Overview
Lumentum Holdings Inc. develops optical and photonic technologies for cloud and AI/ML infrastructure, telecommunications, consumer applications, and industrial uses. Its products include optical components and systems—such as semiconductor laser chips, optical modules, optical circuit switches, and industrial lasers—and the company reports one operating segment.[1][2][3][4] Lumentum states its vision as “Light enables human connection and allows systems to thrive.” [5]
Headquartered in San Jose, California, Lumentum has employees worldwide and manufacturing capabilities in North America, Asia-Pacific, and Europe.[6][7] For the fiscal year ended June 27, 2026, it reported $3.014 billion in revenue; a July 2026 company announcement reported 13,000 employees globally.[8][9] [1][2][3][4][6][7][8][5][9]
Products & services
Lumentum’s optical products include semiconductor laser chips, laser subassemblies, optical chips and subsystems, and high-speed transceiver modules used in datacom and optical networks. Its portfolio includes 100G and 200G EMLs, a 200G-per-lane PAM4 CWDM EML laser, and 800G ZR+ coherent pluggable transceivers.[2][10][11][12]
For optical transport, Lumentum offers ROADMs and wavelength-management systems, optical amplifiers, channel monitors, switches, attenuators, WDM systems, modules and subsystems for access, metro, long-haul and submarine networks. Its TrueFlex product family supports wavelength-selective switching; data-center products include R300 300×300 and R64 64×64 optical circuit switches.[13][4][14][15][16]
Its stand-alone systems also include short-pulse solid-state and kilowatt-class fiber lasers for precision micromachining and materials processing, including semiconductor and microelectronics production, EV and battery manufacturing, cutting and welding. Named products include PicoBlade 3, offered at 1064, 532 and 355 nm, and ultrashort-pulse lasers with pulses below 12 ps.[3][17][18][19]
In FY2026, Components contributed $2,005.6 million, or 66.5% of revenue, and Systems contributed $1,008.4 million, or 33.5%. Lumentum’s product support includes technical assistance and repair services; standard product warranties are typically 12 months, with terms varying by product from six months to five years.[20][21][22][23] [2][10][11][12][13][4][14][15][16][3][17][18][19][20][21][22][23][11][12][14][15][16][18][19][23]
Geographic presence
In FY2026, 79.2% of Lumentum Holdings Inc.’s net revenue came from customers outside the United States; revenue is attributed by the country or geographic location where products were initially shipped. The filing does not provide a country-by-country revenue breakdown.[24]
Lumentum owns or leases property in the United States and 11 other countries for administration, product development, customer service and manufacturing. Its identified owned sites include manufacturing facilities in Thailand and the United Kingdom, and manufacturing operations in Greensboro, North Carolina; the company also identifies sites in San Jose, California, Japan and Slovenia. Owned and leased space totaled about 3.1 million square feet, including approximately 2.136 million square feet owned.[25]
Countries named for leased sites include Canada, China, Hong Kong, Italy, Japan, Switzerland, Taiwan, the United States and South Korea. In FY2026, Lumentum acquired a manufacturing facility in Greensboro, North Carolina.[25][26] [25][26][24]
Business segments
For FY2026, Lumentum Holdings Inc. reported one operating and reportable segment, representing 100% of its $3,014.0 million in revenue. The company’s current segment reporting therefore does not allocate revenue among separate business segments.[27][28][29]
As a separate product-type breakdown—not reportable segments—FY2026 revenue was $2,005.6 million from Components (about 66.5%) and $1,008.4 million from Systems (about 33.5%). Components include laser chips, subassemblies and other optical building blocks; Systems are complete solutions such as optical modules, optical circuit switches and industrial lasers.[30][31][32] These products serve communications and cloud/data-center networks, including AI/ML infrastructure, as well as industrial material processing and precision manufacturing; consumer applications include laser sources for 3D sensing.[33][34][35]
Before the FY2026 reorganization, Lumentum reported Cloud & Networking and Industrial Tech as its two segments. On that prior basis, FY2025 revenue was $1,410.8 million (about 85.8%) for Cloud & Networking and $234.2 million (about 14.2%) for Industrial Tech, out of $1,645.0 million total. Cloud & Networking served cloud/data-center, AI/ML, service-provider and enterprise networks; Industrial Tech focused on industrial diode and ultrafast lasers for material processing. These are historical segment shares, not the current FY2026 reporting structure.[27][28][36][37][38] [27][28][29][30][31][32][33][34][35][36][37][38]
Company history
Lumentum was incorporated in February 2015 as a subsidiary of JDS Uniphase and became an independent, publicly traded company on August 1, 2015, taking over JDSU’s Communications and Commercial Optical Products business.[39] In 2017, it reported ramping 3D-sensing products, including VCSEL technology for consumer electronics.[40][41]
Lumentum expanded its optical-communications business through its acquisition of Oclaro, completed in December 2018, and NeoPhotonics, completed in August 2022.[42][43] In November 2023 it completed the acquisition of Cloud Light, a supplier of optical transceivers for data-center connectivity.[44] In February 2025, Michael Hurlston became President and CEO, succeeding Alan Lowe, who had led the company since its 2015 spin-off.[45] [39][40][41][42][43][44][45][40][41][42][43][45]
Sources
- Lumentum Holdings Inc. — Full financial report (2026 Y)
- www.lumentum.com[5]
- investor.lumentum.com[9]
- www.lumentum.com[11]
- www.lumentum.com[12]
- www.lumentum.com[14]
- www.lumentum.com[15]
- www.lumentum.com[16]
- www.lumentum.com[18]
- www.lumentum.com[19]
- www.lumentum.com[23]
- www.sec.gov[24]
- Lumentum Holdings Inc. — Full financial report (2025 Y)
- investor.lumentum.com[40]
- www.lumentum.com[41]
- investor.lumentum.com[42]
- investor.lumentum.com[43]
- investor.lumentum.com[45]
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