LITE Q2 2026 Earnings — Lumentum Holdings Inc. Revenue & Financial Results | Market Cap Arena

LITELumentum Holdings Inc.

$49B

Q2 2026 Earnings

Technology Communication Equipment

Income Statement

Revenue

$666M+65.5% YoY

Gross Profit

$240M36.1% margin

Operating Income

$64M9.7% margin

Net Income

$78M11.8% margin

EPS (Diluted)

$0.89

QoQ Revenue Growth

+24.7%

Cash Flow

Operating Cash Flow

$127M

Free Cash Flow

$203M

Stock-Based Comp.

$45M

Balance Sheet

Total Assets

$4.8B

Total Liabilities

$4.0B

Stockholders' Equity

$847M

Cash & Equivalents

$658M

Year-over-Year Comparison

Metric	Current	Year Ago	Change
Revenue	$666M	$402M	+65.5%
Gross Profit	$240M	$100M	+141.1%
Operating Income	$64M	-$52M	+224.6%
Net Income	$78M	-$61M	+228.4%

Revenue Segments

Components

$444M67%

Systems

$222M33%

Geographic Segments

Asia Pacific

$376M32%

Americas

$249M21%

UNITED STATES

$145M12%

HONG KONG

$119M10%

MEXICO

$103M9%

Other Asia Pacific Not Individually Identified

$56M5%

CHINA

$55M5%

EMEA

$40M3%

JAPAN

$24M2%

Americas Excluding United States And Mexico

$2M0%