FINHUB Insights

LITE · Q2 FY26 · Sep 28 – Dec 27, 2025

Lumentum Q2 FY26: where the revenue came from and where it went

Lumentum Q2 FY26: revenue $0.7B (+65% year over year). Net profit $0.1B. Largest cohort Components $0.4B. The whole income statement as a sankey diagram from the SEC filing.

Period
Sep 28 – Dec 27, 2025
Reported
Feb 4, 2026 10-Q
Sankey diagram of Lumentum's income statement for Q2 FY26: revenue of $0.7 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$0.7B +65% year over year
Gross profit$0.2B 36% margin
Operating profit$0.1B 10% margin
Net profit$0.1B 12% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Dec 27, 2025).
ItemValueShare of revenueYear over year
Revenue 0.7 100% +65%
Components 0.4 57% +68%
Systems 0.2 29% +60%
Cost of revenue−0.457%
Gross profit0.236% margin+11pp
Research & development−0.112%−6pp
SG&A−0.114%−5pp
Operating profit0.110% margin+22pp
Net profit0.112%+27pp
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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