What is Lumentum Holdings Inc.'s market cap?

Lumentum Holdings Inc. (LITE) has a market capitalization of $55.0B and trades on NASDAQ.

What is Lumentum Holdings Inc.'s revenue and profitability?

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 40.8%, with free cash flow of $103.9M. These figures are based on the Q1 2026 filing.

Who are Lumentum Holdings Inc.'s competitors?

Lumentum Holdings Inc.'s key competitors include Coherent Corp., IPG Photonics Corporation, Broadcom Inc., and others. These companies compete in similar markets and product categories.

Who does Lumentum Holdings Inc. partner with?

Lumentum Holdings Inc.'s notable partners include Viavi Solutions Inc..

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.

Lumentum Holdings Inc.

LITE

Lumentum Holdings Inc. is a leading provider of optical and photonic products used in cloud data centers, telecommunications, and industrial applications.

Market cap

$55.01B+755%

Revenue$2.5B+69.0%

Net income$439.9M+200%

Free cash flow$103.9M+173%

EPS (diluted)$5.53+185%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q3 2026 report

May 5, 2026

Revenue$808.4MMiss by $1.8M EPS$2.37Beat by $0.10

Read the full report

Next report

Aug 11, 2026 (in a month)

Revenue estimate$984.6M

EPS estimate$2.96

Financials

Q3 2026

Income statement

See full

Revenue$808.4M+90.1%

Gross profit$376.3M+166%

Operating income$174.5M+563%

Net income$144.2M+427%

EPS (diluted)$1.50+334%

Balance sheet

See full

Cash & equivalents$517.7M+45.8%

Total debt$6.6B+150%

Total equity$3.0B+238%

Total assets$7.0B+76.8%

Cash flow

See full

Operating cash flow$203.8M—

CapEx$124.7M+98.6%

Free cash flow$79.1M+223%

Valuation & ratios

Valuation

See full

Market cap$55.01B+755%

Enterprise value$61.05B+601%

P/E125.1×-123×

P/S22.1×+18.2×

Profitability

See full

Gross margin40.8%+11.2pp

Operating margin9.5%+5.7pp

Net margin17.7%+10.9pp

FCF margin4.2%—

Returns & leverage

See full

Return on equity22.8%+13.8pp

Debt / equity2.2×-0.8×

Current ratio1.1×-3.6×

Segments

By segment

See full

Components$533.3M—

Systems$275.1M—

Competitors

By market cap

Broadcom Inc.$1.85T+42.9%

Coherent$62.0B—

Lumentum Holdings Inc.$55.0B+755%

MACOM Technology Solutions$23.3B+123%

Fabrinet$17.2B+62.9%

IPG Photonics$4.3B+38.6%

nLIGHT, Inc.$3.3B+239%

Lightpath Technologies$795.5M+508%

By revenue growth

Lightpath Technologies+86.7%

Lumentum Holdings Inc.+69.0%

nLIGHT, Inc.+40.9%

Broadcom Inc.+32.3%

Fabrinet+29.8%

MACOM Technology Solutions+27.1%

Coherent+18.0%

IPG Photonics+9.3%

By net margin

Broadcom Inc.38.85%+16.2pp

Lumentum Holdings Inc.17.68%+47.6pp

Fabrinet9.94%-0.1pp

IPG Photonics2.78%+24.8pp

Coherent1.73%+7.6pp

nLIGHT, Inc.-5.08%+21.7pp

MACOM Technology Solutions-7.71%+27.4pp

Lightpath Technologies-37.38%-7.1pp

Profile

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.

Competitive position

A leading market player in optical networking and 3D sensing lasers, characterized by high vertical integration and a significant patent portfolio.

GeographiesNorth America, Asia-Pacific, Europe

Customer segmentsHyperscale Cloud Providers, Telecommunications Carriers, Consumer Electronics OEMs, Industrial Manufacturers

Business modelHardware Manufacturing, OEM Supply, B2B Component Sales

SuppliersSemiconductor Wafer Suppliers, Electronic Component Manufacturers, Contract Manufacturers, Raw Material Suppliers

CustomersHyperscale Data Center Operators, Telecom Equipment Vendors, Smartphone Manufacturers, EV Battery Manufacturers

CountryUnited States of America

Listed2015

Employees7.5K

CEOMichael E. Hurlston

SectorTechnology

IndustryCommunication Equipment

Websitelumentum.com

FilingsSEC EDGAR

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Questions, answered.

What is Lumentum Holdings Inc.'s market cap?: Lumentum Holdings Inc. (LITE) has a market capitalization of $55.0B and trades on NASDAQ.
What is Lumentum Holdings Inc.'s revenue and profitability?: 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 40.8%, with free cash flow of $103.9M. These figures are based on the Q1 2026 filing.
Who are Lumentum Holdings Inc.'s competitors?: Lumentum Holdings Inc.'s key competitors include Coherent Corp., IPG Photonics Corporation, Broadcom Inc., and others. These companies compete in similar markets and product categories.
Who does Lumentum Holdings Inc. partner with?: Lumentum Holdings Inc.'s notable partners include Viavi Solutions Inc..
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.