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Lumentum Holdings Inc.

LITE

Lumentum Holdings Inc. is a global leader in optical and photonic technologies, providing essential components and systems for cloud, artificial intelligence, and telecommunications infrastructure.

Market cap
$84.23B+858%
Revenue$3.5B+89.3%
Net income-$14.1B-12,634%
EPS (diluted)-$177.81-11,076%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 3, 2026 (in 2 months)
Revenue estimate$1.3B
EPS estimate$4.23

Financials

Q1 2027

Income statement

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Revenue$1.0B+88.5%
Gross profit$477.3M+137%
Operating income$279.3M+4,069%
Net income-$7.2B-170,617%
EPS (diluted)-$84.65-169,400%

Balance sheet

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Cash & equivalents$2.0B+488%
Total debt$1.7B-61.7%
Total equity$4.6B+495%
Total assets$7.3B+58.4%

Valuation & ratios

Valuation

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Market cap$84.23B+858%
Enterprise value$83.86B+658%
P/S24.2×+19.5×

Profitability

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Gross margin46.2%+11.3pp
Operating margin22.9%+19.4pp
Net margin-404.4%-411pp

Returns & leverage

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Return on equity-519.9%-533pp
Debt / equity0.4×-5.2×
Current ratio1.7×+0.3×

Segments

By segment

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Components$649.4M+71.3%
Systems$356.9M+131%

Competitors

Profile

Lumentum Holdings Inc. is a global leader in optical and photonic technologies, providing essential components and systems for cloud, artificial intelligence, and telecommunications infrastructure. The company designs and manufactures high-performance solutions that enable high-capacity data transmission and precision material processing. Its technology is a critical enabler for hyperscale data centers, 5G wireless networks, and advanced industrial manufacturing.

Competitive position

A market leader in optical networking and photonic integration, holding a significant position in the transition from copper to optical interconnects for AI workloads.

GeographiesNorth America, Asia-Pacific, Europe
Customer segmentsHyperscale cloud providers, Telecommunications carriers, Automotive manufacturers, Consumer electronics companies
Business modelHardware manufacturing, Original Equipment Manufacturer (OEM), Vertical integration
SuppliersSemiconductor wafer suppliers, Electronic component manufacturers, Contract manufacturers in Southeast Asia, Specialized raw material providers
CustomersHyperscale data center operators, Tier-1 telecommunications providers, Smartphone manufacturers, Electric vehicle battery producers
Listed2015
Employees7.5K
CEOMichael E. Hurlston
FilingsSEC EDGAR

FAQ

What is Lumentum Holdings Inc.'s market cap?
Lumentum Holdings Inc. (LITE) has a market capitalization of $84.2B and trades on NASDAQ.
What is Lumentum Holdings Inc.'s revenue and profitability?
Lumentum Holdings Inc. generated $3.5B in trailing twelve-month revenue with a net loss of $14.1B, representing a net margin of -230.1%. Gross margin stands at 44.2%. These figures are based on the Q2 2026 filing.
Who are Lumentum Holdings Inc.'s competitors?
Lumentum Holdings Inc.'s key competitors include Coherent Corp., IPG Photonics, Viavi Solutions, Inc., and others. These companies compete in similar markets and product categories.
What subsidiaries does Lumentum Holdings Inc. have?
Lumentum Holdings Inc.'s subsidiaries include Oclaro, Inc., NeoPhotonics Corporation, Cloud Light Technology Limited.
Where is Lumentum Holdings Inc. headquartered?
Lumentum Holdings Inc. is headquartered in United States of America and employs approximately 7,500 people. It has been publicly traded since 2015.