Want to see LITE full AI Analyst Report?
Revenue by Segment
How sales split across Lumentum’s product lines and end markets, showing which businesses drive growth, profit margins, and sensitivity to demand cycles. Segment mix reveals whether the company depends more on telecom and data‑center optics, which can be cyclical, or on commercial lasers and sensing, which may offer different growth and margin profiles — changes in the mix can signal margin pressure or faster expansion opportunities.Components have become the primary growth engine after a prolonged recovery, benefiting from surging laser/chip shipments and partial insourcing that raises content per module; Systems are accelerating too—driven by high‑speed transceivers and early OCS ramps—but remain a smaller, supply‑constrained lever. Management’s record revenue guidance and margin expansion reflect improving mix and pricing, yet multi‑product component shortages and delayed Greensboro capacity mean upside depends on LTAs, contract manufacturing and capex execution, keeping near‑term revenue upside capped despite strong demand.
Date | Components | Systems |
|---|---|---|
Jun 30, 2026 | $649.40M | $356.90M |
Mar 31, 2026 | $533.30M | $275.10M |
Dec 31, 2025 | $443.70M | $221.80M |
Sep 30, 2025 | $379.20M | $154.60M |
Jun 30, 2025 | $320.30M | $160.40M |
Mar 31, 2025 | $365.20M | $60.00M |
Dec 31, 2024 | $339.20M | $63.00M |
Sep 30, 2024 | $231.40M | $105.50M |
Jun 30, 2024 | $254.70M | $53.60M |
Mar 31, 2024 | $313.80M | $52.70M |