LITE — Lumentum Holdings Inc.

Nasdaq · Information Technology · Communications Equipment · CIK 1633978 ·
Last close
$827.92
Market Cap
$64.41B
52W High
$1085.68
52W Low
$642.37
ADV30
6,120,007
Next earnings
2026-08-12
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.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 808,400,000 357,000,000 175,600,000 144,200,000 7,027,900,000 2,617,800,000 4,054,500,000
Dec 2025 665,500,000 240,100,000 63,900,000 78,200,000 4,805,300,000 657,700,000 3,958,700,000
Sep 2025 533,800,000 181,500,000 15,000,000 4,200,000 4,613,100,000 772,900,000 3,832,300,000
Jun 2025 480,700,000 159,900,000 -3,200,000 213,300,000 4,218,700,000 520,700,000 3,084,000,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$452,400,000
Investing CF
$-540,500,000
Financing CF
$2,189,500,000
CapEx
$-338,400,000
Dividends Paid
Buybacks
EPS Diluted TTM
$5.40
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-634,600,000
Inventory
$632,800,000
Receivables
$441,600,000
ST Investments
$554,500,000
EBIT TTM
$297,700,000
Pretax Income TTM
$274,100,000
Interest Exp TTM
$23,600,000
Analysts
24

Yahoo Snapshot (yfinance, live)

Total Revenue
$2,488,399,872
EBITDA
$508,800,000
Free Cash Flow
$93,350,000
Enterprise Value
$59,503,263,744
Total Cash
$3,172,300,032
Total Debt
$3,313,700,096
Shares Out
77,800,000
Trailing EPS
$5.71
Book Value
$41.47
ROE
22.8%
ROA
2.9%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Jun 2025 1,645,000,000 -192,200,000 25,900,000 4,218,700,000 3,084,000,000 126,300,000
Jun 2024 1,359,200,000 -361,400,000 -546,500,000 3,931,900,000 2,974,600,000 24,700,000
Jun 2023 1,767,000,000 -87,600,000 -131,600,000 4,632,100,000 3,276,300,000 179,800,000
Jun 2022 1,712,600,000 302,200,000 198,900,000 4,162,200,000 2,287,200,000 459,300,000

TTM Snapshot

Revenues TTM
$1,390,300,000
NetIncome TTM
$-84,200,000
OpCashFlow TTM
$0
Assets (Latest)
$3,292,600,000
Forward EPS
$18.13

Max Pain — expiry 2026-06-26

max pain strike: $860.00 · spot: $833.16 · call oi: 15,800 · put oi: 17,343
Expected Move to 2026-06-26: ±$59.50 (7.14%) — implied range $773.66$892.66 · ATM straddle on $835.00 strike

Peers — same industry

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MSI Motorola Solutions, Inc. $64.65B $389.44
CIEN CIENA CORP $65.09B $459.85
NOK NOKIA CORP $76.48B $13.70
NOKBF NOKIA CORP $80.67B $14.45
ERIXF ERICSSON LM TELEPHONE CO $34.97B $11.46

News headlines (Yahoo Finance, 1h cache)

Why Lumentum’s (LITE) AI Optics Exposure Keeps Needham Bullish Despite Valuation Risk
2026-06-24 18:52 · Yahoo
Is Lumentum (LITE) Turning Its AI Optics Backlog Into a Durable Data Center Edge?
2026-06-24 00:19 · Yahoo
Lumentum (LITE) Stock After Strong Multi‑Year Run Is There Still Upside Potential
2026-06-23 23:13 · Yahoo
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
2026-06-23 18:08 · Yahoo
Why Lumentum (LITE) Remains Tied to the Optical Bottleneck Inside AI Data Centers
2026-06-19 14:34 · Yahoo
Lumentum Holdings Stock: Is LITE Outperforming the Technology Sector?
2026-06-18 03:05 · Yahoo
Coherent's Good News Gets A Cold Shoulder
2026-06-18 01:01 · Yahoo
Dow Jones Futures: Techs Rebound, SpaceX Rises Despite Trump's Iran Threat; Warsh's Fed Debut Due
2026-06-17 12:18 · Yahoo
AAOI, LITE, COHR, MRVL Stocks Bounce Back Overnight: Why AI Photonics Stocks Drew Attention Today
2026-06-17 03:58 · Yahoo
Stock Market Today: Dow Ends Shy Of 52,000; SpaceX Slashes Its Gain; Lumentum Tumbles
2026-06-16 20:46 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.