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Lumentum

LITE Information Technology Market cap $74.9B as of Sep 14, 2026 16:00 ET S&P 500

Q4 FY26 Mar 29 – Jun 27, 2026 reported Aug 17, 2026

Revenue$1.01B +109% year over year

Gross profit$0.48B 47% margin

Operating profit$0.28B 28% margin

Net profit−$7.16B −712% margin

The numbers behind the diagram

All figures in billions of U.S. dollars, for Q4 FY26 (period ends Jun 27, 2026).
Item	Value	Share of revenue	Year over year
Revenue	1.01	100%	+109%
Asia Pacific	0.59	59%
MX	0.16	16%
CN	0.11	11%
Other Asia Pacific not	0.06	6%
EMEA	0.05	5%
JP	0.03	3%
Americas excluding united	<0.01	0%
Cost of revenue	−0.53	53%
Gross profit	0.48	47% margin	+14pp
R&D	−0.11	11%	−6pp
SG&A	−0.09	9%	−8pp
Operating profit	0.28	28% margin	+30pp
Interest & other costs	−7.44
Net profit	−7.16	−712% margin	−756pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Mar 28, 2026).
Item	Value	Share of revenue	Year over year
Revenue	0.81	100%	+90%
Components	0.53	66%	+77%
Systems	0.28	34%	+121%
Cost of revenue	−0.45	56%
Gross profit	0.36	44% margin	+15pp
R&D	−0.09	12%	−7pp
SG&A	−0.09	11%	−15pp
Operating profit	0.18	22% margin	+30pp
Other income, net	0.01
Tax	−0.04
Net profit	0.14	18% margin	+28pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Dec 27, 2025).
Item	Value	Share of revenue	Year over year
Revenue	0.67	100%	+65%
Components	0.44	67%	+68%
Systems	0.22	33%	+60%
Cost of revenue	−0.43	64%
Gross profit	0.24	36% margin	+11pp
R&D	−0.08	12%	−6pp
SG&A	−0.10	14%	−5pp
Operating profit	0.06	10% margin	+22pp
Other income, net	0.03
Tax	−0.02
Net profit	0.08	12% margin	+27pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Sep 27, 2025).
Item	Value	Share of revenue	Year over year
Revenue	0.53	100%	+58%
Components	0.38	71%	+64%
Systems	0.16	29%	+47%
Cost of revenue	−0.35	66%
Gross profit	0.18	34% margin	+11pp
R&D	−0.08	15%	−7pp
SG&A	−0.09	16%	−7pp
Other	−0.01	2%	+0pp
Operating profit	0.01	1% margin	+26pp
Tax	−<0.01
Net profit	<0.01	1% margin	+25pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Jun 28, 2025).
Item	Value	Share of revenue	Year over year
Revenue	0.48	100%	+56%
Other Asia-Pacific	0.20	42%
Mexico	0.15	31%
Japan	0.08	16%
South Korea	0.03	7%
Other Americas	0.02	4%
Other revenue	<0.01	0%
Cost of revenue	−0.32	67%
Gross profit	0.16	33% margin	+17pp
R&D	−0.08	17%	−7pp
SG&A	−0.08	17%	−7pp
Other	−0.01	1%	+0pp
Operating profit	−0.01	−2% margin	+42pp
Interest & other costs	−<0.01
Tax benefit	0.23
Net profit	0.21	44% margin	+126pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

Financial health

The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.

The balance sheet, capital flow, debt schedule and capital structure open with a free account.

Quarter by quarter

Every set of results we hold, newest first. Open one on its own page.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q4 FY26 Mar 29 – Jun 27, 2026 reported Aug 17, 2026 Operating margin 28% Net profit −$7.16B	Mar 29 – Jun 27, 2026	Aug 17, 2026	$1.01B	+109%	28%	−$7.16B	−712%
Q3 FY26 Dec 28, 2025 – Mar 28, 2026 reported May 6, 2026 Operating margin 22% Net profit $0.14B	Dec 28, 2025 – Mar 28, 2026	May 6, 2026	$0.81B	+90%	22%	$0.14B	18%
Q2 FY26 Sep 28 – Dec 27, 2025 reported Feb 4, 2026 Operating margin 10% Net profit $0.08B	Sep 28 – Dec 27, 2025	Feb 4, 2026	$0.67B	+65%	10%	$0.08B	12%
Q1 FY26 Jun 29 – Sep 27, 2025 reported Nov 5, 2025 Operating margin 1% Net profit $<0.01B	Jun 29 – Sep 27, 2025	Nov 5, 2025	$0.53B	+58%	1%	$<0.01B	1%
Q4 FY25 Mar 30 – Jun 28, 2025 reported Aug 19, 2025 Operating margin −2% Net profit $0.21B	Mar 30 – Jun 28, 2025	Aug 19, 2025	$0.48B	+56%	−2%	$0.21B	44%