Lumentum Holdings Inc. (LITE)
Lumentum is a technology firm that designs the high-tech lasers and optical components that power modern telecommunications and 3D sensing systems.
Is Lumentum Holdings Inc. a good stock for a UK beginner?
The honest version: Lumentum is a technology firm that designs the high-tech lasers and optical components that power modern telecommunications and 3D sensing systems.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
Lumentum becoming the essential provider for next-generation AI data centres.
Technological shifts making their current laser components obsolete.
What does Lumentum Holdings Inc. do?
Lumentum makes the sophisticated light-based technology that helps data travel across the internet and enables devices to 'see' the world through 3D sensing. It earns its keep by selling these specialized components to large manufacturers in the cloud computing and consumer electronics sectors. Watch how well they meet the high demand for their tech as the world keeps upgrading its digital infrastructure.
On our factor screen it looks strongest on growth and momentum, and weakest on income.
- !Pays no dividend - the whole return rides on the share price
- ✓Growing - revenue up about 90% over the year
- ✓Very profitable - turns about 18% of sales into profit
- !High P/E of 122 - big growth is already priced in
- ✓Strong return on shareholder money (ROE 23%)
- Growth screens high (96/100)
- Strong revenue growth indicates high demand for their products.
- Solid profit margins suggest efficient manufacturing processes.
- High return on equity shows the company is effective at using shareholder money to generate profit.
- Value screens low (19/100)
- Income screens low (16/100)
- Heavy reliance on a small number of large customers for the majority of sales.
- High beta indicates the shares may experience significant price swings.
- Global trade tensions could disrupt the supply of specialized components.
What do Lumentum Holdings Inc.'s numbers mean?
How much money does Lumentum Holdings Inc. make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does Lumentum Holdings Inc. pay a dividend?
No - Lumentum Holdings Inc. doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.
When does Lumentum Holdings Inc. report earnings, and how did recent quarters go?
Lumentum Holdings Inc. is next scheduled to report on about 2026-08-11 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-05-05 | $2.27 | $2.37 | Beat +5% |
| 2026-02-03 | $1.41 | $1.67 | Beat +19% |
| 2025-11-04 | $1.03 | $1.10 | Beat +7% |
| 2025-08-12 | $0.81 | $0.88 | Beat +9% |
| 2025-05-06 | $0.50 | $0.57 | Beat +14% |
| 2025-02-06 | $0.36 | $0.42 | Beat +17% |
Across the last 6 quarters here, Lumentum Holdings Inc. came in ahead of what analysts expected 6 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
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Hewlett Packard EnterpriseWhat are the scenarios for Lumentum Holdings Inc.?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of Lumentum Holdings Inc.?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Strong revenue growth indicates high demand for their products.
- Solid profit margins suggest efficient manufacturing processes.
- High return on equity shows the company is effective at using shareholder money to generate profit.
- The high price-to-earnings ratio suggests the shares are priced for perfection.
- No dividend payments mean investors rely entirely on share price growth for returns.
- The company operates in a fast-moving sector where technology can become outdated quickly.
- Heavy reliance on a small number of large customers for the majority of sales.
- High beta indicates the shares may experience significant price swings.
- Global trade tensions could disrupt the supply of specialized components.
The write-up's own warning lights — if these start happening, the case above changes.
- A significant and sustained drop in quarterly revenue growth.
- Loss of a major contract with a key technology partner.
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.