Competition & Peer Data API & CSV Delivery

Lumentum Holdings Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Lumentum Holdings Inc (LITE) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q4 2026
Competitors Tracked
37
Publicly traded peers
Peer Group Market Share
1.68 %
vs 1.12 % a year ago
Revenue Growth Y/Y
117.86 %
Peers: 43.53 %
Net Margin
29.47 %
Peers: 31.36 %

Key Findings: Lumentum Holdings Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 2,954M vs 197,516M combined for tracked competitors (1.5% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+36.3% annualized vs trailing 12 months), vs accelerating (+19.0%) for its tracked peer group.
  • Growth: Lumentum Holdings Inc generated 117.9% revenue growth year over year in Q4 2026, vs 43.5% for its tracked competitors combined.
  • Profitability: Its 29.5% net margin compares with 31.4% for the peer group.
  • Scale: Lumentum Holdings Inc ranks #2 of 25 companies by market capitalization in the Communications Equipment industry, holding 30.5% of industry market cap.
  • Peer revenue share: Lumentum Holdings Inc accounted for 1.7% of combined revenue among its tracked peer group, up from 1.1% a year earlier.
  • Peer differentiation: Revenue per employee of $0.21M compares with $0.67M for the peer group (0.3x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

LITE Sales vs. its Competitors, Q4 2026

Lumentum Holdings Inc reported revenue growth of 117.86 % year on year in Q4 2026, above its competitors' combined revenue growth of 43.53 %.

With a net margin of 29.47 %, Lumentum Holdings Inc reported lower profitability than its competitors (31.36 %).

Lumentum Holdings Inc generated 1.68 % of the combined sales of its peer group, up from 1.12 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/LITE/competitors
https://api.csimarket.com/api/v1/companies/LITE/relationships
https://api.csimarket.com/api/v1/companies/LITE/similar
Programmatic access for models, analytics, and integration workflows.

Lumentum Holdings Inc vs. its Competitors, Q4 2026

Revenue growth, year on year

Lumentum Holdings Inc +117.9 %
Competitors combined +43.5 %

Net income growth, year on year

Lumentum Holdings Inc +39.1 %
Competitors combined +133.6 %

Net margin

Lumentum Holdings Inc +29.5 %
Competitors combined +31.4 %

Revenue run-rate vs trailing 12 months

Lumentum Holdings Inc +36.3 %
Competitors combined +19.0 %

TTM net margin

Lumentum Holdings Inc +27.3 %
Competitors combined +28.6 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Lumentum Holdings Inc and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Lumentum Holdings Inc $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (7) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (5) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (6) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Lumentum Holdings Inc's competitor groups requires a Commercial License.

For context: the Communications Equipment industry grew revenue 4.4% year over year, combined, vs 117.9% for Lumentum Holdings Inc. Lumentum Holdings Inc's share of combined industry revenue moved from 0.73% to 1.52%, a gain of 0.79 percentage points.

Lumentum Holdings Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Lumentum Holdings Inc Yes Yes Yes No
Competitors combined (37) 54% 74% 71% 23%
High-Confidence Competitors (12) 46% 82% 73% 20%
Similar-Size Competitors (6) 100% 100% 67% 0%
Similar Growth & Profitability (8) 37.50 % (3 of 8) 100.00 % (8 of 8) 100.00 % (8 of 8) 0.00 % (0 of 8)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q4 2026

1.7%market share
  • Lumentum Holdings Inc1.7%
  • Competitors combined98.3%

Share of combined quarterly revenue of Lumentum Holdings Inc and its 37 tracked competitors.

