LITE · Q3 FY26 · Mar 28, 2026
Lumentum Q3 FY26: where the revenue came from and where it went
Lumentum Q3 FY26: revenue $0.8B (+90% year over year). Net profit $0.1B. Largest cohort Components $0.5B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Mar 28, 2026
- Reported
- May 6, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$0.8B
+90% year over year
Gross profit$0.4B
44% margin
Operating profit$0.2B
22% margin
Net profit$0.1B
18% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 0.8 | 100% | +90% |
| Components | 0.5 | 62% | +77% |
| Systems | 0.3 | 38% | +121% |
| Cost of revenue | −0.5 | 62% | |
| Gross profit | 0.4 | 44% margin | +15pp |
| Research & development | −0.1 | 11% | −7pp |
| SG&A | −0.1 | 11% | −15pp |
| Operating profit | 0.2 | 22% margin | +30pp |
| Net profit | 0.1 | 18% | +28pp |
Older quarters
-
Q2 FY26 12/2025Revenue $0.7B Net margin 12%
-
Q1 FY26 9/2025Revenue $0.5B Net margin 1%
-
Q4 FY25 6/2025Revenue $0.5B Net margin 44%
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