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: June20212022202320242025

Cloud & Networking

- - - 1.08B 1.41B

Optical Communications

1.62B 1.52B 1.56B - -

Industrial Tech

- - - 274M 234M

Lasers

122M 194M 209M - -
See all business segments

Geographical breakdown of sales: Lumentum Holdings Inc.

Fiscal Period: June20212022202320242025

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 - - - -
See all geographic segments

Executive Committee: Lumentum Holdings Inc.

Manager TitleAgeSince
Chief Executive Officer 58 06/02/2025
Director of Finance/CFO 52 10/02/2019
Chief Operating Officer 71 09/02/2016
Investor Relations Contact - -
Sales & Marketing - 31/03/2025
See LUMENTUM HOLDINGS INC. governance

Composition of the Board of Directors: Lumentum Holdings Inc.

Director TitleAgeSince
Director/Board Member 60 31/07/2015
Chairman 65 26/08/2019
Director/Board Member 59 07/11/2017
Director/Board Member 61 09/12/2018
Director/Board Member 59 06/06/2021
Director/Board Member 59 21/02/2023
Director/Board Member 50 06/12/2024
Director/Board Member 58 06/02/2025
Composition of the Board of Directors

Shareholders: Lumentum Holdings Inc.

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
10.56 %
7,485,282 10.56 % 2 434 M $
BlackRock Advisors LLC
9.882 %
7,007,727 9.882 % 2 279 M $
Fidelity Management & Research Co. LLC
8.367 %
5,933,011 8.367 % 1 929 M $
Capital Research & Management Co. (World Investors)
5.724 %
4,059,098 5.724 % 1 320 M $
Invesco Advisers, Inc.
3.158 %
2,239,374 3.158 % 728 M $
List of LUMENTUM HOLDINGS INC. shareholders

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
See all subsidiaries

Other Communications & Networking

Change 5d. change 1-year change 3-years change Capi.($)
+1.66%+13.49%+321.87%+583.86% 25.95B
-1.22%+1.94%+35.30%+63.58% 317B
-4.46%+1.01%+181.39%+558.56% 183B
+1.53%+4.54%+25.33%+320.30% 167B
-4.74%+12.04%+376.50%+2,815.30% 96.89B
-0.72%-0.93%-23.02%+38.59% 61.75B
+0.24%+4.31%-4.52%+121.81% 40.44B
-2.00%-3.10%-8.04%-14.88% 38.92B
+0.10%+2.88%+70.98%+107.24% 35.35B
+1.88%+2.46%+29.14%+15.30% 34.56B
Average -0.73%+4.49%+100.49%+460.97% 100.09B
Weighted average by Cap. -1.15%+3.60%+95.01%+474.48%
See all sector performances
Trader
Investor
Global
Quality
ESG MSCI
A
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
21
Last Close Price
372.09USD
Average target price
255.14USD
Spread / Average Target
-31.43%
Consensus

Quarterly revenue - Rate of surprise

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