simplyStocks
Lumentum
LITE · NASDAQSemiconductors / Photonics
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$66B
P/E ratio
~115×
Revenue (Q run-rate)
~$808M/q
Rev. growth
+90%
Adj. EPS (Q3 FY26)
$2.37
Op. margin (non-GAAP)
~25%
Div yield
0%
In plain English
Lumentum makes the lasers and optical components that move data as light — above all the high-speed transceivers, EML laser chips and external laser sources that wire AI data-centre clusters together, plus the tiny VCSEL lasers behind Apple's Face ID and industrial lasers. After buying NeoPhotonics and Cloud Light it has pivoted hard from telecom toward AI optics, and in 2026 NVIDIA took a strategic stake to fund a US laser fab for silicon photonics.
In simple terms
What Lumentum really sells
Lumentum makes the lasers and optical components that move data as light — above all the high-speed transceivers, EML laser chips and external laser sources that wire AI data-centre clusters together, plus the tiny VCSEL lasers behind Apple's Face ID and industrial lasers. After buying NeoPhotonics and Cloud Light it has pivoted hard from telecom toward AI optics, and in 2026 NVIDIA took a strategic stake to fund a US laser fab for silicon photonics.
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Risk read
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