Lumentum Holdings Inc (LITE) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Lumentum Holdings Inc   (NASDAQ: LITE)
    Sector  Technology    Industry Communications Equipment

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Description of Lumentum Holdings Inc's Business Segments


Lumentum Holdings Inc. is a leading provider of innovative photonic solutions. The company designs and manufactures a range of products and services primarily used in optical communications, sensing, and industrial applications. Lumentums offerings are primarily segmented into the following categories: Optical Communications, Commercial Lasers, and Industrial Solutions.

1. Optical Communications Segment

The Optical Communications segment forms a core part of Lumentums business, focusing on advanced technologies that enable high-capacity networking and data transmission. This segment offers a variety of products that ensure efficient, reliable communications over fiber networks.

Key Offerings in Optical Communications:

- Transceivers: Lumentum manufactures a comprehensive range of optical transceivers used in data centers, enterprise, and telecommunications networks. These devices convert electrical signals to optical signals and vice versa, facilitating high-speed data transmission over fiber optic lines. Products include different form factors like SFP, SFP+, and QSFP, designed for various transmission speeds and distances.

- Optical Amplifiers: Products such as Erbium-Doped Fiber Amplifiers (EDFAs) enhance the performance of optical networks by amplifying weak optical signals over long distances. These amplifiers are essential in metro and long-haul fiber optic networks.

- Wavelength Selective Switches (WSS): WSS technology is critical for routing and managing optical signals in wavelength division multiplexed (WDM) networks. Lumentums WSS devices help enhance flexibility and efficiency in optical networks, allowing operators to dynamically manage bandwidth and optimize network resources.

- Optical Modules: The company offers various optical modules that enable high bandwidth and reliable connectivity for infrastructure applications, aiding in video streaming, cloud computing, and other high-data-rate applications.

- Line Cards and Other Network Equipment: Lumentum also develops line cards that integrate with networking equipment for service providers and enterprises, ensuring compatibility with existing infrastructures while providing upgraded functionalities.

Commercial Lasers Segment

This segment focuses on laser-based solutions utilized in various industrial and commercial applications. The commercial laser products are essential for material processing, healthcare, and other applications requiring precise laser technology.

Key Offerings in Commercial Lasers:

- Industrial Lasers: Lumentum produces a range of solid-state and fiber lasers utilized in manufacturing processes, such as welding, cutting, engraving, and marking. These high-performance lasers are designed for precision and efficiency in the manufacturing sector.

- Laser Diodes: The company also manufactures laser diodes that serve various applications, including medical procedures, optical communications, and consumer electronics. These components are integral to the operation of devices ranging from laser pointers to complex optical systems.

- Medical Lasers: Lumentums offerings in the healthcare sector include lasers for surgical applications, diagnostics, and aesthetic treatments. These lasers are designed for precision, safety, and efficacy, meeting rigorous regulatory standards in healthcare.

Sensing Solutions Segment

Lumentum has expanded its capabilities into sensing technologies, primarily leveraging its expertise in lasers and optics to develop innovative solutions for various sectors.

Key Offerings in Sensing Solutions:

- 3D Sensing: This involves advanced sensing technologies that generate three-dimensional representations of objects and environments, widely used in consumer electronics, automotive, and robotics. Lumentums 3D sensing products enable functionalities like gesture recognition and facial recognition, crucial for augmented reality (AR) and virtual reality (VR) applications.

- LiDAR Solutions: Lumentum designs and manufactures Light Detection and Ranging (LiDAR) systems that are pivotal for autonomous vehicles and other applications requiring accurate distance measurement and environmental mapping. These solutions enhance safety and efficiency through precise spatial awareness.

Services and Support

In addition to its extensive product line, Lumentum provides a variety of services that enhance its value proposition:

- Technical Support and Maintenance: Lumentum offers ongoing technical support and maintenance services to ensure that customers can effectively deploy and operate its products. This includes troubleshooting, installation assistance, and regular maintenance checks.

- Training and Development: The company provides training programs for customers to effectively use its products, which include hands-on workshops, online learning resources, and certification programs.

- Customization and Integration Services: Lumentum collaborates with clients to develop tailored solutions that integrate seamlessly with their existing systems, addressing specific business needs and operational challenges.

Conclusion

Lumentum Holdings Inc. operates in high-growth sectors with a robust portfolio of products and services across optical communications, commercial lasers, and sensing solutions. The company leverages cutting-edge technology to deliver state-of-the-art solutions, helping businesses optimize their operations while also paving the way for future innovations in photonics.