See Lumentum Holdings Inc's full market share breakdown »

LITE Stock Performance relative to its Competitors

LITE Competitors (weighted) Percent change over the selected range

Lumentum Holdings Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
54.3%beat U.S.A. 500
Competitors Combined
(19 of 35)
77.8%beat U.S.A. 500
High-Confidence
(7 of 9)
66.7%beat U.S.A. 500
Similar-Size
(4 of 6)
85.7%beat U.S.A. 500
Similar Growth & Profitability
(6 of 7)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Lumentum Holdings Inc 474.60 % Outperformed
Competitors combined (35) 40.4% 63.2%
High-Confidence Competitors (9) 40.4% 63.2%
Similar-Size Competitors (6) 40.4% 63.2%
Similar Growth & Profitability (7) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Lumentum Holdings Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

LITE Stock Performance relative to High-Confidence Competitors

LITE High-Confidence Competitors (equal-weighted, 14) Percent change over the selected range

LITE Stock Performance relative to Similar-Size Competitors

LITE Similar-Size Competitors (equal-weighted, 6) Percent change over the selected range

LITE Stock Performance relative to Similar Growth & Profitability Competitors

LITE Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Emcore Corporation 282.9% Outperformed
2 Maxlinear Inc 282.9% Outperformed
3 Applied Optoelectronics Inc 282.9% Outperformed
4 Ieh Corp 282.9% Outperformed
5 Fastly Inc 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Lumentum Holdings Inc's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

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.

Publicly Traded Peers of Lumentum Holdings Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Lumentum Holdings Inc 68,730.47 2,953.90 807.00 13,757
Broadcom Inc 1,708,348.59 89,104.00 38,265.00 33,000
Cisco Systems Inc 425,572.38 63,325.00 13,267.00 82,400
Corning Inc 132,615.00 16,964.00 2,074.00 67,200
Motorola Solutions inc 75,587.78 12,236.00 2,139.00 23,000
Coherent Corp 55,463.86 6,602.08 452.57 51,000
SUBTOTAL 2,609,688.67 223,389.31 57,538.06 342,620
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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 the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Lumentum Holdings Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Lumentum Holdings Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
IPG Photonics Named by the company 85% 2022 to 2026 3
Coherent Named by the company 85% 2022 to 2026 3
Neophotonics Named by the company 85% 2022 to 2026 3
Applied Optoelectronics Inc Named by the company 85% 2022 to 2026 3
Broadcom Inc. Named by the company 85% 2022 to 2026 3
Electro Scientific Industries Named by the company 85% 2022 to 2026 3
Nistica Named by the company 85% 2022 to 2026 3
Palomino Laboratories Inc. Named by the company 85% 2022 to 2026 3
Infinera Corp Named by the company 85% 2022 to 2026 3
Cisco Named by the company 85% 2022 to 2026 3
Furukawa Electric Named by the company 85% 2022 to 2026 3
Molex Named by the company 85% 2022 to 2026 3
TRUMPF Group Named by the company 85% 2022 to 2026 3
ams AG Named by the company 85% 2022 to 2026 3
Fujitsu Named by the company 85% 2022 to 2026 3
Mitsubishi Electric Named by the company 85% 2022 to 2026 3
O-Net Named by the company 85% 2022 to 2026 3
Semtech Corp Named by the company 85% 2022 to 2026 3
Acacia Communications Named by the company 85% 2022 to 2026 3
II-VI Named by the company 85% 2022 to 2026 3
Lightwave Logic Inc Named by the company 85% 2022 to 2026 3
Fujitsu Optical Components Named by the company 85% 2022 to 2026 3
MKS Instruments Named by the company 85% 2022 to 2026 3
Sumitomo Electric Industries Named by the company 85% 2022 to 2026 3
Broadcom Inc. Named by the company 85% 2022 to 2026 3
Accelink Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Lumentum Holdings Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

Lumentum Holdings Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Lumentum Holdings Inc Systems 66.54 % Components 33.46 % -
Broadcom Inc Semiconductor Solutions 64.81 % Infrastructure Software 35.19 % -
Cisco Systems Inc Americas 60.41 % Europe, Middle East, and Africa 25.59 % Asia Pacific, Japan, and China 14.00 %
Corning Inc Optical Communications 40.55 % Glass Innovations 37.36 % Automotive 11.91 %
Motorola Solutions inc Product and Systems Integration 57.44 % Services and Software 42.56 % -
Coherent Corp Datacenter and Communications 64.63 % Industrial 35.37 % -

