Lumentum Q4 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
- Mar 29 – Jun 27, 2026
- Reported
- Aug 17, 2026
Revenue$1.01B
+109% year over year
Gross profit$0.48B
47% margin
Operating profit$0.28B
28% margin
Net profit−$7.16B
−712% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1.01 | 100% | +109% |
| Asia Pacific | 0.59 | 59% | |
| MX | 0.16 | 16% | |
| CN | 0.11 | 11% | |
| Other Asia Pacific not | 0.06 | 6% | |
| EMEA | 0.05 | 5% | |
| JP | 0.03 | 3% | |
| Americas excluding united | <0.01 | 0% | |
| Cost of revenue | −0.53 | 53% | |
| Gross profit | 0.48 | 47% margin | +14pp |
| R&D | −0.11 | 11% | −6pp |
| SG&A | −0.09 | 9% | −8pp |
| Operating profit | 0.28 | 28% margin | +30pp |
| Interest & other costs | −7.44 | ||
| Net profit | −7.16 | −712% margin | −756pp |
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