LITE — Lumentum Holdings Inc.

Nasdaq · Information Technology · Communications Equipment · CIK 1633978 ·
Last close
$932.47
Market Cap
$82.62B
52W High
$1062.10
52W Low
$594.84
ADV30
4,798,276
Next earnings
2026-11-05
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.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 808,400,000 357,000,000 175,600,000 144,200,000 7,027,900,000 2,617,800,000 4,054,500,000
Dec 2025 665,500,000 240,100,000 63,900,000 78,200,000 4,805,300,000 657,700,000 3,958,700,000
Sep 2025 533,800,000 181,500,000 15,000,000 4,200,000 4,613,100,000 772,900,000 3,832,300,000
Jun 2025 480,700,000 159,900,000 -3,200,000 213,300,000 4,218,700,000 520,700,000 3,084,000,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$452,400,000
Investing CF
$-540,500,000
Financing CF
$2,189,500,000
CapEx
$-338,400,000
Dividends Paid
Buybacks
EPS Diluted TTM
$5.40
As of
2026-08-09

Balance + Analyst (yfinance extras)

Retained Earnings
$-634,600,000
Inventory
$632,800,000
Receivables
$441,600,000
ST Investments
$554,500,000
EBIT TTM
$297,700,000
Pretax Income TTM
$274,100,000
Interest Exp TTM
$23,600,000
Analysts
24

Yahoo Snapshot (yfinance, live)

Total Revenue
$2,488,399,872
EBITDA
$508,800,000
Free Cash Flow
$93,350,000
Enterprise Value
$58,977,701,888
Total Cash
$3,172,300,032
Total Debt
$3,313,700,096
Shares Out
88,600,000
Trailing EPS
$6.43
Book Value
$41.47
ROE
22.8%
ROA
2.9%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Jun 2025 1,645,000,000 -192,200,000 25,900,000 4,218,700,000 3,084,000,000 126,300,000
Jun 2024 1,359,200,000 -361,400,000 -546,500,000 3,931,900,000 2,974,600,000 24,700,000
Jun 2023 1,767,000,000 -87,600,000 -131,600,000 4,632,100,000 3,276,300,000 179,800,000
Jun 2022 1,712,600,000 302,200,000 198,900,000 4,162,200,000 2,287,200,000 459,300,000

TTM Snapshot

Revenues TTM
$1,390,300,000
NetIncome TTM
$-84,200,000
OpCashFlow TTM
$0
Assets (Latest)
$3,292,600,000
Forward EPS
$31.02

Max Pain — expiry 2026-08-21

max pain strike: $825.00 · spot: $882.00 · call oi: 20,616 · put oi: 23,577
Expected Move to 2026-08-21: ±$88.45 (10.03%) — implied range $793.55$970.45 · ATM straddle on $880.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
MSI Motorola Solutions, Inc. $77.74B $469.74
CIEN CIENA CORP $61.16B $432.05
NOKBF NOKIA CORP $57.78B $10.35
NOK NOKIA CORP $57.61B $10.32
QCOM QUALCOMM INC/DE $171.22B $163.07

News headlines (Yahoo Finance, 1h cache)

Lumentum Puts The Insane Opportunity for Companies like Marvell and Ciena Into Focus With One Stunning Quote
2026-08-13 18:35 · Yahoo
Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics
2026-08-13 16:51 · Yahoo
Zacks.com featured highlights include LifeStance Health, Tutor Perini, Valero Energy, SharkNinja and Lumentum
2026-08-13 13:11 · Yahoo
Lumentum and Broadcom: Both Have Seen The Light in AI But How Should Investors Play Them?
2026-08-13 12:54 · Yahoo
Lumentum Still Down Over 90 Days: A Respected Analyst Sees 22% Gains Ahead Following Sharp Upturn
2026-08-13 12:24 · Yahoo
Dow Jones Futures: Cisco, Coherent Are Earnings Losers After Nebius, Lumentum, CoreWeave Lead AI Rally
2026-08-13 12:13 · Yahoo
Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF
2026-08-13 01:36 · Yahoo
Jim Cramer Says Skip Poet and Buy These 2 Proven Photonics Stocks for AI Data Centers in August
2026-08-13 14:00 · Yahoo
Collect 13% On CIEN Stock Now, Own It 60% Cheaper If It Dips
2026-08-13 17:53 · Yahoo
Coherent Stock Drops Despite Earnings Beat and Strong Outlook
2026-08-13 14:10 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.