Lumentum Holdings Inc. (LITE) Competitors & Peers
The 5 companies closest to Lumentum Holdings Inc. on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| CSCO | Customer | $122.57 | P/E 40.5RSI 63Cap 483.1 B |
| NOK | Peer | $9.13 | P/E 65.2RSI 37Cap 51.0 B |
| NOKBF | Peer | $9.25 | P/E 71.2RSI 38Cap 51.6 B |
| HPE | Peer | $54.68 | P/E 49.7RSI 67Cap 72.4 B |
| MSI | Peer | $461.98 | P/E 36.9RSI 67Cap 76.5 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