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 | $106.70 | P/E 32.3RSI 44Cap 424.4 B |
| HPE | Peer | $62.94 | P/E 31.6RSI 63Cap 81.3 B |
| NOK | Peer | $10.39 | P/E 75.3RSI 52Cap 59.0 B |
| NOKBF | Peer | $10.45 | P/E 76.7RSI 54Cap 60.1 B |
| MSI | Peer | $456.88 | P/E 36.2RSI 47Cap 76.0 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