Lumentum Holdings LITE
Lumentum Holdings fiscal 2026 annual report
Fiscal 2026 (ended Jun 27, 2026) · Filed Aug 17, 2026Original
An annual report (10-K, or 20-F for a foreign company) is the business report a US-listed company files with the SEC every year.
How much did Lumentum Holdings sell in fiscal 2026?
As stated in annual reports · fiscal 2022–2026
Fiscal 2026 revenue
$3B+83.2% vs prior year
Net loss $6.9B
| Fiscal year | Revenue | Net income |
|---|---|---|
| 2022 | $1.7B | $198.9M |
| 2023 | $1.8B | −$131.6M |
| 2024 | $1.4B | −$546.5M |
| 2025 | $1.6B | $25.9M |
| 2026 | $3B | −$6.9B |
Fiscal 2026 (ended Jun 27, 2026) · Filed Aug 17, 2026Whalegun
- Revenue
- $3B
- +83.2% vs prior year
- Operating income
- $524.8M
- 17.4% of revenue
- Net income
- −$6.9B
- 230.1% of revenue
- Diluted EPS
- −$92.96
- Operating cash flow
- $751.4M
- Free cash flow
- $300.1M
Key points the company states
Lumentum sells optical components and systems; its largest customer was 26.6% of revenue
- Lumentum LITE supplies optical and photonic products to cloud, AI/ML, telecom, consumer and industrial markets.
- The company runs as one reportable segment and splits revenue into Components and Systems.
- In fiscal 2026, Customer A was 26.6% of total revenue and Customer B was 15.0%.
Lumentum's fiscal 2026 net revenue rose 83.2% to $3,014.0 million
- Net revenue rose 83.2% to $3,014.0 million from $1,645.0 million.
- Components revenue rose 79.7% to $2,005.6 million and Systems rose 90.7% to $1,008.4 million.
- The company says laser chip and laser assembly shipments were 78% of the Components growth.