Analysis of Revenues
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Lumentum Holdings Inc. pages available for free this week:
- Balance Sheet: Assets
- Common-Size Income Statement
- Analysis of Profitability Ratios
- DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
- Price to FCFE (P/FCFE)
- Operating Profit Margin since 2015
- Return on Equity (ROE) since 2015
- Debt to Equity since 2015
- Total Asset Turnover since 2015
- Aggregate Accruals
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Revenues as Reported
Lumentum Holdings Inc., income statement, revenues
US$ in thousands
| 12 months ended: | Jun 27, 2026 | Jun 28, 2025 | Jun 29, 2024 | Jul 1, 2023 | Jul 2, 2022 | Jul 3, 2021 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Components | |||||||||||||
| Systems | |||||||||||||
| Net revenue |
Based on: 10-K (reporting date: 2026-06-27), 10-K (reporting date: 2025-06-28), 10-K (reporting date: 2024-06-29), 10-K (reporting date: 2023-07-01), 10-K (reporting date: 2022-07-02), 10-K (reporting date: 2021-07-03).
Net revenue demonstrates a significant upward trajectory over the three-year period ending in June 2026. After a moderate increase between 2024 and 2025, the growth rate accelerated substantially in 2026, with total revenue rising from US$ 1,359.2 million to US$ 3,014.0 million.
- Components Revenue Trend
- The components segment exhibits consistent and accelerating growth. Revenue increased from US$ 822.1 million in 2024 to US$ 1,116.3 million in 2025, before surging to US$ 2,005.6 million in 2026. This segment represents the largest share of the total revenue mix and has been the primary driver of overall expansion.
- Systems Revenue Trend
- Systems revenue remained relatively flat in the short term, experiencing a marginal decline from US$ 537.1 million in 2024 to US$ 528.7 million in 2025. However, a sharp inflection point occurred in 2026, where revenue nearly doubled to US$ 1,008.4 million, indicating a significant increase in demand or scaling of systems-level offerings.
- Net Revenue Composition and Growth Rate
- The overall growth is characterized by a transition from a 21% increase in 2025 to a rapid 83% increase in 2026. The contribution balance shifted slightly, but both segments contributed heavily to the 2026 peak, with the total net revenue exceeding the 2024 baseline by more than 121%.