In a recent institutional survey, Lumentum Technologies disclosed that the ongoing adjustments to US tariffs have a minimal and manageable impact on its operations. As of 2024, the company's domestic revenue comprised 51%, with Europe contributing 37% of its overseas revenue. The Asia-Pacific region (excluding China) and the Americas each accounted for 6% of total revenue, while direct exports to the United States constituted a mere 1% of overall sales. Notably, customers handle customs declarations and tariff obligations, and the supply chain has successfully substituted American suppliers with domestic alternatives, further cushioning any potential impacts.