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Side-by-side financial comparison of Genpact LTD (G) and Lumentum Holdings Inc. (LITE). Click either name above to swap in a different company.

Genpact LTD is the larger business by last-quarter revenue ($1.3B vs $665.5M, roughly 2.0× Lumentum Holdings Inc.). Lumentum Holdings Inc. runs the higher net margin — 11.8% vs 10.8%, a 0.9% gap on every dollar of revenue. On growth, Lumentum Holdings Inc. posted the faster year-over-year revenue change (65.5% vs 5.6%). Genpact LTD produced more free cash flow last quarter ($269.0M vs $43.1M). Over the past eight quarters, Lumentum Holdings Inc.'s revenue compounded faster (34.8% CAGR vs 8.0%).

Genpact Ltd. is an American information technology services, consulting, and outsourcing company headquartered in New York City, New York. Founded in Gurgaon, India, and legally domiciled in Bermuda, Genpact employs more than 125,000 people and provides services to clients in over 30 countries worldwide. Genpact is listed on the NYSE and generated revenues of US$4.48 billion in 2023.

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.

G vs LITE — Head-to-Head

Bigger by revenue
G
G
2.0× larger
G
$1.3B
$665.5M
LITE
Growing faster (revenue YoY)
LITE
LITE
+59.8% gap
LITE
65.5%
5.6%
G
Higher net margin
LITE
LITE
0.9% more per $
LITE
11.8%
10.8%
G
More free cash flow
G
G
$225.9M more FCF
G
$269.0M
$43.1M
LITE
Faster 2-yr revenue CAGR
LITE
LITE
Annualised
LITE
34.8%
8.0%
G

Income Statement — Q4 FY2025 vs Q2 FY2026

Metric
G
G
LITE
LITE
Revenue
$1.3B
$665.5M
Net Profit
$143.1M
$78.2M
Gross Margin
36.6%
36.1%
Operating Margin
14.8%
9.7%
Net Margin
10.8%
11.8%
Revenue YoY
5.6%
65.5%
Net Profit YoY
0.8%
228.4%
EPS (diluted)
$0.82
$0.89

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
G
G
LITE
LITE
Q4 25
$1.3B
$665.5M
Q3 25
$1.3B
$533.8M
Q2 25
$1.3B
$480.7M
Q1 25
$1.2B
$425.2M
Q4 24
$1.2B
$402.2M
Q3 24
$1.2B
$336.9M
Q2 24
$1.2B
$308.3M
Q1 24
$1.1B
$366.5M
Net Profit
G
G
LITE
LITE
Q4 25
$143.1M
$78.2M
Q3 25
$145.8M
$4.2M
Q2 25
$132.7M
$213.3M
Q1 25
$130.9M
$-44.1M
Q4 24
$141.9M
$-60.9M
Q3 24
$132.8M
$-82.4M
Q2 24
$122.0M
$-252.5M
Q1 24
$116.9M
$-127.0M
Gross Margin
G
G
LITE
LITE
Q4 25
36.6%
36.1%
Q3 25
36.4%
34.0%
Q2 25
35.9%
33.3%
Q1 25
35.3%
28.8%
Q4 24
35.7%
24.8%
Q3 24
35.6%
23.1%
Q2 24
35.4%
16.6%
Q1 24
35.0%
16.2%
Operating Margin
G
G
LITE
LITE
Q4 25
14.8%
9.7%
Q3 25
14.8%
1.3%
Q2 25
14.3%
-1.7%
Q1 25
15.1%
-8.9%
Q4 24
15.2%
-12.8%
Q3 24
15.0%
-24.5%
Q2 24
14.5%
-43.3%
Q1 24
14.1%
-31.3%
Net Margin
G
G
LITE
LITE
Q4 25
10.8%
11.8%
Q3 25
11.3%
0.8%
Q2 25
10.6%
44.4%
Q1 25
10.8%
-10.4%
Q4 24
11.4%
-15.1%
Q3 24
11.0%
-24.5%
Q2 24
10.4%
-81.9%
Q1 24
10.3%
-34.7%
EPS (diluted)
G
G
LITE
LITE
Q4 25
$0.82
$0.89
Q3 25
$0.83
$0.05
Q2 25
$0.75
$3.10
Q1 25
$0.73
$-0.64
Q4 24
$0.80
$-0.88
Q3 24
$0.74
$-1.21
Q2 24
$0.67
$-3.75
Q1 24
$0.64
$-1.88

