FINHUB Insights

LITE · Q1 FY26 · Jun 29 – Sep 27, 2025

Lumentum Q1 FY26: where the revenue came from and where it went

Lumentum Q1 FY26: revenue $0.5B (+58% year over year). Net profit $0B. Largest cohort Components $0.4B. The whole income statement as a sankey diagram from the SEC filing.

Period
Jun 29 – Sep 27, 2025
Reported
Nov 5, 2025 10-Q
Sankey diagram of Lumentum's income statement for Q1 FY26: revenue of $0.5 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$0.5B +58% year over year
Gross profit$0.2B 34% margin
Operating profit$0B 1% margin
Net profit$0B 1% margin

The numbers

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Sep 27, 2025).
ItemValueShare of revenueYear over year
Revenue 0.5 100% +58%
Components 0.4 80% +64%
Systems 0.2 40% +47%
Cost of revenue−0.480%
Gross profit0.234% margin+11pp
Research & development−0.115%−7pp
SG&A−0.116%−7pp
Other−02%+0pp
Operating profit01% margin+26pp
Net profit01%+25pp
Filing on EDGAR More quarters of LITE

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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