The financials
Lumentum by the numbers
Lumentum (LITE) reported revenue of $1.01B in Q4 2026 (quarter ended June 27, 2026), up 109% from the same quarter a year earlier. That came with a gross margin of 47% and net loss of $7.16B. For the full year FY2026, revenue was $3.01B (+83% year on year) and net income −$6.94B. Its largest region in 2026-Q1 was US at $186M, 23% of the disclosed total, just ahead of TH at 22%.
| Income statement | Q4 2026 | Q4 2025 | Change |
|---|---|---|---|
| Revenue | $1.01B | $481M | +109% |
| Gross profit | $477M | $160M | +198% |
| Operating income | $279M | −$8.4M | to a profit |
| Net income | −$7.16B | $213M | to a loss |
| Diluted EPS | −$95.55 | $3.09 | to a loss |
| Geographic | Revenue | Share |
|---|---|---|
| US | $186M | 23% |
| TH | $177M | 22% |
| HK | $136M | 17% |
| MX | $103M | 13% |
| CN | $70M | 8.7% |
| Other Asia Pacific Not Individually Identified | $53M | 6.5% |
| EMEA | $53M | 6.5% |
| JP | $29M | 3.6% |
| Americas Excluding United States And Mexico | $1.6M | 0.2% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Q1 2026Total $808.4M (+21%)
MX grew +166% year on yearAmericas Excluding United States And Mexico -75% year on year
Segment Latestquarter on quarteryear on year
- US$185.9M$185.9MQoQ +28%year on year +164%+28%+164%
- TH$176.8M$176.8MQoQ +44%year on year +124%+44%+124%
- HK$136.0M$136.0MQoQ +14%year on year +41%+14%+41%
- MX$103.4M$103.4MQoQ +0.78%year on year +166%+0.78%+166%
- CN$70.2M$70.2MQoQ +29%year on year +124%+29%+124%
- Other Asia Pacific Not Individually Identified$52.7M$52.7MQoQ -5.6%year on year +34%-5.6%+34%
- EMEA$52.6M$52.6MQoQ +31%year on year +24%+31%+24%
- JP$29.2M$29.2MQoQ +23%year on year +40%+23%+40%
- Americas Excluding United States And Mexico$1.6M$1.6MQoQ -20%year on year -75%-20%-75%
- KR--QoQ -year on year ---
Communication Equipment
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