Lumentum Holdings Inc. (LITE) Competitors & Peers
The 5 largest companies in the same industry as Lumentum Holdings Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| CSCO | Customer | $97.96 | P/E 29.4RSI 30Cap 386.1 B |
| NOK | Peer | $8.20 | P/E 51.2RSI 42Cap 47.1 B |
| NOKBF | Peer | $8.59 | P/E 53.7RSI 32Cap 49.3 B |
| HPE | Peer | $46.70 | P/E 24.1RSI 36Cap 62.0 B |
| MSI | Peer | $524.55 | P/E 42.2RSI 75Cap 84.7 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- NVDAPartner
NVIDIA partnered with Lumentum through strategic supply agreements, including co-developing co-packaged optics (CPO) architectures.
Model-inferred, unverified — treat as a lead, not evidence - AAPLCustomer
Apple incorporates Lumentum's VCSEL laser modules into consumer devices for FaceID and 3D sensing systems.
Model-inferred, unverified — treat as a lead, not evidence - CSCOCustomer
Cisco integrates Lumentum optical transceivers into its hardware routers and data-center network switches.
Model-inferred, unverified — treat as a lead, not evidence - CIENCustomer
Ciena purchases optical transmission transponders and components from Lumentum for its optical transport networks.
Model-inferred, unverified — treat as a lead, not evidence - AXTICustomer
Lumentum purchases AXT's InP and GaAs substrates for epitaxial growth of lasers and photodetectors for fiber optic communications.
Model-inferred, unverified — treat as a lead, not evidence - VISNSupplier
Lumentum supplies advanced laser diodes and photonic components assembled into Vistance's optical transceivers.
Model-inferred, unverified — treat as a lead, not evidence - POETSupplier
Lumentum supplies high-performance continuous-wave (CW) lasers integrated onto POET's optical engines.
Model-inferred, unverified — treat as a lead, not evidence