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Lumentum vs Rekor Systems: revenue, profit, margins and growth compared

Lumentum brought in $3B of revenue in fiscal 2026, Rekor Systems $48.5M in fiscal 2025. Revenue changed by +83.2% at Lumentum and +5.3% at Rekor Systems on the year before, so Lumentum grew faster. Lumentum kept -230.1% of its revenue as net profit, Rekor Systems -64.9%. Free cash flow was $300.1M at Lumentum and -$22.9M at Rekor Systems.

Side by side, latest fiscal year

LITEREKR
Fiscal year endedFY2026 (June 27, 2026)FY2025 (December 31, 2025)
Revenue$3B$48.5M
Revenue growth+83.2%+5.3%
Net income-$6.9B-$31.5M
Net margin-230.1%-64.9%
Free cash flow$300.1M-$22.9M
Free cash flow margin10.0%-47.3%
Earnings per share (diluted)-$92.96-$0.26
Cash$2B$16.6M
Debt$1.6B$15M
Price to earningsn/an/a
Market value$73.3B$55.6M
Dividend yieldn/an/a
Rank by revenue in sector#16 of 51 · Telecommunications#44 of 51 · Telecommunications

Over the years

Revenue
LITE FY2019: $1.6BLITE FY2020: $1.7BLITE FY2021: $1.7BLITE FY2022: $1.7BLITE FY2023: $1.8BLITE FY2024: $1.4BLITE FY2025: $1.6BLITE FY2026: $3BREKR FY2018: $20.1MREKR FY2019: $19.3MREKR FY2020: $9.2MREKR FY2021: $11.6MREKR FY2022: $19.9MREKR FY2023: $34.9MREKR FY2024: $46MREKR FY2025: $48.5MFY18FY19FY20FY21FY22FY23FY24FY25FY26
LITE $3BREKR $48.5M
Net income
LITE FY2019: -$36.4MLITE FY2020: $135.5MLITE FY2021: $397.3MLITE FY2022: $198.9MLITE FY2023: -$131.6MLITE FY2024: -$546.5MLITE FY2025: $25.9MLITE FY2026: -$6.9BREKR FY2018: -$5.7MREKR FY2019: -$15.9MREKR FY2020: -$14.2MREKR FY2021: -$26.8MREKR FY2022: -$83.1MREKR FY2023: -$45.7MREKR FY2024: -$61.4MREKR FY2025: -$31.5MFY18FY19FY20FY21FY22FY23FY24FY25FY26
LITE -$6.9BREKR -$31.5M
Net margin
LITE FY2019: -2.3%LITE FY2020: 8.1%LITE FY2021: 22.8%LITE FY2022: 11.6%LITE FY2023: -7.4%LITE FY2024: -40.2%LITE FY2025: 1.6%LITE FY2026: -230.1%REKR FY2018: -28.4%REKR FY2019: -82.2%REKR FY2020: -153.6%REKR FY2021: -231.4%REKR FY2022: -417.2%REKR FY2023: -130.8%REKR FY2024: -133.4%REKR FY2025: -64.9%FY18FY19FY20FY21FY22FY23FY24FY25FY26
LITE -230.1%REKR -64.9%
Revenue growth
LITE FY2020: +7.2%LITE FY2021: +3.8%LITE FY2022: -1.7%LITE FY2023: +3.2%LITE FY2024: -23.1%LITE FY2025: +21.0%LITE FY2026: +83.2%REKR FY2019: -3.7%REKR FY2020: -52.2%REKR FY2021: +25.4%REKR FY2022: +72.1%REKR FY2023: +75.4%REKR FY2024: +31.8%REKR FY2025: +5.3%FY19FY20FY21FY22FY23FY24FY25FY26
LITE +83.2%REKR +5.3%
Free cash flow
LITE FY2019: $164.1MLITE FY2020: $438.3MLITE FY2021: $653.9MLITE FY2022: $368.1MLITE FY2023: $51.3MLITE FY2024: -$108.3MLITE FY2025: -$104.7MLITE FY2026: $300.1MREKR FY2018: -$3.1MREKR FY2019: -$22.1MREKR FY2020: -$16.1MREKR FY2021: -$22.4MREKR FY2022: -$42.6MREKR FY2023: -$34MREKR FY2024: -$34.2MREKR FY2025: -$22.9MFY18FY19FY20FY21FY22FY23FY24FY25FY26
LITE $300.1MREKR -$22.9M

Fiscal years as each company reports them; the two may end in different months.

Questions about Lumentum and Rekor Systems

Which is bigger by revenue, Lumentum or Rekor Systems?

Lumentum is bigger by revenue: $3B in fiscal 2026, against $48.5M for Rekor Systems in fiscal 2025.

Which keeps more of its revenue as profit, Lumentum or Rekor Systems?

Lumentum had a net margin of -230.1% in fiscal 2026; Rekor Systems had -64.9% in fiscal 2025.

Which grew revenue faster, Lumentum or Rekor Systems?

In their latest fiscal years revenue changed by +83.2% at Lumentum and +5.3% at Rekor Systems.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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