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Segments

By geography

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United States$82.1M
Hong Kong$69.3M
Thailand$36.3M
Mexico$17.7M
China$17.05M
Japan$16.7M

By segment

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Systems$1.35B
Components$649.4M+71.3%

Other financials

Income statement

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Gross profit$477.3M+137%
Operating income$279.3M+4,069%
Net income-$7.2B-170,617%
EPS (diluted)-$84.65-169,400%

Balance sheet

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Cash & equivalents$2.0B+488%
Total debt$1.7B-61.7%
Total equity$4.6B+495%
Total assets$7.3B+58.4%

Cash flow

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Operating cash flow$363.0M+467%
CapEx$166.8M+209%
Free cash flow$196.2M

Valuation

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Market cap$84.23B+858%
Enterprise value$83.86B+658%
P/S24.2×+19.5×

Profitability

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Gross margin44.2%+10.8pp
Operating margin17.4%+14.8pp
Net margin-230.1%-234pp
FCF margin10%+7.1pp

Returns & leverage

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Return on equity-240%-246pp
Debt / equity0.4×-5.2×
Current ratio1.7×+0.3×

Where this comes from

Reported directly by Lumentum Holdings Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The source filing: Lumentum Holdings Inc.’s 10-K, filed August 17, 2026.

Filed
Aug 17, 2026, 4:03 PM EDT
Fiscal year
FY2026
Accession
0001628280-26-057358
Line itemYears Ended / June 27, 2026Years Ended / June 28, 2025June 29, 2024
Net revenue$3,014.0$1,645.0$1,359.2
Cost of sales1,680.51,102.91,023.8
Amortization of acquired developed intangibles77.682.283.9
Gross profit1,255.9459.9251.5
Operating expenses:
Research and development356.5303.9302.2
Selling, general and administrative363.2348.2310.7
Restructuring and related charges11.422.872.6

ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is Lumentum Holdings Inc.'s total revenue?
Lumentum Holdings Inc. (LITE) reported total revenue of $1.01B in Q2 2026.
How has Lumentum Holdings Inc.'s total revenue changed year-over-year?
Lumentum Holdings Inc.'s total revenue increased by 109.3% year-over-year, from $480.7M to $1.01B.
What is the long-term trend for Lumentum Holdings Inc.'s total revenue?
Over 4 years (2022 to 2026), Lumentum Holdings Inc.'s total revenue has grown at a 15.2% compound annual growth rate (CAGR), from $1.71B to $3.01B.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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