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LUMENTUM HOLDINGS INC.
NASDAQ
$935.70
▼ DOWN 5.39% (-53.28)

KEY STATISTICS

Market Cap$72.98 B
52w High$1085.68
52w Low$144.52
Dividend Yield—
Frequency—
P/E155.43
Volume3.95M
Shares Out.77.80M

COMPANY

LEADERSHIP

Michael E. Hurlston
CHIEF EXECUTIVE
Michael E. Hurlston

COMPENSATION 2026

Salary$711,423
Stock Awards$33,146,184
Incentive Plan Pay$386,280
All Other Comp.$12,163,397
Total$46,407,285

ABOUT

SECTOR
Technology
WENT PUBLIC
July 23, 2015
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
13,757

PRICE TARGET

Target High$1270.00
Target Low$820.00
Target Median$1100.00
Target Consensus$1092.17

UPCOMING EARNINGS

DateNov 3, 2026
DayTuesday
Rev. Est.$1.25B
NOV
3
TUE

PRICE

$935.70 ▼ DOWN 5.39% (−$53.28)
$940$960$9809:30 AM10:35 AM11:40 AM12:44 PM1:49 PM2:54 PM3:59 PM935.70

About Lumentum Holdings Inc.

https://www.lumentum.com ↗

Lumentum Holdings Inc. designs and sells optical and photonic products globally, serving telecommunications, industrial, and consumer markets through its Optical Communications and Commercial Lasers segments.

INDUSTRY

Communication Equipment

A PRODUCT LUMENTUM HOLDINGS INC. IS KNOWN FOR

1.6T DR8 TRO OSFP Transceiver
1.6T DR8 TRO OSFP Transceiver

The 1.6T DR8 TRO OSFP is a pluggable optical transceiver delivering 1.6Tbps over 500m, designed for high-speed AI and cloud data centers, emphasizing bandwidth and power efficiency.

COMPETITORS

COMPETITOR
AAOI COMPARE
AVGO COMPARE
CIEN COMPARE
COHR COMPARE
MTSI COMPARE

Revenue by Products

IconPRODUCTQ1-2026Q2-2026Q3-2026Q4-2026
Systems$154.6M $221.8M ▲$275.1M ▲$1.35B ▲
Components$379.2M $443.7M ▲$533.3M ▲$0 ▼

Revenue by Geography

MapREGIONQ1-2026Q2-2026Q3-2026Q4-2026
Asia Pacific$321.7M $376.1M ▲$464.9M ▲$589.5M ▲
THAILAND$109.1M — — $517.5M ▲
Americas$175.9M $249.3M ▲$290.9M ▲$368.7M ▲
UNITED STATES$93.7M $144.7M ▲$185.9M ▲$203.6M ▲
HONG KONG$92.9M $118.9M ▲$136M ▲$171.5M ▲
MEXICO$73.6M $102.6M ▲$103.4M ▲$164.1M ▲
CHINA$49.3M $54.6M ▲$70.2M ▲$110.7M ▲
Other Asia Pacific Not Individually Identified$49.4M $55.8M ▲$52.7M ▼$59M ▲
EMEA$36.2M $40.1M ▲$52.6M ▲$48.1M ▼
JAPAN$21M $23.8M ▲$29.2M ▲$30.6M ▲
Americas Excluding United States And Mexico$8.6M $2M ▼$1.6M ▼$1M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
942
LISTED HERE
26
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61.97% · 192.1K
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3.27% · 50.5K
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0.34% · 50.3K
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16.82% · 47.3K
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0.31% · 47.1K
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2.28% · 46.6K
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0.51% · 46.1K
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0.13% · 45.9K
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1.17% · 38.7K
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4.92% · 36.6K
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0.43% · 29.0K
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0.34% · 28.5K
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1.14% · 28.0K
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1.04% · 27.3K
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2.09% · 27.1K
XZ
XZME.F
0.27% · 26.6K
NASA
2.25% · 24.5K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
72.61%
HOLDERS
1,579
TOP 12 OF 1,579 · RANKED BY POSITION SIZE
Fmr LLC
9.3M sh · $3.44B
Blackrock, Inc.
9.2M sh · $7.88B
Vanguard Group Inc
7.5M sh · $1.22B
Blackrock Inc.
6.1M sh · $311.22M
Blackrock Fund Advisors
4.2M sh · $161.8M
Jpmorgan Chase & Co
4.1M sh · $3.46B
Capital World Investors
4.1M sh · $660.46M
State Street Corp
3.5M sh · $2.96B
Invesco Ltd.
3.2M sh · $2.73B
Geode Capital Management, LLC
2.2M sh · $1.92B
Capital Research Global Investors
1.6M sh · $264M
Ubs Group AG
1.6M sh · $583.29M

RATINGS SNAPSHOT

Overall rating: C-

DCFROEROAD/EP/EP/B
Discounted Cash Flow3
Return On Equity1
Return On Assets1
Debt To Equity2
Price To Earnings1
Price To Book1
Overall Score1

TRADES BY CONGRESS

HOUSE TRADES
Gilbert Ray Cisneros
Gilbert Ray Cisneros
Sale (Full)
2026-07-16
 Josh Gottheimer
Josh Gottheimer
Purchase
2026-05-22
 Josh S. Gottheimer
Josh S. Gottheimer
Purchase
2026-05-22
 Ro Khanna
Ro Khanna
Sale
2022-05-23

INSIDER TRADES

★
OFFICER: PRESIDENT, GLOBAL BUS. UNITS
Wupen Yuen
Sale · 500 shares
2026-09-02
★
OFFICER: PRESIDENT, GLOBAL BUS. UNITS
Wupen Yuen
Sale · 500 shares
2026-08-28
★
OFFICER: PRESIDENT, GLOBAL BUS. UNITS
Wupen Yuen
Purchase · 5.1K shares
2026-08-25
★
OFFICER: PRESIDENT, GLOBAL BUS. UNITS
Wupen Yuen
Sale · 500 shares
2026-08-27

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 5
NEUTRAL 2
OVERWEIGHT 2
HOLD 1
EQUAL WEIGHT 1
OUTPERFORM 1
POSITIVE 1
13 GRADES IN THE LAST 12 MONTHS
Rosenblatt BUY B of A Securities NEUTRAL TD Cowen HOLD Morgan Stanley EQUAL WEIGHT JP Morgan OVERWEIGHT Mizuho OUTPERFORM Barclays OVERWEIGHT Needham BUY

SECTORS PEERS

PEERPRICE
FFIV$397.62COMPARE
ENTG$137.63COMPARE
KSPI$97.95COMPARE
RBRK$89.32COMPARE
ZBRA$342.38COMPARE
FN$405.39COMPARE
DOCU$65.38COMPARE
BSY$31.23COMPARE