Composition of Lumentum Holdings Inc Revenues by Segments

 
Americas    36.87 % of total Revenue
United States    23.56 % of total Revenue
Mexico    13.11 % of total Revenue
Other Americas    0.2 % of total Revenue
Asia-Pacific    58.92 % of total Revenue
Hong Kong    17.24 % of total Revenue
Thailand    22.41 % of total Revenue
China    8.9 % of total Revenue
Japan    3.7 % of total Revenue
Other Asia-Pacific    6.68 % of total Revenue
EMEA    6.67 % of total Revenue
Components    67.59 % of total Revenue
Systems    34.87 % of total Revenue

Q3 three months ended (Mar 28 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
Americas 290.90 36.87 %
United States 185.90 23.56 %
Mexico 103.40 13.11 %
Other Americas 1.60 0.2 %
Asia-Pacific 464.90 58.92 %
Hong Kong 136.00 17.24 %
Thailand 176.80 22.41 %
China 70.20 8.9 %
Japan 29.20 3.7 %
Other Asia-Pacific 52.70 6.68 %
EMEA 52.60 6.67 %
Components 533.30 67.59 %
Systems 275.10 34.87 %
Total 789.00 100 %




Q3 three months ended (Mar 28 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
Americas 151.43 % 16.69 %
United States 163.69 % 28.47 %
Mexico 166.49 % 0.78 %
Other Americas -75 % -20 %
Asia-Pacific 73.99 % 23.61 %
Hong Kong 40.93 % 14.38 %
Thailand 123.51 % 43.74 %
China 123.57 % 28.57 %
Japan 40.38 % 22.69 %
Other Asia-Pacific 33.76 % -5.56 %
EMEA 24.35 % 31.17 %
Components 77.29 % 20.19 %
Systems 121.14 % 24.03 %
Total 94.57 % 22.31 %




Q3 three months ended (Mar 28 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total 326.30 41.36 %




Q3 three months ended (Mar 28 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total - 86.78 %




Annual Report on Lumentum Holdings Inc Divisions, Sales by Country

 
Americas   Americas Segment contribution to total sales 30.79 % of total Revenue
United States   United States Segment contribution to total sales 19.99 % of total Revenue
Mexico   Mexico Segment contribution to total sales 9.51 % of total Revenue
Other Americas   Other Americas Segment contribution to total sales 1.29 % of total Revenue
Asia-Pacific   Asia-Pacific Segment contribution to total sales 64.06 % of total Revenue
Hong Kong   Hong Kong Segment contribution to total sales 25.52 % of total Revenue
Thailand   Thailand Segment contribution to total sales 18.68 % of total Revenue
Japan   Japan Segment contribution to total sales 5.01 % of total Revenue
Other Asia-Pacific   Other Asia-Pacific Segment contribution to total sales 12.77 % of total Revenue
EMEA   EMEA Segment contribution to total sales 10.47 % of total Revenue
Cloud Networking   Cloud Networking Segment contribution to total sales 90.33 % of total Revenue
Industrial Tech   Industrial Tech Segment contribution to total sales 14.99 % of total Revenue
South Korea   South Korea Segment contribution to total sales 2.07 % of total Revenue
Net revenue and identifiable assets by geographic regions FromExternalCustomersAndLongLivedAssetsLineItems   Net revenue and identifiable assets by geographic regions FromExternalCustomersAndLongLivedAssetsLineItems Segment contribution to total sales 105.32 % of total Revenue


Twelve months ended 2025
LITE s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
Americas 480.90 30.79 %
United States 312.30 19.99 %
Mexico 148.50 9.51 %
Other Americas 20.10 1.29 %
Asia-Pacific 1,000.60 64.06 %
Hong Kong 398.60 25.52 %
Thailand 291.80 18.68 %
Japan 78.30 5.01 %
Other Asia-Pacific 199.50 12.77 %
EMEA 163.50 10.47 %
Total 1,561.90 100 %
Cloud Networking 1,410.80 90.33 %
Industrial Tech 234.20 14.99 %
South Korea 32.40 2.07 %
Net revenue and identifiable assets by geographic regions FromExternalCustomersAndLongLivedAssetsLineItems 1,645.00 105.32 %


Twelve months ended 2025
LITE s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total 198.00 12.68 %
Industrial Tech 12.10 5.17 %
Net revenue and identifiable assets by geographic regions FromExternalCustomersAndLongLivedAssetsLineItems 276.60 16.81 %

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
Americas 6.58 % -
United States -12.3 % -
Mexico 61.94 % -
Other Americas 491.18 % -
Asia-Pacific 28.31 % -
Hong Kong 52.2 % -
Thailand 58.76 % -
Japan -7.45 % -
Other Asia-Pacific 14.46 % -
EMEA 27.54 % -
Cloud Networking 30.04 % -
Industrial Tech -14.62 % -
South Korea -56.91 % -
Net revenue and identifiable assets by geographic regions FromExternalCustomersAndLongLivedAssetsLineItems 21.03 % 84.89 %
Mexico Geographic Concentration Risk Total Net Revenue - -
Thailand Geographic Concentration Risk Total Net Revenue - -
Cloud & Networking - -



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