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Sankey diagram of Lumentum Holdings Inc.. A complete text table follows the diagram.
Photonics components feed cloud and AI networks; complete optical modules and circuit-switching systems capture a growing share of the value stack.
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All Sankey flows are reported GAAP amounts. Product growth and margin changes in annotations are calculated directly from filing tables; the AI and cloud framing follows the filing's description of product applications and demand.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Optical & photonic components | 1 | $533M | Chips, laser sources and optical subsystems |
| Optical systems | 1 | $275M | Modules, circuit switches and industrial lasers |
| Photonics revenue | 2 | $808M | 90.1% year-over-year growth |
| Manufacturing & supply-chain cost | 3 | $432M | Reported cost of sales |
| Acquired technology amortization | 3 | $19.3M | Developed-intangible amortization |
| Gross profit | 3 | $357M | 44.2% gross margin |
| Design faster optical links | 4 | $90.6M | Research & development |
| Sell & administer the portfolio | 4 | $90.8M | Selling, general & administrative |
| Restructuring | 4 | $1.1M | Reported charge |
| Operating income | 4 | $175M | 21.6% operating margin |
| Net other income | 4 | $9.3M | Other income less interest expense |
| Income before tax | 5 | $184M | 22.7% pretax margin |
| Income tax | 6 | $39.6M | Reported provision |
| Net income | 6 | $144M | 17.8% net margin |
| Participating securities | 7 | $1.7M | Reported income allocation |
| Income available to common shareholders | 7 | $143M | $1.50 per diluted share |
| From | To | Value |
|---|---|---|
| Optical & photonic components | Photonics revenue | $533M |
| Optical systems | Photonics revenue | $275M |
| Photonics revenue | Manufacturing & supply-chain cost | $432M |
| Photonics revenue | Acquired technology amortization | $19.3M |
| Photonics revenue | Gross profit | $357M |
| Gross profit | Design faster optical links | $90.6M |
| Gross profit | Sell & administer the portfolio | $90.8M |
| Gross profit | Restructuring | $1.1M |
| Gross profit | Operating income | $175M |
| Operating income | Income before tax | $175M |
| Net other income | Income before tax | $9.3M |
| Income before tax | Income tax | $39.6M |
| Income before tax | Net income | $144M |
| Net income | Participating securities | $1.7M |
| Net income | Income available to common shareholders | $143M |