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Lumentum Holdings Inc   (NASDAQ: LITE)
    Sector  Technology    Industry Communications Equipment

Lumentum Holdings Inc 's

Competitiveness




 

LITE Sales vs. its Competitors Q4 2026



Comparing the current results to its competitors, Lumentum Holdings Inc reported Revenue increase in the 4 quarter 2026 by 117.86 % year on year.
The sales growth was above Lumentum Holdings Inc 's competitors' average revenue growth of 39.87 %, achieved in the same quarter.

List of LITE Competitors

With a net margin of 29.47 % Lumentum Holdings Inc achieved higher profitability than its competitors.

More on LITE Profitability Comparisons



Revenue Growth Comparisons




Net Income Comparison


Lumentum Holdings Inc Net Income in the 4 quarter 2026 grew year on year by 39.05%, slower than its competitors' income growth of 99.94 %

<<  LITE Stock Performance Comparisons


Lumentum Holdings Inc 's Comment on Competition and Industry Peers


We compete against various public and private companies in the markets we serve. Publicly traded companies providing optical communications components include II-VI, Acacia Communications, Accelink, ams AG, Applied Optoelectronic, Finisar, Foxconn Interconnect Technology, Furukawa Electric, Neophotonics, Oclaro, and Sumitomo Electric Industries. Private companies and subsidiaries of public companies providing optical communications components include Fujitsu Optical Components - a subsidiary of Fujitsu, Innolight Technology, Nistica - a subsidiary of Fujikura, and O-Net.

We compete against various public and private companies in the commercial laser markets we serve. Publicly traded companies providing commercial laser products include Coherent and IPG Photonics.





  

Overall company Market Share Q4 2026

Due to outstanding performance in Overall company, revenue grew by 117.86 % Lumentum Holdings Inc improved its market share, to approximately 35.81 %.




<<  More on LITE Market Share.
 
*Market share is calculated based on total revenue.





Publicly Traded Peers of Lumentum Holdings Inc




Nlight Inc
Share Performance



-48.96%
30 Days



Nlight Inc
Profile

Nlight Inc's business model focuses on designing, developing, and manufacturing high-powered semiconductor and fiber lasers. These lasers are used in a variety of industries including aerospace, defense, and industrial manufacturing for applications like cutting, welding, and drilling. By offering innovative, reliable, and efficient laser solutions, Nlight Inc aims to cater to the specific needs of its customers and drive growth in the laser technology market.

More about Nlight Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 2,244.560 mill. $ 310.811 mill. $ -12.477 mill.


Wolfspeed Inc
Share Performance



-49.67%
This Quarter



Wolfspeed Inc
Profile

is an innovator of wide bandgap semiconductors

More about Wolfspeed Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 1,046.865 mill. $ 712.900 mill. $ -1,583.400 mill.


Fastly Inc
Share Performance



-18.12%
30 Days



Fastly Inc
Profile

fuels the next modern digital experience by providing developers with a programmable and reliable edge cloud platform that they adopt as their own

More about Fastly Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 3,137.619 mill. $ 651.586 mill. $ -103.053 mill.


Amdocs Limited
Share Performance



+0.34%
Over The Past 5 Days



Amdocs Limited
Profile

is a leading provider of software and services for more than 350 communications, Pay TV, entertainment and media industry

More about Amdocs Limited's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 6,984.438 mill. $ 4,532.913 mill. $ 567.769 mill.


Fiee Inc
Share Performance



+38.13%
30 Days



Fiee Inc
Profile

The company files an Annual Report on Form 10-K that includes forward-looking statements and risk factors.

More about Fiee Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 44.549 mill. $ 13.096 mill. $ 4.548 mill.

32 more competitors available

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Sources: Lumentum Holdings Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: publicly traded companies.
For your research, we’ve provided 10 tables on Lumentum Holdings Inc versus competitors, including market share analysis.
You can find them in the navigation menu under Competition.
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