Lumentum Q1 FY26: where the revenue came from and where it went
The whole income statement of Lumentum for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jun 29 – Sep 27, 2025
- Reported
- Nov 5, 2025
Revenue$0.53B
+58% year over year
Gross profit$0.18B
34% margin
Operating profit$0.01B
1% margin
Net profit$<0.01B
1% margin
The numbers
| 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 |
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