Lumentum Q2 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
- Sep 28 – Dec 27, 2025
- Reported
- Feb 4, 2026
Revenue$0.67B
+65% year over year
Gross profit$0.24B
36% margin
Operating profit$0.06B
10% margin
Net profit$0.08B
12% margin
Net profit is larger than what operations earned, because the statement adds $0.03B below it, under Other income, net.
The numbers
| 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 |
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