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
G
G
LITE
LITE
Cash + ST InvestmentsLiquidity on hand
$1.2B
$1.2B
Total DebtLower is stronger
$1.5B
Stockholders' EquityBook value
$2.5B
$846.6M
Total Assets
$5.8B
$4.8B
Debt / EquityLower = less leverage
0.60×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
G
G
LITE
LITE
Q4 25
$1.2B
$1.2B
Q3 25
$740.8M
$1.1B
Q2 25
$663.3M
$877.1M
Q1 25
$561.6M
$866.7M
Q4 24
$671.6M
$896.7M
Q3 24
$1.0B
$916.1M
Q2 24
$914.2M
$887.0M
Q1 24
$478.4M
$870.9M
Total Debt
G
G
LITE
LITE
Q4 25
$1.5B
Q3 25
$1.2B
Q2 25
$1.2B
Q1 25
$1.2B
Q4 24
$1.2B
Q3 24
$1.6B
Q2 24
$1.6B
Q1 24
$1.2B
Stockholders' Equity
G
G
LITE
LITE
Q4 25
$2.5B
$846.6M
Q3 25
$2.5B
$780.8M
Q2 25
$2.6B
$1.1B
Q1 25
$2.5B
$879.5M
Q4 24
$2.4B
$872.3M
Q3 24
$2.4B
$895.9M
Q2 24
$2.3B
$957.3M
Q1 24
$2.3B
$1.2B
Total Assets
G
G
LITE
LITE
Q4 25
$5.8B
$4.8B
Q3 25
$5.4B
$4.6B
Q2 25
$5.3B
$4.2B
Q1 25
$4.9B
$4.0B
Q4 24
$5.0B
$4.0B
Q3 24
$5.3B
$4.0B
Q2 24
$5.2B
$3.9B
Q1 24
$4.7B
$4.2B
Debt / Equity
G
G
LITE
LITE
Q4 25
0.60×
Q3 25
0.47×
Q2 25
0.47×
Q1 25
0.50×
Q4 24
0.51×
Q3 24
0.68×
Q2 24
0.70×
Q1 24
0.54×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
G
G
LITE
LITE
Operating Cash FlowLast quarter
$286.7M
$126.7M
Free Cash FlowOCF − Capex
$269.0M
$43.1M
FCF MarginFCF / Revenue
20.4%
6.5%
Capex IntensityCapex / Revenue
1.3%
12.6%
Cash ConversionOCF / Net Profit
2.00×
1.62×
TTM Free Cash FlowTrailing 4 quarters
$734.7M
$-29.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
G
G
LITE
LITE
Q4 25
$286.7M
$126.7M
Q3 25
$308.4M
$57.9M
Q2 25
$177.4M
$64.0M
Q1 25
$40.4M
$-1.6M
Q4 24
$203.2M
$24.3M
Q3 24
$228.5M
$39.6M
Q2 24
$209.3M
$35.5M
Q1 24
$-25.6M
$-7.0M
Free Cash Flow
G
G
LITE
LITE
Q4 25
$269.0M
$43.1M
Q3 25
$292.0M
$-18.3M
Q2 25
$155.1M
$10.1M
Q1 25
$18.5M
$-64.4M
Q4 24
$183.5M
$-15.9M
Q3 24
$208.7M
$-34.5M
Q2 24
$190.0M
$10.9M
Q1 24
$-49.6M
$-26.6M
FCF Margin
G
G
LITE
LITE
Q4 25
20.4%
6.5%
Q3 25
22.6%
-3.4%
Q2 25
12.4%
2.1%
Q1 25
1.5%
-15.1%
Q4 24
14.7%
-4.0%
Q3 24
17.2%
-10.2%
Q2 24
16.2%
3.5%
Q1 24
-4.4%
-7.3%
Capex Intensity
G
G
LITE
LITE
Q4 25
1.3%
12.6%
Q3 25
1.3%
14.3%
Q2 25
1.8%
11.2%
Q1 25
1.8%
14.8%
Q4 24
1.6%
10.0%
Q3 24
1.6%
22.0%
Q2 24
1.6%
8.0%
Q1 24
2.1%
5.3%
Cash Conversion
G
G
LITE
LITE
Q4 25
2.00×
1.62×
Q3 25
2.11×
13.79×
Q2 25
1.34×
0.30×
Q1 25
0.31×
Q4 24
1.43×
Q3 24
1.72×
Q2 24
1.72×
Q1 24
-0.22×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

G
G

High Tech And Manufacturing$525.3M40%
Consumer And Healthcare$445.8M34%
Financial Services$348.2M26%

LITE
LITE

Components$443.7M67%
Systems$221.8M33%

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