LITE

Lumentum Holdings Inc

LITE.US lumentum.com + Research + Basket
CIK 0001633978
Employees 13,757
Phone 408 546 5483
Fiscal year end June
IPO Aug 04, 2015
Address 1001 Ridder Park Drive, San Jose, CA, United States, 95131
919.53
+5.58 (+0.61%)
USD · NASDAQ
52-week range
184.20
1,143.00
Trading at 77% of the 52-week range
Market Cap
78.46B
P/E Ratio
0.00
Forward P/E
38.46
Book Value
52.41
Div. Yield
N/A
% Institutions
94.29%
% Insiders
0.309%

1 Year

+329.1%

3 Year

+2,211.0%

10 Year

+2,636.7%
Description

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It offers component products, including semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. The company also offers system products, such as optical modules, optical circuit switches, and industrial lasers, including short-pulse solid-state lasers and kilowatt-class fiber lasers. Its products and solutions are used in cloud, artificial intelligence and machine learning (AI/ML), telecommunications, consumer, and industrial end-market applications. The company was incorporated in 2015 and is headquartered in San Jose, California.

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People

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Directors & Officers

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
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 Executive VP, Chief Strategy Officer & Chief Marketing Officer NA
Ms. Heather Paschall Executive Vice President & Chief Human Resources Officer NA
Mr. John Bagatelos Senior Vice President of Worldwide Sales NA
Mr. Michael Brooker Executive VP & Chief Transformation Officer NA

