Lumentum (LITE) revenue breakdown

Technology · Communication Equipment · Market cap $74.2B

By segment, Systems is the largest at 67% of fiscal 2026 revenue, growing 93% a year over 2 years.

By region, United States is the largest at 21% of fiscal 2026 revenue; China grew fastest, 104% a year over 2 years.

Revenue by segment

Fiscal years, as Lumentum reports them in its 10-K filings; fiscal 2026 total $3.0B.

Segments2017201820192020202120222023202420252026Share
Systems———————$537M$529M$2.0B 67%
Components———————$822M$1.1B$1.0B 33%
OpComms$858M$1.1B$1.4B$1.5B$1.6B————— —
Cloud & Networking—————$1.0B$1.3B——— —
Industrial Tech—————$704M$444M——— —
Lasers$144M$188M$195M$164M$122M————— —

Revenue by region

Fiscal years, as Lumentum reports them in its 10-K filings; fiscal 2026 total $3.0B.

Regions2017201820192020202120222023202420252026Share
United States——————$241M$356M$312M$628M 21%
Thailand——————$269M$184M$292M$627M 21%
Hong Kong——————$247M$262M$399M$519M 17%
Mexico——————$180M$92M$148M$444M 15%
China———————$68M$96M$285M 9%
Other Asia-Pacific——————$276M$181M$136M$217M 7%
EMEA$108M$102M$163M$124M$140M$116M$195M$128M$164M$177M 6%
Japan——————$180M$85M$78M$105M 3%
Other Americas——————$9M$3M$20M$13M 0%
Asia-Pacific:————$1.3B$1.2B———— —
Hong Kong$227M$183M$388M$532M—————— —
Americas:————$280M$347M———— —
Other Asia-Pacific$220M$354M$356M$346M—————— —
South Korea$5M$146M$162M$261M—————— —
South Korea——————$170M——— —
United States$148M$115M$101M$150M—————— —
Japan$99M$195M$176M$138M—————— —
Mexico$185M$146M$215M$123M—————— —
Other Americas$9M$7M$4M$6M—————— —
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Questions

Where does Lumentum make its money?

In fiscal 2026, by segment: Systems $2.0B, Components $1.0B.

From Lumentum's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.