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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: 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$69.2B
P/E Ratio157.33
ROE22.83%

Geographic

Concentration risk (as a percent)

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EMEA10.2%9.9%0.1%6.8%6.0%6.5%
Other Asia-Pacific7.6%9.3%3.5%9.3%8.4%6.5%
Other Americas1.0%1.5%—1.6%0.3%0.2%

Revenue

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
United States$77.6M$70.5M—$93.7M$144.7M$185.9M
Thailand$74.7M$79.1M—$109.1M$123M$176.8M
Hong Kong$100.5M$96.5M—$92.9M$118.9M$136M
Mexico$37.4M$38.8M—$73.6M$102.6M$103.4M
China$18.1M$31.4M—$49.3M$54.6M$70.2M
Other Asia-Pacific$30.5M$39.4M—$49.4M$55.8M$52.7M
EMEA$40.8M$42.3M—$36.2M$40.1M$52.6M
Japan$18.4M$20.8M—$21M$23.8M$29.2M
Other Americas$4.2M$6.4M—$8.6M$2M$1.6M

Long-Lived Assets

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Thailand$177.3M$197.1M$218.6M$240.4M$266M$328.4M
Japan$132.4M$139.5M$144.3M$164.5M$182.9M$205.7M
United States$125.1M$123M$123M$124.8M$80.1M$130M
United Kingdom$92.3M$104.5M$109.4M$119.1M$121.9M$129.4M
China$72.4M$76M$76.8M$90.9M$111.4M$118.2M

Gain (Loss) on Sale of Properties

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
San Jose————$7.5M-$200K

Number of properties sold

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
San Jose—————2.00

Proceeds from sale of buildings

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
San Jose—————$43M

Business Segments

Cost of Sales

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Cloud & Networking$231.1M$231.1M$231.1M———
Industrial Tech$37.3M$37.3M$37.3M———

Goodwill measurement of adjustment

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Cloud & Networking$1.3M$1.3M$1.3M———

R&D

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Cloud & Networking$48.7M$48.7M$48.7M———
Industrial Tech$15.3M$15.3M$15.3M———

Segment Gross Profit

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Cloud & Networking$121.6M$121.6M$121.6M———
Industrial Tech$21.3M$21.3M$21.3M———

SG&A

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Cloud & Networking$6.8M$6.8M$6.8M———
Industrial Tech$2.9M$2.9M$2.9M———

Concentration risk (as a percent)

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Components65.6%70.7%—71.0%66.7%66.0%
Systems34.4%29.3%—29.0%33.3%34.0%

Revenue

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Components$263.7M$300.8M—$379.2M$443.7M$533.3M
Systems$138.5M$124.4M—$154.6M$221.8M$275.1M