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 30, 2026 Ro Khanna N/A Purchase N/A $654.79 N/A —
Feb 27, 2026 Wajid Ali N/A Sale 5.30K $691.13 $3.66M SEC
Feb 17, 2026 Yuen Wupen N/A Sale 3.16K $538.00 $1.70M SEC
Feb 17, 2026 Vincent Retort N/A Sale 3.44K $545.78 $1.88M SEC
Feb 12, 2026 Penny Herscher N/A Sale 4.00K $597.29 $2.39M SEC
Feb 12, 2026 Vincent Retort N/A Sale 45.03K $591.32 $26.62M SEC
Feb 06, 2026 Penny Herscher N/A Sale 4.85K $535.48 $2.60M SEC
Nov 19, 2025 Pamela Fletcher N/A Sale 3.42K $273.53 $935.75K SEC
Nov 19, 2025 Yuen Wupen N/A Sale 822.00 $258.96 $212.87K SEC
Nov 18, 2025 Jae Kim N/A Sale 170.00 $246.00 $41.82K SEC
Nov 17, 2025 Pamela Fletcher N/A Sale 579.00 $250.00 $144.75K SEC
Nov 17, 2025 Yuen Wupen N/A Sale 821.00 $234.14 $192.23K SEC
Nov 17, 2025 Jae Kim N/A Sale 1.37K $234.14 $320.07K SEC
Nov 10, 2025 Julia Suzanne Johnson N/A Sale 10.00K $270.39 $2.70M SEC
Nov 07, 2025 Isaac Hosojiro Harris N/A Sale 7.20K $243.32 $1.75M SEC
Nov 07, 2025 Matthew Joseph Sepe N/A Sale 4.23K $239.63 $1.01M SEC
Aug 27, 2025 Yuen Wupen N/A Sale 3.28K $124.86 $409.67K SEC
Aug 26, 2025 Wajid Ali N/A Sale 2.53K $124.39 $314.21K SEC
Aug 25, 2025 Yuen Wupen N/A Sale 3.28K $119.25 $391.38K SEC
Aug 22, 2025 Jae Kim N/A Sale 4.51K $116.88 $526.78K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 9.18M Jun 30, 2026 10.13% $0.12 17.14%
Vanguard Capital Management, LLC 5.08M Jun 30, 2026 5.61% $0.09 9.45%
Vanguard Portfolio Management, LLC 4.09M Jun 30, 2026 4.52% $0.16 10.56%
JPMorgan Chase & Co 4.06M Jun 30, 2026 4.48% $0.19 38.02%
FMR Inc 3.52M Jun 30, 2026 3.89% $0.13 -51.02%
State Street Corp 3.45M Jun 30, 2026 3.81% $0.09 13.66%
Amvescap Plc. 3.18M Jun 30, 2026 3.51% $0.22 170.00%
Geode Capital Management, LLC 2.25M Jun 30, 2026 2.48% $0.10 5.53%
Jupiter Topco LLC 1.89M Jun 30, 2026 2.09% $0.66 0.00%
Arrowstreet Capital Limited Partnership 1.37M Jun 30, 2026 1.51% $0.52 238.52%
Morgan Stanley - Brokerage Accounts 1.31M Jun 30, 2026 1.45% $0.06 27.48%
NORGES BANK 1.17M Jun 30, 2026 1.29% $0.10 -9.26%
The Goldman Sachs Group Inc 1.11M Jun 30, 2026 1.22% $0.08 24.38%
Charles Schwab Investment Management Inc 983.93K Jun 30, 2026 1.09% $0.11 1.02%
T. Rowe Price Associates, Inc. 940.17K Jun 30, 2026 1.04% $0.08 -28.23%
Value Aligned Research Advisors LLC 734.69K Jun 30, 2026 0.81% $1.57 -30.51%
Bank of Montreal 723.04K Jun 30, 2026 0.80% $0.20 169.77%
BMO Capital Markets Corp. 723.04K Jun 30, 2026 0.80% $0.20 169.77%
T. Rowe Price Investment Management,Inc. 698.99K Jun 30, 2026 0.77% $0.39 0.00%
Bank of America Corp 677.84K Jun 30, 2026 0.75% $0.04 18.39%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 2.85M 3.14% ▲ 15.19% Sep 30, 2026
2 Vanguard 500 Index Investor 2.33M 2.57% ▲ 12.50% Sep 30, 2026
3 Vanguard MStar Mid Cap Index Instl 1.92M 2.12% ▲ 14.14% Sep 30, 2026
4 Invesco QQQ Trust 1.87M 2.07% ▼ 0.16% Sep 30, 2026
5 iShares Core S&P 500 ETF 1.18M 1.30% ▼ 0.16% Sep 30, 2026
6 Janus Henderson Forty S 1.09M 1.21% ▲ 0.00% Aug 31, 2026
7 State Street® SPDR® S&P 500® ETF 1.09M 1.20% ▲ 0.00% Sep 30, 2026
8 Vanguard MStar Growth Index Investor 1.04M 1.15% ▲ 18.45% Sep 30, 2026
9 Fidelity 500 Index 1.01M 1.11% ▲ 0.39% Aug 31, 2026
10 Vanguard MStar Mid Cap Growth ETF 704.22K 0.78% ▲ 17.83% Sep 30, 2026

Financial Highlights

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Market Cap: $78.46B
EBITDA: $800.70M
PEG Ratio: $0.63
Book Value: $52.41
Earnings/Share: $-92.96
Profit Margin: -230.10%
Operating Margin: 27.95%
ROA (TTM): 5.82%
ROE (TTM): -240.03%
Revenue (TTM): $3.01B
Revenue/Share (TTM): $40.40
Earnings Growth (YOY): 71.10%
Revenue Growth (YOY): 109.30%

Valuation Metrics

Enterprise Value: $73.04B
Trailing P/E: 0.00
Forward P/E: 38.46

Shares Statistics

Shares Outstanding: 90.58M
Shares Float: 89.07M
% Insiders: 0.309%
% Institutions: 94.29%
Short % Float: 8.57%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$3.01B
Cost of Goods Sold
adjust
$-1.76B
Gross Profit
subtotal
$1.26B
SG&A
adjust
$-363.20M
R&D
adjust
$-356.50M
Other Operating Expense
adjust
$-11.40M
Operating Income
subtotal
$524.80M
Other / Non-Operating Items
adjust
$-7.46B
Net Income
subtotal
$-6.94B

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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