Lumentum Q3 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
- Dec 28, 2025 – Mar 28, 2026
- Reported
- May 6, 2026
Revenue$0.81B
+90% year over year
Gross profit$0.36B
44% margin
Operating profit$0.18B
22% margin
Net profit$0.14B
18% margin
The numbers
| 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 |
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