Lumentum · customer concentration
Lumentum’s biggest customers
Who are Lumentum’s biggest customers?
Customer A: 27% of FY2026 revenue
The filing does not name this customer. Hollsteen never guesses names.
Numbers, method and sources
Share of revenue per customer as tagged in the filing’s XBRL (ConcentrationRiskPercentage, benchmark revenue). US GAAP requires disclosure only for customers with at least 10% of revenue; a year without a customer means below 10% or not disclosed. Labels like “Customer A” are the filer’s own; the same label is not guaranteed to be the same customer every year.
FY2026
- Customer A (not named in filing) 27%
- Customer B (not named in filing) 15%
FY2025
- Customer B (not named in filing) 16%
- Customer A (not named in filing) 15%
FY2024
- Customer A (not named in filing) 19%
- Customer B (not named in filing) 11%
period ended Sep 30, 2023 (interim)
No customer ≥ 10% of revenue disclosed.
FY2023
- Customer A (not named in filing) 15%
- Customer C (not named in filing) 12%
- Customer D (not named in filing) 10%
FY2022
- Customer B (not named in filing) 29%
- Customer C (not named in filing) 13%
FY2021
- Customer A (not named in filing) 30%
- Customer C (not named in filing) 11%
- Customer B (not named in filing) 10%
FY2020
- Customer A (not named in filing) 26%
- Customer C (not named in filing) 13%
SEC filings only. No market data.
Is Lumentum getting more dependent on one customer?
Largest disclosed customer, by fiscal year
All Lumentum facts from SEC filings · Customer concentration of all companies