Lumentum Holdings Inc.
Lumentum Holdings Inc. is a leading provider of optical and photonic products used in cloud data centers, telecommunications, and industrial applications. The company designs and manufactures high-performance components and subsystems that enable high-speed data transmission for AI/ML workloads, 5G networks, and precision manufacturing. Its core value proposition lies in its vertical integration and advanced photonic technologies that address the increasing demand for bandwidth and manufacturing precision.
Financials
Based on Q1 2026 · FQ3 FY2026 filing
Revenue
View metricGross Profit
View metricNet Income
View metricOperating Cash Flow
View metricFree Cash Flow
View metricEPS (Diluted)
View metricBusiness Segments
Cloud & Networking
primaryThis segment provides optical components, modules, and subsystems for high-speed data transmission. These products support cloud data centers, AI/ML infrastructure, and telecommunications networks across access, metro, long-haul, and submarine applications.
Optical Transceivers, Photonic Integrated Circuits, ROADMs, Wavelength-Selective Switches, Tunable Transceivers, Optical Circuit Switches, Pump Lasers, VCSELs
Cloud Data Center Operators, AI/ML Infrastructure Providers, Network Equipment Manufacturers (NEMs), Communications Service Providers
Industrial Tech
majorThis segment focuses on laser light sources for industrial manufacturing and consumer electronics. Applications include precision material processing, semiconductor fabrication, and 3D sensing for mobile devices.
Ultrafast Lasers, Kilowatt-class Fiber Lasers, Diode Lasers, Gas Lasers, VCSEL Arrays for 3D Sensing
Consumer Electronics Manufacturers, Automotive Manufacturers, Semiconductor Fabricators, Industrial Machine Tool OEMs
Segment Financials
Cloud & Networking — Cost of Sales
View metricCloud & Networking — R&D
View metricCloud & Networking — SG&A
View metricIndustrial Tech — R&D
View metricIndustrial Tech — Cost of Sales
View metricIndustrial Tech — Segment Gross Profit
View metricBusiness Overview
Competitive Position
A leading market player in optical networking and 3D sensing lasers, characterized by high vertical integration and a significant patent portfolio.
Geographies
North America, Asia-Pacific, Europe
Customer Segments
Hyperscale Cloud Providers, Telecommunications Carriers, Consumer Electronics OEMs, Industrial Manufacturers
Upstream Dependencies
Semiconductor Wafer Suppliers, Electronic Component Manufacturers, Contract Manufacturers, Raw Material Suppliers
Downstream Customers
Hyperscale Data Center Operators, Telecom Equipment Vendors, Smartphone Manufacturers, EV Battery Manufacturers
Competitors & Partners
Competitors
Subsidiaries
Oclaro, Inc.
Acquired provider of indium phosphide laser and photonic integrated circuit technologies.
NeoPhotonics Corporation
Acquired developer of optical components for cloud and telecom infrastructure.
Cloud Light Technology Limited
Acquired designer and manufacturer of advanced optical modules for data centers.
Lumentum Holdings Inc. FAQ
Common questions about Lumentum Holdings Inc.
Lumentum Holdings Inc. is a leading provider of optical and photonic products used in cloud data centers, telecommunications, and industrial applications. The company designs and manufactures high-performance components and subsystems that enable high-speed data transmission for AI/ML workloads, 5G networks, and precision manufacturing. Its core value proposition lies in its vertical integration and advanced photonic technologies that address the increasing demand for bandwidth and manufacturing precision.
Lumentum Holdings Inc. (LITE) has a market capitalization of $69.4B and trades on NASDAQ.
Lumentum Holdings Inc. generated $2.5B in trailing twelve-month revenue with net income of $439.9M, representing a net margin of 17.7%. Gross margin stands at 37.7%, with free cash flow of $103.9M. These figures are based on the Q1 2026 filing.
Lumentum Holdings Inc.'s key competitors include Broadcom Inc., Coherent Corp., IPG Photonics Corporation, and others. These companies compete in similar markets and product categories.
Lumentum Holdings Inc. has approximately 7,500 employees.