Lumentum Holdings Inc. LITE Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Components | $533.3M+20.2% | $443.7M+17.0% | $379.2M— | —— | $300.8M+14.1% | |
| Systems | $275.1M+24.0% | $221.8M+43.5% | $154.6M— | —— | $124.4M-10.2% | |
| Concentration risk (as a percent) by Business | ||||||
| Components | 66%-0.7pp | 66.7%-4.3pp | 71%— | —— | 70.7%+5.1pp | |
| Systems | 34%+0.7pp | 33.3%+4.3pp | 29%— | —— | 29.3%-5.1pp | |
| Revenue by Geography | ||||||
| China | $70.2M+28.6% | $54.6M+10.8% | $49.3M— | —— | $31.4M+73.5% | |
| EMEA | $52.6M+31.2% | $40.1M+10.8% | $36.2M— | —— | $42.3M+3.7% | |
| Hong Kong | $136M+14.4% | $118.9M+28.0% | $92.9M— | —— | $96.5M-4.0% | |
| Japan | $29.2M+22.7% | $23.8M+13.3% | $21M— | —— | $20.8M+13.0% | |
| Mexico | $103.4M+0.8% | $102.6M+39.4% | $73.6M— | —— | $38.8M+3.7% | |
| Other Americas | $1.6M-20.0% | $2M-76.7% | $8.6M— | —— | $6.4M+52.4% | |
| Other Asia-Pacific | $52.7M-5.6% | $55.8M+13.0% | $49.4M— | —— | $39.4M+29.2% | |
| Thailand | $176.8M+43.7% | $123M+12.7% | $109.1M— | —— | $79.1M+5.9% | |
| United States | $185.9M+28.5% | $144.7M+54.4% | $93.7M— | —— | $70.5M-9.1% | |
| Concentration risk (as a percent) by Geography | ||||||
| EMEA | 6.5%+0.5pp | 6%-0.8pp | 6.8%+6.7pp | 0.1%-9.8pp | 9.9%-0.3pp | |
| Other Americas | 0.2%-0.1pp | 0.3%-1.3pp | 1.6%— | —— | 1.5%+0.5pp | |
| Other Asia-Pacific | 6.5%-1.9pp | 8.4%-0.9pp | 9.3%+5.8pp | 3.5%-5.8pp | 9.3%+1.7pp | |
| Long-Lived Assets by Geography | ||||||
| China | $118.2M+6.1% | $111.4M+22.6% | $90.9M+18.4% | $76.8M+1.1% | $76M+5.0% | |
| Japan | $205.7M+12.5% | $182.9M+11.2% | $164.5M+14.0% | $144.3M+3.4% | $139.5M+5.4% | |
| Thailand | $328.4M+23.5% | $266M+10.6% | $240.4M+10.0% | $218.6M+10.9% | $197.1M+11.2% | |
| United Kingdom | $129.4M+6.2% | $121.9M+2.4% | $119.1M+8.9% | $109.4M+4.7% | $104.5M+13.2% | |
| United States | $130M+62.3% | $80.1M-35.8% | $124.8M+1.5% | $123M0.0% | $123M-1.7% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Lumentum Holdings Inc. break its business down?
- Lumentum Holdings Inc. (LITE) reports revenue by business across 2 parts — Components and Systems. Each is extracted from the segment footnotes and tracked over time.
- Where does Lumentum Holdings Inc.'s segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Lumentum Holdings Inc.'s SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
