Lumentum Holdings Inc. LITE

Company Overview

Lumentum Holdings Inc. is a U.S.-based optical and photonics technology company that develops components, modules, and systems used in telecommunications networks, cloud infrastructure, industrial manufacturing, and consumer electronics. The company operates primarily in the optical networking and laser technologies industries, supplying products that enable high-speed data transmission, sensing, and advanced manufacturing applications. Its core revenue drivers include optical communication components for telecom and cloud operators, 3D sensing technologies used in consumer devices, and industrial laser solutions. Lumentum serves telecommunications carriers, hyperscale cloud companies, networking equipment manufacturers, semiconductor manufacturers, and consumer electronics companies.

Lumentum was formed in 2015 as a spin-off from JDS Uniphase Corporation’s communications and commercial optics businesses. Since becoming an independent public company, it has expanded through acquisitions and portfolio diversification, including the acquisition of NeoPhotonics Corporation in 2022 to strengthen its coherent optical networking capabilities. The company is positioned as a major supplier of photonic technologies with strengths in vertically integrated optical engineering, advanced laser manufacturing, and long-standing relationships with global networking and electronics customers.