← Back to dashboard
LITE Compute / Networking AI datacenter optics Open in compare

Lumentum

Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise.

Live metrics are partially unavailable

2 of 20 live fields are unavailable right now. The chart, thesis sections, and source links still make the page usable.

18 live 2 unavailable
Price $706.35 Live
1D Change -8.52% 1 day
Market Cap $50.43B Live
Enterprise Value $52.60B Current
Trailing P/E 204.1 TTM
Forward P/E 47.9 Forward
Price / Sales 24.0 TTM
EV / Revenue 25.0 TTM
Revenue Growth 65.5% YoY latest qtr
Earnings Growth YoY latest qtr
Gross Margin 37.1% TTM
Operating Margin 10.7% TTM
Net Margin 12.0% TTM
ROE 29.3% TTM
Free Cash Flow $-21.3M TTM
FCF Margin -1.0% TTM
Debt / Equity 3.92x Latest qtr
Current Ratio 0.61x Latest qtr
Dividend Yield Annualized
Next Earnings May 05, 2026 Calendar

Metric timing

This page mixes live market data, trailing fundamentals, and latest reported statement data.

Live / market snapshot

Price, 1D change, market cap, and enterprise value are current market-based figures.

TTM / forward

Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.

Latest quarter / dividend cadence

Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.

Revenue $1.65B Jun 30, 2025

latest annual revenue

Revenue $665.5M Dec 31, 2025

latest quarterly revenue

Net Income $25.9M Jun 30, 2025

latest annual profit

Net Income $78.2M Dec 31, 2025

latest quarterly profit

Dividend / Share $0.00 No regular dividend

annualized per share

Last Dividend No dividend history

latest ex-dividend cash amount

Price chart

Data loads live when the page opens.

Latest headlines

Recent company headlines. Each link opens the original article in a new tab.

Simply Wall St. Mar 21, 2026
Is It Too Late To Consider Lumentum Holdings (LITE) After An 83% Year To Date Surge?

If you are wondering whether Lumentum Holdings at around US$706.35 still offers value or has already done the hard work, this article walks through what the current price could mean for you. The stock has posted a 13.5% return over the last 7 days, 18.9% over the past month and 82.9% year to date, with very large gains over 1 year and 3 years that have turned early holders into multi baggers. These moves sit against a backdrop of ongoing interest in optical networking and related...

Motley Fool Mar 21, 2026
2 Artificial Intelligence (AI) Stocks That Are Quietly Outperforming Micron Technology in 2026 With 76% and 82% Gains

These AI stocks are benefiting from secular growth drivers that could send them higher in the long run.

MarketBeat Mar 21, 2026
Lumentum Touts AI Optics Boom, $2B Quarterly Target, New Fab and 1.6T Transceiver Shipments

Lumentum (NASDAQ:LITE) executives used a company event led by investor relations VP Kathryn Ta to outline what they see as a multi-year demand surge for optical components tied to AI infrastructure, while also providing updates on capacity expansion, product roadmaps, and financial targets. The sess

Investor's Business Daily Mar 20, 2026
Nvidia Partner Rallies 1,600% In Less Than A Year. This Could Keep It Going Longer.

After slumping a few years ago, the provider of optical components has turned itself around and is now one of the fastest-growing tech companies.

Zacks Mar 20, 2026
Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?

LITE's AI-driven demand surge, expanding backlog and rapid product upgrades position it ahead of APH in data center connectivity.

Simply Wall St. Mar 20, 2026
US Stock Market Today: S&P 500 Futures Edge Higher On Mixed Housing And Jobs Data

The Morning Bull - US Market Morning Update Friday, Mar, 20 2026 US stock futures are slightly higher, with E-mini S&P 500 contracts up about 0.1%, as investors balance weak housing data against firmer signs of economic activity. New home sales dropped 17.6% in January to 587,000, while mortgage rates sit at 6.22%. This combination points to a tougher backdrop for homebuilders and housing linked plays. At the same time, the Philadelphia Fed manufacturing index climbed to 18.1 and jobless...

Why it could benefit going forward

  • Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise.
  • Lumentum adds exposure to the photonics layer rather than just the switch or accelerator.
  • That makes it useful if the next wave of AI bottlenecks shifts from compute to connectivity and optics.

Moat / edge

  • Photonics and optical-component expertise in a demanding market.
  • Positioning in a layer of the stack that becomes harder to ignore as systems scale.
  • Strategic relevance if large AI platforms push harder into optical networking.

What to watch

  • Cloud and AI optics demand versus telecom weakness.
  • Product mix and margin recovery.
  • How quickly optical buildouts become material in AI infrastructure.

Key risks

  • Optics can still be timing-sensitive and program-dependent.
  • The company has other end markets that can muddy the AI signal.

Business snapshot

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.