Stock Fundamentals

Company Information

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Company Name
Lumentum Holdings Inc
Sector
Technology
Industry
Communication Equipment
Exchange
NASDAQ
ISIN: US55024U1097
CIK: 0001633978
CUSIP: 55024U109
Currency: USD
Full Time Employees: 10,562
Phone: 408 546 5483
Website: https://www.lumentum.com
Fiscal Year End: June
IPO Date: Aug 04, 2015
Description:

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.

Address:

1001 Ridder Park Drive, San Jose, CA, United States, 95131

Directors & Officers

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Name Title Year Born
Mr. Michael E. Hurlston President, CEO & Director 1967
Mr. Wajid Ali B.A., C.M.A., M.A., M.B.A. Executive VP & CFO 1973
Mr. Jae Kim Esq. Senior VP, General Counsel & Secretary 1971
Mr. Vincent Retort Executive VP of Module Business Unit, R&D and Product Development 1954
Dr. Wupen Yuen Ph.D. President of Global Business Units 1970
Mr. Eric Chang CPA Chief Accounting Officer 1974
Ms. Kathryn Ta Vice President of Investor Relations NA
Mr. Rafik Ward Senior VP, Chief Strategy Officer & Chief Marketing Officer NA
Ms. Heather Paschall Senior VP & CHRO NA
Mr. John Bagatelos Senior Vice President of Worldwide Sales NA

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
FMR Inc 9.33M Dec 31, 2025 13.07% $0.18 57.26%
BlackRock Inc 7.96M Sep 30, 2025 11.15% $0.02 7.64%
Vanguard Group Inc 7.39M Dec 31, 2025 10.35% $0.04 -1.29%
Capital World Investors 4.06M Sep 30, 2025 5.69% $0.09 -29.28%
Amvescap Plc. 2.24M Sep 30, 2025 3.14% $0.06 -41.57%
State Street Corp 2.16M Sep 30, 2025 3.03% $0.01 -1.79%
JPMorgan Chase & Co 1.97M Sep 30, 2025 2.76% $0.01 926.85%
Arrowstreet Capital Limited Partnership 1.85M Dec 31, 2025 2.60% $0.40 18.65%
Capital Research Global Investors 1.62M Sep 30, 2025 2.27% $0.05 -2.81%
Polar Capital Holdings PLC 1.48M Sep 30, 2025 2.08% $1.16 -9.84%
Citadel Advisors Llc 1.37M Sep 30, 2025 1.92% $0.03 351.56%
Geode Capital Management, LLC 1.29M Sep 30, 2025 1.81% $0.01 2.22%
NORGES BANK 1.29M Dec 31, 2025 1.80% $0.05 47.47%
Fuller & Thaler Asset Management Inc 1.26M Sep 30, 2025 1.77% $0.70 2.40%
Value Aligned Research Advisors LLC 1.17M Dec 31, 2025 1.64% $4.34 0.00%
Bank of America Corp 1.16M Sep 30, 2025 1.63% $0.01 61.71%
AllianceBernstein L.P. 1.09M Sep 30, 2025 1.52% $0.06 4.42%
Assenagon Asset Management SA 994.48K Dec 31, 2025 1.39% $0.50 707.02%
Morgan Stanley - Brokerage Accounts 946.35K Sep 30, 2025 1.33% $0.01 9.49%
Jane Street Group LLC 833.10K Sep 30, 2025 1.17% $0.02 874.53%

Shares Statistics

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Shares Outstanding: 71.40M
Shares Float: 70.82M
% Insiders: 63.00%
% Institutions: 11,312.40%
Short % Float: 16.88%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 FMR Inc 9.33M 13.07% ▲ 57.26% Dec 31, 2025
2 BlackRock Inc 7.96M 11.15% ▲ 7.64% Sep 30, 2025
3 Vanguard Group Inc 7.39M 10.35% ▼ 1.29% Dec 31, 2025
4 Capital World Investors 4.06M 5.69% ▼ 29.28% Sep 30, 2025
5 Amvescap Plc. 2.24M 3.14% ▼ 41.57% Sep 30, 2025
6 State Street Corp 2.16M 3.03% ▼ 1.79% Sep 30, 2025
7 JPMorgan Chase & Co 1.97M 2.76% ▲ 926.85% Sep 30, 2025
8 Arrowstreet Capital Limited Partnership 1.85M 2.60% ▲ 18.65% Dec 31, 2025
9 Capital Research Global Investors 1.62M 2.27% ▼ 2.81% Sep 30, 2025
10 Polar Capital Holdings PLC 1.48M 2.08% ▼ 9.84% Sep 30, 2025

