Filing Flows › Lumentum Holdings (LITE) › Q4 FY26 › vs Q3 FY26
Lumentum Holdings (LITE) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Lumentum Holdings's revenue rose $198M (+24%) from $808M in Q3 FY26 to $1.0B in Q4 FY26.
Lumentum Holdings, Q4 FY26: revenue $1.0B (+109% year over year), operating margin 27.8%, net loss $7.2B, operating cash flow $363M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Free cash flow margin | 19.5% | 9.8% | +9.7 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $1.0B | $808M | $198M | +24% |
| Income tax benefit | $297M | −$39.6M | $336M | — |
| Net loss | $7.2B | −$144M | $7.3B | — |
| Costs & expenses | $8.5B | $818M | $7.6B | +935% |
| Operating costs | $727M | $634M | $93.1M | +15% |
| Interest & other, net | $7.7B | −$9.3M | $7.7B | — |
| Cost of revenue | $529M | $451M | $77.6M | +17% |
| Research & development | $104M | $90.6M | $13.8M | +15% |
| SG&A | $91.2M | $90.8M | $400K | +0.4% |
| Other operating costs | $2.4M | $1.1M | $1.3M | +118% |
| Operating cash sources | $7.5B | $59.6M | $7.5B | 126× |
| Depreciation & amortization | $71.1M | $66.6M | $4.5M | +7% |
| Share-based compensation | $40.8M | $41.6M | −$800K | -2% |
| Working capital & other | $7.4B | −$48.6M | $7.5B | — |
| Net loss absorbed | $7.2B | −$144M | $7.3B | — |
| Operating cash flow | $363M | $204M | $159M | +78% |
| Free cash flow (OCF − capex) | $196M | $79.1M | $117M | +148% |
| Capital expenditures | $167M | $125M | $42.1M | +34% |
Questions
How much did Lumentum Holdings's revenue grow quarter over quarter in Q4 FY26?
Lumentum Holdings's revenue rose $198M (+24%) from $808M in Q3 FY26 to $1.0B in Q4 FY26.