Lumentum Holdings LITE · USD
Information Technology · Communications Equipment · US listing · 🇺🇸 United States
S&P 500Nasdaq-100
596.16
+10.69%
Close of 9 Nov 2026, in USD
Search any instrument
Reference data, closing prices and charts across 45,000 companies, plus crypto, commodities and currencies.
About Lumentum Holdings
From its filings with the US Securities and Exchange Commission
Lumentum Holdings is based in San Jose, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker LITE. It is a member of the S&P 500 and Nasdaq-100. The SEC classifies its business as communications equipment, nec. In the fiscal year to 27 June 2026, it reported revenue of $3.01bn and a net loss of $6.94bn. At that date it held total assets of $7.31bn and shareholders' equity of $4.64bn.
Lumentum Holdings Inc. (“we,” “us,” “our”, “Lumentum” or the “Company”) is a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share. Our products are essential to a range of cloud, artificial intelligence and machine learning (“AI/ML”), telecommunications, consumer, and industrial end-market applications. We operate in one reportable segment as a single, integrated enterprise. See “Note 17. Operating Segments and Geographic Information” to the consolidated financial statements.
We disaggregate revenue by type of product, which are Components and Systems, and by geography. A Components product is defined as one of the individual building blocks that goes into creating a larger solution. It is typically not a complete solution on its own but rather a specialized element that enables system functionality. This includes semiconductor laser chips, laser sub-assemblies, line subsystems and wavelength management systems. These are supplied to customers who then integrate them into their own full system solutions. Components represent foundational parts that support or enable that system’s operation and include optical chips and subsystems that are supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers.
Quoted from its 10-K, filed 17 Aug 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Information Technology
- Industry
- Communications Equipment
- Listed since
- 23 Jul 2015
- Employees
- 13,757
- Head office
- 1001 RIDDER PARK DRIVE, SAN JOSE, CA, 95131
- Incorporated in
- DE
- Classification
- Communications Equipment, NEC
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Ms. Penelope HerscherIndependent Chairman of the Board$455,344
- Mr. Michael HurlstonPresident, Chief Executive Officer, Director, since 2025$27.7m
- Mr. Wajid AliChief Financial Officer, Executive Vice President$4.8m
- Mr. Vincent RetortPresident - Industrial Tech and Chief Business Officer$5.7m
- Dr. Wupen YuenPresident, Cloud and Networking$5.4m
- Mr. Jae KimSenior Vice President, General Counsel, Company Secretary$2.6m
- Mr. Harold CovertIndependent Director$381,094
- Ms. Pamela FletcherIndependent Director$354,844
- Mr. Isaac HarrisIndependent Director$354,844
- Ms. Julia JohnsonIndependent Director$369,844
- Mr. Brian LillieIndependent Director$354,844
- Mr. Paul LundstromIndependent Director$148,550
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 95
- Environment
- 99
- Social
- 99
- Governance
- 87
- Direct emissions (scope 1)
- 8,715 t
- Energy emissions (scope 2)
- 68,278 t
- Value chain emissions (scope 3)
- 661,457 t
- Women in the workforce
- 45.85856%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Lumentum Holdings Inc has a strong market presence and brand reputation in the optical and photonics industry.
- The company possesses a diversified product portfolio catering to various high-growth segments, such as data communication, 3D sensing, and industrial lasers.
- Lumentum has a highly skilled workforce and a culture of innovation, allowing for the development of cutting-edge technologies.
Weaknesses
- Lumentum is heavily dependent on a few key customers for a significant portion of its revenue, which exposes the company to potential risks if these customers reduce their orders or shift to competitors.
- The company faces intense competition from both established players and new entrants in the highly dynamic and rapidly evolving optical and photonics industry.
- Lumentum's profitability may be impacted by fluctuations in raw material prices, manufacturing costs, and foreign exchange rates.
Opportunities
- The increasing demand for data centers, cloud computing, and high-speed internet services presents substantial growth opportunities for Lumentum's data communication products.
- The proliferation of smartphones and the adoption of facial recognition technology offer potential growth avenues for Lumentum's 3D sensing solutions.
- The expansion of applications using lasers, such as in automotive lidar systems and advanced manufacturing processes, provides opportunities for Lumentum's industrial lasers.
Threats
- The potential emergence of substitute technologies or alternative solutions could pose a threat to Lumentum's optical and photonics products.
- Trade disputes, geopolitical tensions, and regulatory changes may impact Lumentum's ability to operate in international markets and disrupt its global supply chain.
- Rapid technological advancements in the industry could lead to shorter product life cycles and the need for continuous innovation, which may strain Lumentum's resources.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
Nothing here is investment advice. Prices can be delayed or wrong, so check with the exchange before relying on them. Data for this page. How we cover markets.