Valuation Metrics

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Enterprise Value: $52.21B
Trailing P/E: 204.35
Forward P/E: 119.05

Financial Highlights

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Market Cap: $50.04B
EBITDA: $267.70M
P/E Ratio: $204.35
PEG Ratio: $0.97
Book Value: $11.86
Earnings/Share: $3.43
Profit Margin: 11.95%
Operating Margin: 10.73%
ROA (TTM): 0.29%
ROE (TTM): 29.28%
Revenue (TTM): $2.11B
Revenue/Share (TTM): $30.05
Earnings Growth (YOY): 71.10%
Revenue Growth (YOY): 65.50%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

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Financial Ratios (Yearly)

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Financial Ratios (Quarterly)

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-06-30 4.37x 2.28x 0.73x -8.11x 24.20x
2024-06-30 5.90x 2.63x 0.76x -12.84x -30.84x
2023-06-30 4.38x 2.08x 0.71x -3.26x 14.98x
2022-06-30 4.38x 1.01x 0.55x 3.78x 3.91x
2021-06-30 3.67x 0.60x 0.44x 3.78x 2.47x
2020-06-30 7.24x 0.65x 0.47x 3.33x 2.65x
2019-06-30 4.53x 0.56x 0.45x -1.73x 5.24x
2018-06-30 5.27x 0.36x 0.39x 7.69x 1.52x
2017-06-30 5.05x 0.55x 0.47x 8.65x 53.45x
2016-06-30 2.82x 0.00x 0.27x 115.00x 0.00x
2015-06-30 2.55x 0.00x 0.26x -33.43x 0.00x
2014-06-30 2.09x 0.03x 0.32x 43.50x 0.19x
2013-06-30 2.19x 0.00x 0.31x 3.90x 0.00x
2012-06-30 N/A N/A N/A -5.00x 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 17, 2026 Yuen Wupen N/A Sale 3.16K $538.00 $1.70M
Feb 17, 2026 Vincent Retort N/A Sale 3.44K $545.78 $1.88M
Feb 12, 2026 Penny Herscher N/A Sale 4.00K $597.29 $2.39M
Feb 12, 2026 Vincent Retort N/A Sale 45.03K $591.32 $26.62M
Feb 06, 2026 Penny Herscher N/A Sale 4.85K $535.48 $2.60M
Nov 19, 2025 Pamela Fletcher N/A Sale 3.42K $273.53 $935.75K
Nov 19, 2025 Yuen Wupen N/A Sale 822.00 $258.96 $212.87K
Nov 18, 2025 Jae Kim N/A Sale 170.00 $246.00 $41.82K
Nov 17, 2025 Yuen Wupen N/A Sale 821.00 $234.14 $192.23K
Nov 17, 2025 Pamela Fletcher N/A Sale 579.00 $250.00 $144.75K
Nov 17, 2025 Jae Kim N/A Sale 1.37K $234.14 $320.07K
Nov 10, 2025 Julia Suzanne Johnson N/A Sale 10.00K $270.39 $2.70M
Nov 07, 2025 Isaac Hosojiro Harris N/A Sale 7.20K $243.32 $1.75M
Nov 07, 2025 Matthew Joseph Sepe N/A Sale 4.23K $239.63 $1.01M
Aug 27, 2025 Yuen Wupen N/A Sale 3.28K $124.86 $409.67K
Aug 26, 2025 Wajid Ali N/A Sale 2.53K $124.39 $314.21K
Aug 25, 2025 Yuen Wupen N/A Sale 3.28K $119.25 $391.38K
Aug 22, 2025 Jae Kim N/A Sale 4.51K $116.88 $526.78K
Aug 18, 2025 Jae Kim N/A Sale 912.00 $116.45 $106.20K
Aug 18, 2025 Yuen Wupen N/A Sale 109.00 $116.45 $12.69K

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