+427%
EPS (diluted)$1.50+334%

Balance sheet

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Cash & equivalents$517.7M+45.8%
Total debt$6.6B+150%
Total equity$3.0B+238%
Total assets$7.0B+76.8%

Cash flow

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Operating cash flow$203.8M
CapEx$124.7M+98.6%
Free cash flow$79.1M+223%

Valuation

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Market cap$65.55B+953%
Enterprise value$71.58B+743%
P/E149×
P/S26.3×+22.1×

Profitability

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Gross margin40.8%+11.2pp
Operating margin9.5%+5.7pp
Net margin17.7%+10.9pp
FCF margin4.2%

Returns & leverage

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Return on equity22.8%+13.8pp
Debt / equity2.2×-0.8×
Current ratio1.1×-3.6×

Where this comes from

Reported directly by Lumentum Holdings Inc. in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServiceExcludingDepreciationDepletionAndAmortization.

The official record: Lumentum Holdings Inc.’s 10-K, filed August 19, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Lumentum Holdings Inc.'s cloud & networking — cost of sales?
Lumentum Holdings Inc. (LITE) reported cloud & networking — cost of sales of $231.1M in Q2 2025.
How has Lumentum Holdings Inc.'s cloud & networking — cost of sales changed year-over-year?
Lumentum Holdings Inc.'s cloud & networking — cost of sales increased by 24.3% year-over-year, from $185.95M to $231.1M.
What is the long-term trend for Lumentum Holdings Inc.'s cloud & networking — cost of sales?
Over 2 years (2023 to 2025), Lumentum Holdings Inc.'s cloud & networking — cost of sales has grown at a 7.9% compound annual growth rate (CAGR), from $794.3M to $924.4M.
What does cloud & networking — cost of sales mean?
Includes all direct costs associated with producing and delivering the optical and networking products sold by the segment, such as raw materials, direct labor, and manufacturing overhead. It is a critical component for calculating the segment's gross margin.