Lumentum Holdings
$1,085.42Change from previous close: +3.79%Absolute change: +$39.64
At a glance
- Revenue growth
- +83.22%
- FY to Jun 2026 vs FY to Jun 2025
- Net margin
- -230.1%
- FY to Jun 2025: 1.6%
Financial data
Amounts in millions of USD; per-share values in USD; shares in millions.
| Item | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total revenue | 1,006 | 808 | 666 | 534 | 481 | 425 | 402 | 337 | 308 | 367 | 367 | 318 |
| Cost of revenue | 510 | 432 | 406 | 333 | 302 | 284 | 281 | 237 | 235 | 280 | 278 | 223 |
| Gross profit | 497 | 376 | 260 | 201 | 179 | 142 | 121 | 100 | 73.4 | 86.7 | 88.9 | 94.7 |
| Selling, general and administrative | 91.6 | 90.4 | 88.6 | 85.1 | 83.6 | 112 | 76.3 | 76.3 | 74.7 | 77.7 | 76.1 | 70.6 |
| Research and development | 104 | 90.6 | 80.1 | 81.4 | 79.5 | 75.9 | 74.2 | 74.3 | 73.2 | 77.2 | 78.3 | 73.5 |
| Operating income | 281 | 176 | 71.4 | 15.0 | -3.2 | -65.4 | -50.9 | -72.7 | -96.6 | -90.5 | -87.0 | -67.4 |
| EBIT | 281 | 176 | 71.4 | 15.0 | -3.2 | -65.4 | -50.9 | -72.7 | -96.6 | -90.5 | -87.0 | -67.4 |
| EBITDA | 352 | 243 | 136 | 77.2 | 57.8 | -6.0 | 14.0 | -4.0 | -26.5 | -21.4 | -22.2 | -10.2 |
| Interest expense | 3.6 | 6.2 | 6.3 | 5.7 | 5.4 | 5.7 | 5.6 | 5.5 | 5.4 | 9.0 | 9.7 | 9.7 |
| Pre-tax income | -7,458 | 184 | 96.5 | 5.2 | -11.4 | -39.2 | -42.3 | -79.2 | -128 | -107 | -102 | -69.3 |
| Income tax | -297 | 39.6 | 18.3 | 1.0 | -225 | 4.9 | 18.6 | 3.2 | 125 | 19.6 | -2.4 | -1.4 |
| Net income | -7,162 | 144 | 78.2 | 4.2 | 213 | -44.1 | -60.9 | -82.4 | -253 | -127 | -99.1 | -67.9 |
| Net income to common shareholders | -7,161 | 143 | 78.2 | 4.2 | 213 | -44.1 | -60.9 | -82.4 | -253 | -127 | -99.1 | -67.9 |
| Basic EPS | -84.64 | 1.99 | 1.10 | 0.06 | 3.06 | -0.64 | -0.88 | -1.21 | -3.72 | -1.88 | -1.47 | -1.02 |
| Diluted EPS | -84.65 | 1.50 | 0.89 | 0.05 | 2.96 | -0.64 | -0.88 | -1.21 | -3.73 | -1.88 | -1.47 | -1.02 |
| Average shares (basic) | 84.6 | 71.5 | 71.1 | 70.3 | 69.6 | 69.3 | 68.9 | 68.3 | 67.8 | 67.5 | 67.2 | 66.7 |
| Average shares (diluted) | 84.6 | 96.2 | 87.8 | 78.3 | 72.0 | 69.3 | 68.9 | 68.3 | 67.8 | 67.5 | 67.2 | 66.7 |