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Lumentum Holdings Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Lumentum Holdings Inc 68,730 214,720 58,661
Broadcom Inc 1,708,349 2,700,121 1,159,545
Cisco Systems Inc 425,572 768,507 161,007
Corning Inc 132,615 252,440 30,863
Motorola Solutions inc 75,588 532,000 93,000
Coherent Corp 55,464 129,453 8,874
PEERS TOTAL 2,540,958 670,296 172,507
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Lumentum Holdings Inc's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Lumentum Holdings Inc United States 20.83 % Thailand 20.79 % Hong Kong 17.23 %
Broadcom Inc Asia Pacific 60.15 % Americas 26.31 % EMEA 13.54 %
Motorola Solutions inc North America 68.42 % International 31.58 % -
Coherent Corp North America 61.36 % Europe 12.03 % China 11.71 %
Ciena Corp Americas 78.36 % EMEA 14.06 % Asia Pacific 7.58 %
F5 Inc United States 47.40 % EMEA 32.17 % Asia Pacific 17.76 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Lumentum Holdings Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 23 companies in Lumentum Holdings Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Lumentum Holdings Inc ranks #2 of 23 companies by market capitalization in its industry, holding 30.48 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 4,522, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Corning Inc 133,753 59.77 %
2 Lumentum Holdings Inc 68,200 30.48 %
3 Esco Technologies inc 6,953 3.11 %
4 Iridium Communications Inc 5,256 2.35 %
5 Belden Inc 1,234 5.2%
6 Ihs Holding Ltd 1,234 5.2%
7 Napco Security Technologies inc 1,234 5.2%
8 Powerfleet Inc 1,234 5.2%
9 Turtle Beach Corporation 1,234 5.2%
10 Optical Cable Corporation 1,234 5.2%
Full Industry Market Structure

Market cap and industry share for the rest of Lumentum Holdings Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.

Lumentum Holdings Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
1 Corning Inc 133,753 93.18 % -22.32 % 1.51 1.21
2 Lumentum Holdings Inc 68,200 474.58 % 25.52 % 2.47 2.26
3 Esco Technologies inc 6,953 27.87 % -19.58 % 1.04 0.76
4 Iridium Communications Inc 1,234 12.3% 4.5% 1.10 0.80
5 Belden Inc 1,234 12.3% 4.5% 1.10 0.80
6 Ihs Holding Ltd 1,234 12.3% 4.5% 1.10 0.80
7 Napco Security Technologies inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Lumentum Holdings Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Lumentum Holdings Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Communications Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (36 companies).
Metric Company Industry Difference
Gross Margin 42.52 % 45.57 % (avg) -3.1 pp
Operating Margin 17.77 % industry median +13.6 pp
EBITDA Margin 29.44 % 5.39 % (avg) +24.1 pp
Capital Intensity (Capex / Revenue) 15.28 % 4.21 % (avg) +11.1 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Lumentum Holdings Inc's Valuation vs Competitive Position

Valuation multiples vs the Communications Equipment industry average (36 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.
Metric Company Industry Average Difference
P/E - 40.9x -
EV / EBITDA 74.8x 22.9x +52.0x
P/B 26.7x 4.7x +22.1x
Return on Equity 33.86 % industry aggregate -117.87 %
Return on Invested Capital 8.09 % -0.46 % (avg) 8.55 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Lumentum Holdings Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20182019202020212022202320242025
Revenue Growth 17.88 %31.45 %---21.14 %-20.05 %-2.64 %52.87 %
Operating Margin 8.66 %2.54 %-28.38 %5.51 %-21.55 %-28.82 %1.23 %
Return on Invested Capital 4.20 %1.07 %-12.20 %1.72 %-5.56 %-8.01 %0.54 %
P/E 34.8x--18.5x147.4x--96.2x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Lumentum Holdings Inc's Strategic Group Map

Every company in Lumentum Holdings Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Lumentum Holdings Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.

