Lumentum Holdings Inc. LITE Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Components | $533.3M+77.3% | $443.7M+68.3% | $379.2M+63.9% | —— | $300.8M— | |
| Systems | $275.1M+121% | $221.8M+60.1% | $154.6M+46.5% | —— | $124.4M— | |
| Concentration risk (as a percent) by Business | ||||||
| Components | 66%-4.7pp | 66.7%+1.1pp | 71%+2.3pp | —— | 70.7%— | |
| Systems | 34%+4.7pp | 33.3%-1.1pp | 29%-2.3pp | —— | 29.3%— | |
| Revenue by Geography | ||||||
| China | $70.2M+124% | $54.6M+202% | $49.3M+238% | —— | $31.4M— | |
| EMEA | $52.6M+24.3% | $40.1M-1.7% | $36.2M+18.3% | —— | $42.3M— | |
| Hong Kong | $136M+40.9% | $118.9M+18.3% | $92.9M+4.7% | —— | $96.5M— | |
| Japan | $29.2M+40.4% | $23.8M+29.3% | $21M+24.3% | —— | $20.8M— | |
| Mexico | $103.4M+166% | $102.6M+174% | $73.6M+117% | —— | $38.8M— | |
| Other Americas | $1.6M-75.0% | $2M-52.4% | $8.6M+197% | —— | $6.4M— | |
| Other Asia-Pacific | $52.7M+33.8% | $55.8M+83.0% | $49.4M+57.3% | —— | $39.4M— | |
| Thailand | $176.8M+124% | $123M+64.7% | $109.1M+108% | —— | $79.1M— | |
| United States | $185.9M+164% | $144.7M+86.5% | $93.7M+43.3% | —— | $70.5M— | |
| Concentration risk (as a percent) by Geography | ||||||
| EMEA | 6.5%-3.4pp | 6%-4.2pp | 6.8%-2.3pp | 0.1%-0.2pp | 9.9%+1.1pp | |
| Other Americas | 0.2%-1.3pp | 0.3%-0.7pp | 1.6%+0.7pp | —— | 1.5%+1.3pp | |
| Other Asia-Pacific | 6.5%-2.8pp | 8.4%+0.8pp | 9.3%0.0pp | 3.5%+3.4pp | 9.3%-3.3pp | |
| Long-Lived Assets by Geography | ||||||
| China | $118.2M+55.5% | $111.4M+53.9% | $90.9M+0.7% | $76.8M-10.4% | $76M-17.4% | |
| Japan | $205.7M+47.5% | $182.9M+38.1% | $164.5M+26.7% | $144.3M+90.6% | $139.5M+74.2% | |
| Thailand | $328.4M+66.6% | $266M+50.0% | $240.4M+63.3% | $218.6M+55.0% | $197.1M+45.0% | |
| United Kingdom | $129.4M+23.8% | $121.9M+32.1% | $119.1M+35.3% | $109.4M+30.5% | $104.5M+30.3% | |
| United States | $130M+5.7% | $80.1M-36.0% | $124.8M-1.3% | $123M-6.1% | $123M-8.3% |
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.
