Lumentum (LITE)
Information Technology · Optical and photonic semiconductors and components
A leading optical and photonic components and systems provider powering cloud data centers, AI/ML infrastructure, and emerging applications like LiDAR and 3D sensing.
What Lumentum does
Lumentum is an industry-leading provider of optical and photonic products serving cloud, artificial intelligence and machine learning, telecommunications, consumer, and industrial markets. The company manufactures optical and photonic components and systems that enable the scaling of optical networks and data centers to higher capacities. Lumentum's products address critical demands from accelerating data growth, AI/ML workloads in cloud data centers, and emerging applications including laser-based 3D sensing and LiDAR for automotive and security applications. The company has developed close relationships with market-leading customers and invests continuously in new differentiated products and technologies both organically and through acquisitions.
Themes: ["AI/ML infrastructure","cloud data centers","data center optical networking","LiDAR and 3D sensing","telecommunications","optical networks","photonics"]
Fundamentals
- Price$785.77 as of 2026-07-09 close
- Market cap$61.7B as of 2026-07-10
- 1-year return+768.8% as of 2026-07-09 close
- P/E140.16 as of 2026-07-10
- Net margin+17.7% as of 2026-07-10
- Gross margin+37.7% as of 2026-07-10
- ROE+30.7% as of 2026-07-10
- Debt / equity1.10 as of 2026-07-10
- Revenue growth (YoY)+69.0% as of 2026-07-10
- Revenue CAGR (3y)-1.3% SEC XBRL
- Beta1.50 as of 2026-07-10
Key risks (from latest filing)
["Dependence on a concentrated customer base with close relationships that could be lost; exposure to market share and customer diversification risks","Rapid technological change and need for continuous product innovation to maintain competitive advantage in optical and photonic markets","Export regulation and U.S.-China relations risks affecting international operations and supply chains"]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.