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$862.24-8.69%as of 1:19 PM ET

LITE — Lumentum 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

52w range compression, breakout-adjusted

Watched

7-day news volume + tape quietness

Sound

Margins, growth, FCF composite

Critical

100

Supply-chain concentration × demand

Pressure

Pricing Power

33.4%

Inflating

Financials

Numbers on the wire.

Market cap

$67.4B

P/E (TTM)

267.69

P/S (TTM)

31.99

EV / EBITDA

—

Gross margin

33.44%

Op margin

2.49%

Net margin

11.95%

FCF margin

—

Rev growth YoY

48.89%

EPS growth YoY

-48.22%

ROE

27.64%

ROA

5.71%

Debt / Equity

3.88

Current ratio

0.61

Price / Book

31.20

Beta

1.53

Source: Finnhub. TTM = trailing twelve months.

Supply Chain

Layer Presence.

Quantum Computing (Trapped-Ion Qubits)Precision lasers for ion-trap quantum computing (369nm, 405nm, 729nm for cooling, repumping, clock transitions).78%

Our take

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.

Recent filings

From the EDGAR wire.

News

LITE — Lumentum Holdings Inc.

Numbers on the wire.

Layer Presence.

From the EDGAR wire.

From the tape.