Lumentum/$LITE
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Lumentum
Lumentum is a US-based photonics company specializing in light-based communications technologies. The company designs and manufactures optical components and systems used in cloud computing, artificial intelligence infrastructure, telecommunications, and industrial applications. Its product portfolio includes high-speed optical transceivers, lasers, optical amplifiers, and wavelength management technologies that enable high-capacity data transmission. In 2023, the company acquired Cloud Light, strengthening its optical transceiver and connectivity portfolio for hyperscale data centers as AI demand began to ramp up. The company also supplies industrial lasers and sensing technologies for precision manufacturing, facial recognition, and 3D sensing.
- Ticker
- $LITE
- Sector
- Communication
- Primary listing
- NASDAQ
- Employees
- 13,757
- Headquarters
- San Jose, United States
- Website
- www.lumentum.com
Lumentum Metrics
BasicAdvanced
$62B
-
-$82.08
-
-
Price and volume
Market cap
$62B
52-week high
$1,143.00
52-week low
$184.20
Average daily volume
5.4M
Financial strength
Current ratio
1.611
Quick ratio
1.131
Long term debt to equity
0.012
Total debt to equity
0.313
Interest coverage (TTM)
47.25%
Profitability
EBITDA (TTM)
1,142.525
Gross margin (TTM)
47.97%
Net profit margin (TTM)
-175.78%
Operating margin (TTM)
23.35%
Effective tax rate (TTM)
3.36%
Revenue per employee (TTM)
$270,000
Management effectiveness
Return on assets (TTM)
9.19%
Return on equity (TTM)
-245.79%
Valuation
Price to revenue (TTM)
14.656
Price to book
13.56
Price to tangible book (TTM)
19.33
Growth
Revenue change (TTM)
103.20%
Earnings per share change (TTM)
-5,369.55%
3-year revenue growth (CAGR)
33.37%
10-year revenue growth (CAGR)
14.71%
3-year earnings per share growth (CAGR)
203.67%
10-year earnings per share growth (CAGR)
108.10%
What the Analysts think about Lumentum
Analyst ratings (Buy, Hold, Sell) for Lumentum stock.
Analyst projections of the future price of Lumentum stock.
Bulls say / Bears say
Fiscal Q1 revenue rose 136.5% year on year to $1.26 billion, while non-GAAP operating margin reached 42.3%. Management’s Q2 revenue guidance implies another sharp step up, suggesting AI-related demand is translating into substantial growth and operating leverage. (Lumentum)
Lumentum says its second major NPO/CPO win carries purchase commitments exceeding $5 billion, and that rising optical circuit switch demand could support a multi-billion-dollar annual business. Those wins offer a sizeable growth opportunity beyond current transceiver sales. (Lumentum)
Marvell has agreed to acquire Lumentum in an all-stock deal at a fixed exchange ratio, implying about $1,132 per Lumentum share and a 23.9% premium to the unaffected price. The agreement offers shareholders a transaction benchmark and a route into a broader AI-connectivity business, if it closes. (Marvell)
Lumentum’s chief executive said the company cannot meet about 70% of demand for some products through 2027 and about 30% of demand for others through 2028. If capacity expansion or customer qualifications fall behind, strong orders may not convert into sales on time. (Bloomberg)
Two customers accounted for 41.6% of fiscal 2026 revenue, and many customers do not make binding long-term volume commitments. A change in purchasing plans by a major buyer could therefore have a disproportionate effect on revenue and factory utilisation. (StockTitan)
The Marvell deal still needs shareholder and regulatory approvals and is expected to take until the first half of 2028 to close. Because consideration is a fixed number of Marvell shares rather than cash, its dollar value can fall if Marvell’s share price declines before completion. (Marvell)
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 2026.
Lumentum Financial Performance
Revenues and expenses
Lumentum Earnings Performance
Company profitability
Upcoming events
No upcoming events
Lumentum News
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Funds containing Lumentum
AllUSDEURGBP
Fund name | Fund size | $LITE weighting |
|---|---|---|
iShares AI Innovation Active£IART | $304M | 2.89% |
L&G Artificial Intelligence£AIAG | $2.1B | 2.02% |
L&G Artificial Intelligence$AIAI | $2.1B | 2.02% |
Vanguard FTSE Global Small-Cap$VSMU | $15M | 0.60% |
Vanguard FTSE Global Small-Cap£VSML | $15M | 0.60% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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