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

37.7%

Inflating

Numbers on the wire.

Market cap

$69.3B

P/E (TTM)

157.03

P/S (TTM)

27.76

EV / EBITDA

611.78

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

1.53

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.

LITE — Lumentum Holdings Inc.

Numbers on the wire.

From the EDGAR wire.

From the tape.