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Lumentum Holdings Inc. logo

Lumentum Holdings Inc. Business Segments

Business, geographic, and product segment breakdowns

Lumentum Holdings Inc. generates $2.5B in annual revenue across 2 key segments: Cloud & Networking ($486.4M), and Industrial Tech ($85.0M). The company-wide operating margin is 9.53%. Based on the Q1 2026 filing.

Cloud & Networking (TTM)$486.4MIndustrial Tech (TTM)$85.0M
Latest FilingQ1 2026
Report Date2026-05-06
Market Cap$69.2B
P/E Ratio157.33
ROE22.83%

Geographic

Concentration risk (as a percent)

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
EMEA0.100.10—0.070.060.07
Other Asia-Pacific0.080.09—0.090.080.07
Other Americas0.010.01—0.020.000.00

Gain (Loss) on Sale of Properties

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
San Jose————$7.5M-$200K

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—————$43M

Business Segments

Goodwill measurement of adjustment

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Cloud & Networking$300K$1.3M$1.3M$1.3M$1.3M—

Segment Gross Profit

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Cloud & Networking$85.3M$121.6M$121.6M$121.6M$121.6M—
Industrial Tech$27M$21.3M$21.3M$21.3M$21.3M—

Concentration risk (as a percent)

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Components0.660.71—0.710.670.66
Systems0.340.290.020.290.330.34