Lumentum Holdings Inc.

Lumentum Holdings Inc.LITEEarnings & Financial Report

Nasdaq · Consumer Discretionary · Communications Equipment, NEC

JDS Uniphase Corporation (JDSU) was an American company that designed and manufactured products for optical communications networks, communications test and measurement equipment, lasers, optical solutions for authentication and decorative applications, and other custom optics. It was headquartered in Milpitas, California. In August 2015, JDSU split into two different companies – Viavi Solutions and Lumentum Holdings.

Revenue

$308.3M

Gross Profit

$51.3M

Operating Profit

$-133.4M

Net Profit

$-252.5M

Gross Margin

16.6%

Operating Margin

-43.3%

Net Margin

-81.9%

YoY Growth

-19.6%

EPS

$-3.75

Financial Flow

Lumentum Holdings Inc. Q4 2024 Financial Summary

Lumentum Holdings Inc. reported revenue of $308.3M (down 19.6% YoY) for Q4 2024, with a net profit of $-252.5M (down 542.5% YoY) (-81.9% margin). Cost of goods sold was $257.0M, operating expenses totaled $184.7M.

Key Financial Metrics

Total Revenue$308.3M
Net Profit$-252.5M
Gross Margin16.6%
Operating Margin-43.3%
Report PeriodQ4 2024

Revenue Breakdown

Lumentum Holdings Inc. Q4 2024 revenue of $308.3M breaks down across 2 segments, led by Cloud Networking Segment at $254.7M (82.6% of total).

SegmentRevenue% of Total
Cloud Networking Segment$254.7M82.6%
Industrial Technology Segment$53.6M17.4%

Lumentum Holdings Inc. Revenue by Segment — Quarterly Trend

Lumentum Holdings Inc. revenue by segment across the last 4 reported quarters, showing how each business line (such as Cloud Networking Segment and Industrial Technology Segment) has evolved quarter over quarter.

SegmentQ2 2026Q1 2026Q4 2025Q3 2025
Cloud Networking Segment$424.1M$365.2M
Industrial Technology Segment$56.6M$60.0M

Lumentum Holdings Inc. Annual Revenue by Year

Lumentum Holdings Inc. annual revenue history includes year-by-year totals (for example, 2025 revenue was $1.6B).

YearAnnual Revenue
2025$1.6B
2024$1.4B
2023$1.6B
2022$1.7B

Lumentum Holdings Inc. Quarterly Revenue & Net Profit History

Lumentum Holdings Inc. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q2 2026$665.5M+65.5%$78.2M11.8%
Q1 2026$533.8M+58.4%$4.2M0.8%
Q4 2025$480.7M+55.9%$213.3M44.4%
Q3 2025$425.2M+16.0%$-44.1M-10.4%
Q2 2025$402.2M+9.7%$-60.9M-15.1%
Q1 2025$336.9M+6.1%$-82.4M-24.5%
Q4 2024$308.3M-19.6%$-252.5M-81.9%
Q3 2024$366.5M+15.4%$-127.0M-34.7%

Income Statement

Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$366.5M$308.3M$336.9M$402.2M$425.2M$480.7M$533.8M$665.5M
YoY Growth15.4%-19.6%6.1%9.7%16.0%55.9%58.4%65.5%

Balance Sheet

Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Assets$4.20B$3.93B$3.97B$3.97B$3.98B$4.22B$4.61B$4.81B
Liabilities$3.03B$2.97B$3.07B$3.09B$3.10B$3.08B$3.83B$3.96B
Equity$1.18B$957.3M$895.9M$872.3M$879.5M$1.13B$780.8M$846.6M

Cash Flow

Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Operating CF$-7.0M$35.5M$39.6M$24.3M$-1.6M$64.0M$57.9M$126.7M