Analysis of Reportable Segments
Lumentum Holdings Inc. operates in 2 segments: Cloud & Networking and Industrial Tech.
Segment Profit Margin
Lumentum Holdings Inc., profit margin by reportable segment
| Jun 28, 2025 | Jun 29, 2024 | Jul 1, 2023 | Jul 2, 2022 | Jul 3, 2021 | Jun 27, 2020 | |
|---|---|---|---|---|---|---|
| Cloud & Networking | 18.75% | 11.48% | 23.68% | 26.46% | — | — |
| Industrial Tech | 5.17% | 9.15% | 34.35% | 53.06% | — | — |
Based on: 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), 10-K (reporting date: 2020-06-27).
Segment Profit Margin: Cloud & Networking
Lumentum Holdings Inc.; Cloud & Networking; segment profit margin calculation
| Jun 28, 2025 | Jun 29, 2024 | Jul 1, 2023 | Jul 2, 2022 | Jul 3, 2021 | Jun 27, 2020 | |
|---|---|---|---|---|---|---|
| Selected Financial Data (US$ in thousands) | ||||||
| Segment profit | 264,500) | 124,500) | 313,200) | 266,900) | —) | —) |
| Net revenue | 1,410,800) | 1,084,900) | 1,322,500) | 1,008,700) | —) | —) |
| Segment Profitability Ratio | ||||||
| Segment profit margin1 | 18.75% | 11.48% | 23.68% | 26.46% | — | — |
Based on: 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), 10-K (reporting date: 2020-06-27).
1 2025 Calculation
Segment profit margin = 100 × Segment profit ÷ Net revenue
= 100 × 264,500 ÷ 1,410,800 = 18.75%
Segment Profit Margin: Industrial Tech
Lumentum Holdings Inc.; Industrial Tech; segment profit margin calculation
| Jun 28, 2025 | Jun 29, 2024 | Jul 1, 2023 | Jul 2, 2022 | Jul 3, 2021 | Jun 27, 2020 | |
|---|---|---|---|---|---|---|
| Selected Financial Data (US$ in thousands) | ||||||
| Segment profit | 12,100) | 25,100) | 152,700) | 373,500) | —) | —) |
| Net revenue | 234,200) | 274,300) | 444,500) | 703,900) | —) | —) |
| Segment Profitability Ratio | ||||||
| Segment profit margin1 | 5.17% | 9.15% | 34.35% | 53.06% | — | — |
Based on: 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), 10-K (reporting date: 2020-06-27).
1 2025 Calculation
Segment profit margin = 100 × Segment profit ÷ Net revenue
= 100 × 12,100 ÷ 234,200 = 5.17%
Net revenue
Lumentum Holdings Inc., net revenue by reportable segment
US$ in thousands
| Jun 28, 2025 | Jun 29, 2024 | Jul 1, 2023 | Jul 2, 2022 | Jul 3, 2021 | Jun 27, 2020 | |
|---|---|---|---|---|---|---|
| Cloud & Networking | 1,410,800) | 1,084,900) | 1,322,500) | 1,008,700) | —) | —) |
| Industrial Tech | 234,200) | 274,300) | 444,500) | 703,900) | —) | —) |
| Total | 1,645,000) | 1,359,200) | 1,767,000) | 1,712,600) | —) | —) |
Based on: 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), 10-K (reporting date: 2020-06-27).
Segment profit
Lumentum Holdings Inc., segment profit by reportable segment
US$ in thousands
| Jun 28, 2025 | Jun 29, 2024 | Jul 1, 2023 | Jul 2, 2022 | Jul 3, 2021 | Jun 27, 2020 | |
|---|---|---|---|---|---|---|
| Cloud & Networking | 264,500) | 124,500) | 313,200) | 266,900) | —) | —) |
| Industrial Tech | 12,100) | 25,100) | 152,700) | 373,500) | —) | —) |
| Total | 276,600) | 149,600) | 465,900) | 640,400) | —) | —) |
Based on: 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), 10-K (reporting date: 2020-06-27).