Lumentum Holdings Inc.LITEEarnings & Financial Report
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
$533.8M
Gross Profit
$181.5M
Operating Profit
$6.7M
Net Profit
$4.2M
Gross Margin
34.0%
Operating Margin
1.3%
Net Margin
0.8%
YoY Growth
58.4%
EPS
$0.05
Financial Flow
Lumentum Holdings Inc. Q1 2026 Financial Summary
Lumentum Holdings Inc. reported revenue of $533.8M (up 58.4% YoY) for Q1 2026, with a net profit of $4.2M (up 105.1% YoY) (0.8% margin). Cost of goods sold was $352.3M, operating expenses totaled $174.8M.
Key Financial Metrics
| Total Revenue | $533.8M |
|---|---|
| Net Profit | $4.2M |
| Gross Margin | 34.0% |
| Operating Margin | 1.3% |
| Report Period | Q1 2026 |
Revenue Breakdown
Lumentum Holdings Inc. Q1 2026 revenue of $533.8M breaks down across 2 segments, led by Components at $379.2M (71.0% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Components | $379.2M | 71.0% |
| Systems | $154.6M | 29.0% |
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 Components and Systems) has evolved quarter over quarter.
| Segment | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| Components | $443.7M | $379.2M | — | — |
| Systems | $221.8M | $154.6M | — | — |
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).
| Year | Annual 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.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q2 2026 | $665.5M | +65.5% | $78.2M | 11.8% |
| Q1 2026 | $533.8M | +58.4% | $4.2M | 0.8% |
| Q4 2025 | $480.7M | +55.9% | $213.3M | 44.4% |
| 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 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $366.5M | $308.3M | $336.9M | $402.2M | $425.2M | $480.7M | $533.8M | $665.5M |
| YoY Growth | 15.4% | -19.6% | 6.1% | 9.7% | 16.0% | 55.9% | 58.4% | 65.5% |
Balance Sheet
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $-7.0M | $35.5M | $39.6M | $24.3M | $-1.6M | $64.0M | $57.9M | $126.7M |