Tuesday, July 21, 2026
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The Chain Gazette · ResearchHardwareNASDAQ NMS - GLOBAL MARKETFull writeup
$830.36+8.47%as of 12:05 PM ET

LITELumentum Holdings Inc.

Photonics and laser components company; manufactures semiconductor lasers, VCSELs, and optical components used in telecom, 3D sensing, and precision quantum laser systems.

Coiled

7

52w range compression, breakout-adjusted

Watched

70

7-day news volume + tape quietness

Sound

44

Margins, growth, FCF composite

Critical

100

Supply-chain concentration × demand

Pressure

55

Pricing Power

37.7%

Inflating

Numbers on the wire.

Market cap

$59.6B

P/E (TTM)

138.25

P/S (TTM)

24.44

EV / EBITDA

539.30

Gross margin

37.71%

Op margin

10.63%

Net margin

17.68%

FCF margin

Rev growth YoY

68.98%

EPS growth YoY

-48.22%

ROE

30.68%

ROA

8.51%

Debt / Equity

1.10

Current ratio

1.14

Price / Book

15.72

Beta

1.51

Layer Presence.

Lumentum is a key public supplier of precision laser sources relevant to quantum control and photonic systems. Quantum-relevant products include narrow-linewidth diode lasers and precision photonic components for ion-trap and photonic qubit systems. Risk: quantum-specific revenue not broken out; general photonics market conditions drive stock.

From the EDGAR wire.

From the tape.