Business description: Lumentum Holdings Inc.

Lumentum Holdings Inc. specializes in the design, manufacture, and marketing of optical and photonic products. Nt sales break down by area of application as follows:

- cloud computing and connectivity (85.8%): optical and photonic chips, components, modules, and subsystems for cloud data center operators, artificial intelligence and machine learning infrastructure providers, network equipment manufacturers, and communications service providers;

- industrial manufacturing (14.2%): solid-state lasers, fiber lasers, diode lasers, and gas lasers integrated into machine tools for precision machining in the semiconductor and microelectronic component production sectors, battery and electric vehicle manufacturing, metal cutting and welding, and advanced manufacturing.

Net sales are distributed geographically as follows: the United States (19%), Mexico (9%), Americas (1.2%), Hong Kong (24.2%), Thailand (17.7%), Asia-Pacific (19%) and Europe/Middle East/Africa (9.9%).

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

- - - 1.08B 1.41B

Optical Communications

1.62B 1.52B 1.56B - -

Industrial Tech

- - - 274M 234M

Lasers

122M 194M 209M - -

Geographical breakdown of sales: Lumentum Holdings Inc.

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

Hong Kong

546M 458M 247M 262M 399M

United States

133M 174M 241M 356M 312M

Thailand

- - 269M 184M 292M

Other Asia-Pacific

273M 345M 276M 174M 200M

Europe, The Middle East and Africa (EMEA)

140M 116M 195M 128M 164M

Mexico

135M - 180M 91.7M 148M

Japan

115M 181M 180M 84.6M 78.3M

South Korea

240M 265M 170M 75.2M 32.4M

Other Americas

12.1M 173M 9.3M 3.4M 20.1M

Philippines

149M - - - -

Executive Committee: Lumentum Holdings Inc.

Manager TitleAgeSince
Chief Executive Officer 59 06/02/2025
Director of Finance/CFO 53 10/02/2019
Chief Operating Officer 72 09/02/2016
Investor Relations Contact - -
Comptroller/Controller/Auditor 53 05/02/2026

Composition of the Board of Directors: Lumentum Holdings Inc.

Director TitleAgeSince
Director/Board Member 61 31/07/2015
Chairman 65 26/08/2019
Director/Board Member 60 07/11/2017
Director/Board Member 62 09/12/2018
Director/Board Member 60 06/06/2021
Director/Board Member 60 21/02/2023
Director/Board Member 51 06/12/2024
Director/Board Member 59 06/02/2025
Director/Board Member 58 14/12/2025

Shareholders: Lumentum Holdings Inc.

NameStocks%Valuation
Fidelity Management & Research Co. LLC
10.13 %
7,185,017 10.13 % 6 143 M $
BlackRock Advisors LLC
8.338 %
5,912,815 8.338 % 5 055 M $
Vanguard Capital Management LLC
6.543 %
4,639,788 6.543 % 3 967 M $
Vanguard Portfolio Management LLC
5.22 %
3,701,524 5.22 % 3 165 M $
4.285 %
3,038,550 4.285 % 2 598 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 5-day change 1-year change 3-year change Capi.($)
-8.55%+6.52%+920.47%+1,414.46% 74.47B
-0.50%-0.66%+82.52%+129.63% 474B
-0.68%-2.46%+243.54%+202.99% 215B
-0.64%+10.42%+76.69%+325.91% 213B
+0.25%+5.77%+935.16%+1,027.31% 205B
-4.23%+0.29%+160.75%+204.62% 81.57B
-1.65%-2.21%-0.62%+44.49% 68.34B
-7.14%-2.06%+483.38%+871.11% 65.6B
-1.35%-1.22%+15.22%+121.66% 45.93B
+4.85%+5.61%+16.71%-8.37% 41.59B
Average -0.88%+2.68%+293.38%+433.38% 148.44B
Weighted average by Cap. -0.33%+3.04%+279.14%+385.77%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
25
Last Close Price
875.20USD
Average target price
1,111.29USD
Spread / Average Target
+26.98%

Quarterly revenue - Rate of surprise

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