Revenue Growth (TTM, %)Operating Margin (%)AVGOLumentum Holdings IncCIENCALXMITLLASRAAOIMXLLPTH

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Lumentum Holdings Inc's BCG Growth-Share Matrix

Relative market share (vs Lumentum Holdings Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Lumentum Holdings Inc

Lumentum Holdings Inc falls in the Dog quadrant: relative market share of 0.51x vs its largest competitor, in an industry growing revenue 4.5% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Corning Inc alone holds 60% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

Lumentum Holdings Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Low Industry HHI of 4,522 (see Industry Market Structure & Concentration above)
Barriers to Entry High (capital intensive) Capital intensity (capex / revenue) of 15.28 % vs industry average 4.21 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See Lumentum Holdings Inc's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Lumentum Holdings Inc's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

Lumentum Holdings Inc's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow Lumentum Holdings Inc
Selective
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Lumentum Holdings Inc falls in the Medium attractiveness / High strength cell: Invest / Grow.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Lumentum Holdings Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Operating margin 13.6 points above the industry median.
  • Latest-quarter revenue run-rate is accelerating (+36.3% annualized vs trailing 12 months).
  • Outperforming the U.S.A. 500 over the trailing 12 months.

Weaknesses

  • Return on equity 117.9 points below the industry aggregate.

Opportunities

No rule matched.

Threats

  • Industry dominated by Corning Inc, holding 59.77 % of industry market cap.
  • High capital intensity requires continuous reinvestment just to keep pace with the industry.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Lumentum Holdings Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Lumentum Holdings Inc 0.72 1.50 1.20 0.51
Broadcom Inc 0.99 2.05 0.75 0.50
Cisco Systems Inc 0.25 0.94 0.63 0.51
Corning Inc 0.25 1.64 0.68 0.54
Motorola Solutions inc 0.17 1.06 3.64 0.64
Coherent Corp 0.57 2.47 0.48 0.43
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Lumentum Holdings Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Lumentum Holdings Inc Q2 2026+117.9 %+27.5 %+39.1 %-9.1 %
Broadcom Inc Q2 2026+85.5 %+33.4 %+216.1 %+40.6 %
Cisco Systems Inc Q2 2026+17.6 %+8.9 %+51.3 %+14.4 %
Corning IncQ2 2026+16.6 %+8.7 %+21.8 %+49.3 %
Motorola Solutions inc Q2 2026+13.3 %+15.4 %+8.3 %+51.6 %
Coherent Corp Q1 2026+20.5 %+7.1 %+10,193.1 %+26.3 %
PEERS TOTAL+37.2 %+16.5 %+136.4 %+33.0 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Lumentum Holdings Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Lumentum Holdings Inc Q2 2026+75.2 %+22.5 %+209.5 %+211.8 %
Broadcom Inc Q2 2026+74.0 %+34.9 %+274.6 %-
Cisco Systems Inc Q2 2026+14.8 %+7.5 %+79.7 %+239.1 %
Corning IncQ2 2026+16.5 %+10.0 %+37.0 %+27.1 %
Motorola Solutions inc Q2 2026+7.6 %+7.6 %+14.6 %-11.3 %
Coherent Corp Q1 2026+16.0 %+5.9 %--68.4 %
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Lumentum Holdings Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Lumentum Holdings Inc 13.93%19.67%33.86%-2.92
Broadcom Inc 21.57%24.07%43.74%9.188.31
Cisco Systems Inc 10.64%11.94%27.52%9.945.30
Corning Inc6.63%8.04%16.66%6.233.35
Motorola Solutions inc 11.18%17.75%85.37%5.815.29
Coherent Corp 2.93%3.52%6.20%6.372.52
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Lumentum Holdings Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Lumentum Holdings Inc -23.27-45.1314.80
Broadcom Inc 44.5319.170.23128.8617.14
Cisco Systems Inc 31.966.720.87-8.46
Corning Inc69.217.820.22130.0110.10
Motorola Solutions inc 35.656.186.29-28.12
Coherent Corp 135.148.40-92.485.03
PEERS AVERAGE45.3611.68205.6912.52
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.