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NASDAQTechnologyCommunication Equipment
Latest quote
$1,103.35
+$54.75 · +5.22%
Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. The company's reach extends across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Lumentum operates through two principal business units: Optical Communications (OpComms) and Commercial Lasers. The OpComms segment develops and supplies components, modules, and subsystems essential for transmitting video, audio, and data across high-capacity fiber optic networks. Its offerings encompass a wide range of products, including tunable transponders, transceivers, and transmitter modules, alongside various tunable lasers, receivers, and modulators. Furthermore, this segment provides critical transport products such as reconfigurable optical add/drop multiplexers (ROADMs), optical amplifiers, and optical channel monitors. A comprehensive suite of components is also available, featuring 980nm, multi-mode, and Raman pumps; switches; attenuators; photodetectors; gain flattening filters; isolators; wavelength-division multiplexing (WDM) filters; arrayed waveguide gratings (AWGs); multiplex/de-multiplexers; and integrated passive modules. Distinctive innovations from this segment include the Super Transport Blade, which integrates multiple optical transport functions into a single unit; vertical-cavity surface-emitting lasers (VCSELs); directly modulated and electro-absorption modulated lasers; and advanced laser illumination sources for 3D sensing systems. OpComms serves key clientele in the telecommunications, data communications, consumer, and industrial markets. Conversely, the Commercial Lasers segment produces an array of laser technologies, such as diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers. These are primarily utilized in original equipment manufacturer (OEM) applications. This segment's laser solutions cater to a broad spectrum of markets and uses, including sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining.
Previous close
$1,103.35
+$54.75 · +5.22%
After-hours
$1,107.26
+$3.91 · +0.35%
Oct 9, 7:59 PM ET
Regular session · ET · Market data may be delayed.
Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. The company's reach extends across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Lumentum operates through two principal business units: Optical Communications (OpComms) and Commercial Lasers. The OpComms segment develops and supplies components, modules, and subsystems essential for transmitting video, audio, and data across high-capacity fiber optic networks. Its offerings encompass a wide range of products, including tunable transponders, transceivers, and transmitter modules, alongside various tunable lasers, receivers, and modulators. Furthermore, this segment provides critical transport products such as reconfigurable optical add/drop multiplexers (ROADMs), optical amplifiers, and optical channel monitors. A comprehensive suite of components is also available, featuring 980nm, multi-mode, and Raman pumps; switches; attenuators; photodetectors; gain flattening filters; isolators; wavelength-division multiplexing (WDM) filters; arrayed waveguide gratings (AWGs); multiplex/de-multiplexers; and integrated passive modules. Distinctive innovations from this segment include the Super Transport Blade, which integrates multiple optical transport functions into a single unit; vertical-cavity surface-emitting lasers (VCSELs); directly modulated and electro-absorption modulated lasers; and advanced laser illumination sources for 3D sensing systems. OpComms serves key clientele in the telecommunications, data communications, consumer, and industrial markets. Conversely, the Commercial Lasers segment produces an array of laser technologies, such as diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers. These are primarily utilized in original equipment manufacturer (OEM) applications. This segment's laser solutions cater to a broad spectrum of markets and uses, including sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining.
Day range
Current $1,103.35
52-week range
Current $1,103.35
Regular session · ET · Market data may be delayed.
GoAI Score
Sell
Valuation
26
Expensive
Sentiment
53
Mixed
Risk
53
Elevated Risk
Momentum
45
Neutral
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. The company's reach extends across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Lumentum operates through two principal business units: Optical Communications (OpComms) and Commercial Lasers. The OpComms segment develops and supplies components, modules, and subsystems essential for transmitting video, audio, and data across high-capacity fiber optic networks. Its offerings encompass a wide range of products, including tunable transponders, transceivers, and transmitter modules, alongside various tunable lasers, receivers, and modulators. Furthermore, this segment provides critical transport products such as reconfigurable optical add/drop multiplexers (ROADMs), optical amplifiers, and optical channel monitors. A comprehensive suite of components is also available, featuring 980nm, multi-mode, and Raman pumps; switches; attenuators; photodetectors; gain flattening filters; isolators; wavelength-division multiplexing (WDM) filters; arrayed waveguide gratings (AWGs); multiplex/de-multiplexers; and integrated passive modules. Distinctive innovations from this segment include the Super Transport Blade, which integrates multiple optical transport functions into a single unit; vertical-cavity surface-emitting lasers (VCSELs); directly modulated and electro-absorption modulated lasers; and advanced laser illumination sources for 3D sensing systems. OpComms serves key clientele in the telecommunications, data communications, consumer, and industrial markets. Conversely, the Commercial Lasers segment produces an array of laser technologies, such as diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers. These are primarily utilized in original equipment manufacturer (OEM) applications. This segment's laser solutions cater to a broad spectrum of markets and uses, including sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining.
Day range
Current $1,103.35
52-week range
Current $1,103.35
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Revenue | 3.01B USD | 1.65B USD | 1.36B USD | 1.77B USD | 1.71B USD |
| Cost of goods sold | 1.76B USD | 1.19B USD | 1.11B USD | 1.2B USD | 924M USD |
| Gross profit | 1.26B USD | 459.9M USD | 251.5M USD | 569M USD | 788.6M USD |
| Research and development | 356.5M USD | 303.9M USD | 302.2M USD | 307.8M USD | 220.7M USD |
| Selling, general, and administrative | 363.2M USD | 348.2M USD | 310.7M USD | 348.8M USD | 265.7M USD |
| Operating expenses | 731.1M USD | 652.1M USD | 612.9M USD | 656.6M USD | 486.4M USD |
| Interest income | — | 34.4M USD | 61.3M USD | 40.8M USD | 6.1M USD |
| Interest expense | 21.8M USD | 22.2M USD | 33.8M USD | 35.5M USD | 80.2M USD |
| Depreciation and amortization | 267M USD | 256.7M USD | 290.3M USD | 255.6M USD | 167.1M USD |
| Operating income | 524.8M USD | −192.2M USD | −361.4M USD | −87.6M USD | 302.2M USD |
| Net income | −6.94B USD | 25.9M USD | −546.5M USD | −131.6M USD | 198.9M USD |
Company facts updated Oct 10, 2026.
Recent quarterly results
Recent quarterly results
Third-party consensus; not a GoAI recommendation.
Average target
$1,112.15
0.80% upsideFunds reporting this stock among their holdings, ordered by reported position size.
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Vanguard Morningstar Total Stock Market ETFVTI2.26B0.10%2.3T USD0.03%$381.94+0.63%
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iShares Core S&P 500 ETFIVV1.23B0.14%892.79B USD0.03%$781.97+0.60%
State Street SPDR S&P 500 ETFSPY1.14B0.14%817.2B USD0.09%$778.57+0.60%
Vanguard Morningstar Growth ETFVUG803.16M0.21%384.6B USD0.03%$91.97+0.72%State Street SPDR S&P 500 ETF1557.TVanguard Morningstar Total Stock Market ETFVTIInvesco QQQ Trust, Series 1QQQVanguard S&P 500 ETFVOOVanguard Morningstar Mid-Cap ETFVOiShares Core S&P 500 ETFIVVState Street SPDR S&P 500 ETFSPYVanguard Morningstar Growth ETFVUGAI-generated and delayed market data for informational and educational purposes only. Not investment advice.
