Business description: Lumentum Holdings Inc.

Lumentum Holdings Inc. is a designer and manufacturer of optical and photonic products enabling optical networking and laser applications worldwide. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.

Number of employees: 10,562

Sales by Activity: Lumentum Holdings Inc.

Fiscal Period: June 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Cloud & Networking

- - - 108.49Cr 141.08Cr

Optical Communications

162.07Cr 151.85Cr 155.78Cr - -

Industrial Tech

- - - 27Cr 23Cr

Lasers

12Cr 19Cr 21Cr - -

Geographical breakdown of sales: Lumentum Holdings Inc.

Fiscal Period: June 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Hong Kong

55Cr 46Cr 25Cr 26Cr 40Cr

United States

13Cr 17Cr 24Cr 36Cr 31Cr

Thailand

- - 27Cr 18Cr 29Cr

Other Asia-Pacific

27Cr 34Cr 28Cr 17Cr 20Cr

Europe, The Middle East and Africa (EMEA)

14Cr 12Cr 19Cr 13Cr 16Cr

Mexico

13Cr - 18Cr 9.17Cr 15Cr

Japan

11Cr 18Cr 18Cr 8.46Cr 7.83Cr

South Korea

24Cr 27Cr 17Cr 7.52Cr 3.24Cr

Other Americas

1.21Cr 17Cr 93L 34L 2.01Cr

Philippines

15Cr - - - -

Executive Committee: Lumentum Holdings Inc.

Manager TitleAgeSince
Chief Executive Officer 59 07/02/2025
Director of Finance/CFO 53 11/02/2019
Chief Operating Officer 72 10/02/2016
Investor Relations Contact - -
Corporate Officer/Principal - 01/03/2025

Composition of the Board of Directors: Lumentum Holdings Inc.

Director TitleAgeSince
Chairman 65 27/08/2019
Director/Board Member 62 10/12/2018
Director/Board Member 61 01/08/2015
Director/Board Member 59 07/02/2025
Director/Board Member 58 15/12/2025
Director/Board Member 51 07/12/2024
Director/Board Member 60 22/02/2023
Director/Board Member 60 08/11/2017
Director/Board Member 60 07/06/2021

Shareholders: Lumentum Holdings Inc.

NameEquities%Valuation
Fidelity Management & Research Co. LLC
13.16 %
93,29,865 13.16 % 6 539 M $
BlackRock Advisors LLC
10.44 %
74,00,107 10.44 % 5 187 M $
Vanguard Fiduciary Trust Co.
10.42 %
73,88,774 10.42 % 5 179 M $
Capital Research & Management Co. (World Investors)
5.103 %
36,18,324 5.103 % 2 536 M $
Invesco Advisers, Inc.
3.244 %
23,00,334 3.244 % 1 612 M $

Company details: Lumentum Holdings Inc.

Lumentum Holdings, Inc.

1001 Ridder Park Drive

95131, San Jose

+408 546 5483

http://www.lumentum.com
address Lumentum Holdings Inc.(LITE)

Group companies: Lumentum Holdings Inc.

NameCategory and Sector
Electronic Production Equipment
Electronic Production Equipment

Other Communications & Networking

Change 5d. change 1-year change 3-years change Capi.($)
+1.04%+11.47%+878.62%+1,131.70% 4.44TCr
+0.76%-0.39%+29.47%+59.69% 31TCr
-0.34%+0.51%+59.94%+248.86% 17TCr
-0.10%-3.39%+146.90%+346.34% 15TCr
+1.35%-0.63%+421.22%+2,161.78% 8.73TCr
+2.27%+2.68%+13.20%+77.70% 7.84TCr
+0.16%+14.69%+428.48%+565.44% 4.77TCr
+0.92%+7.46%+47.67%+63.86% 4.62TCr
+1.33%+1.39%+138.13%+183.31% 4.6TCr
-0.56%-4.09%+9.17%+140.67% 4.49TCr
Average +0.68%+3.62%+217.28%+497.94% 10.23TCr
Weighted average by Cap. +0.58%+1.75%+144.29%+393.26%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
23
Last Close Price
622.50USD
Average target price
660.96USD
Spread / Average Target
+6.18%

Quarterly revenue - Rate of surprise

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