Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures. Its Industrial Tech segment provides short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers that serves the semiconductor device, solar cell, display, and electric vehicle and battery manufacturing markets. The company was incorporated in 2015 and is headquartered in San Jose, California.
AI-Driven Surge | Explore how Lumentum's optical components are riding the wave of AI infrastructure investments, positioning the company for significant growth in this booming market |
Financial Resilience | Delve into Lumentum's robust financial performance, with revenue growth of 3.58% and projected EPS of $4.00 for FY26, showcasing the company's strong market position |
Strategic Expansion | Learn about Lumentum's ambitious capacity expansion plans, particularly in EML production, aimed at meeting the surging demand in the optical components secto |
Market Valuation | Analysts set diverse price targets ranging from $75 to $135, reflecting varied perspectives on Lumentum's growth potential in the competitive semiconductor landscape |
Metrics to compare | LITE | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipLITEPeersSector | |
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P/E Ratio | 433.4x | −24.0x | 12.0x | |
PEG Ratio | 4.15 | −1.93 | 0.01 | |
Price/Book | 9.9x | 4.5x | 2.4x | |
Price / LTM Sales | 6.8x | 3.9x | 2.4x | |
Upside (Analyst Target) | −9.7% | 25.6% | 14.1% | |
Fair Value Upside | Unlock | −13.6% | 1.8% | Unlock |