Lumentum Holdings Inc
XBER:LU2
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
L
|
Lumentum Holdings Inc
XBER:LU2
|
US |
|
Eoptolink Technology Inc Ltd
SZSE:300502
|
CN |
|
T
|
Tapestry Inc
LSE:0LD5
|
US |
|
AJ Bell PLC
LSE:AJB
|
UK |
|
African Rainbow Minerals Ltd
F:EB9
|
ZA |
|
R
|
Republic Services Inc
DUS:RPU
|
US |
|
Stroeer SE & Co KgaA
OTC:SOTDF
|
DE |
|
Nebius Group NV
BMV:NBISN
|
NL |
|
X
|
Xencor Inc
SWB:XE9
|
US |
|
P
|
Public Service Enterprise Group Inc
SWB:PSE
|
US |
|
G
|
Goldman Sachs Group Inc
XBER:GOS
|
US |
Lumentum Holdings Inc
Lumentum Holdings makes optical and photonic components that move, shape, and measure light. Its main products include lasers, optical transceivers, and other parts used in fiber-optic networks, data centers, and precision manufacturing equipment. It sells these products to equipment makers and large technology customers, rather than to consumers. The company also supplies laser-based parts used in consumer devices, industrial systems, and some medical and sensing applications. In practice, Lumentum sits early in the supply chain: its parts go into larger systems made by network vendors, cloud infrastructure companies, and device makers. Customers buy these components because they need fast data transmission, accurate sensing, and reliable laser performance. Lumentum makes money by selling hardware components and modules, often under supply agreements with repeat customers. What makes its business distinct is that it is not a finished-device brand; it is a specialized parts supplier in the photonics industry. That gives it exposure to long-term demand for faster communications and more precise light-based technology.
Lumentum Holdings makes optical and photonic components that move, shape, and measure light. Its main products include lasers, optical transceivers, and other parts used in fiber-optic networks, data centers, and precision manufacturing equipment. It sells these products to equipment makers and large technology customers, rather than to consumers.
The company also supplies laser-based parts used in consumer devices, industrial systems, and some medical and sensing applications. In practice, Lumentum sits early in the supply chain: its parts go into larger systems made by network vendors, cloud infrastructure companies, and device makers. Customers buy these components because they need fast data transmission, accurate sensing, and reliable laser performance.
Lumentum makes money by selling hardware components and modules, often under supply agreements with repeat customers. What makes its business distinct is that it is not a finished-device brand; it is a specialized parts supplier in the photonics industry. That gives it exposure to long-term demand for faster communications and more precise light-based technology.
Record quarter: Lumentum reported third-quarter revenue of $808.4 million, up 90% year over year, with both revenue and EPS above expectations.
Margins surged: Gross margin and operating margin expanded sharply thanks to better factory utilization, a richer product mix, and pricing on constrained products.
Demand outstrips supply: Management repeatedly said demand remains well ahead of supply in EMLs, pump lasers, transceivers, and OCS, with some areas still significantly constrained.
Guidance up: Fourth-quarter revenue is guided to a new record of $960 million to $1.01 billion, with operating margin expected to reach 35% to 36%.
AI buildout: The company highlighted scale-out, scale-across, CPO, and OCS as major long-term growth drivers and said these markets could support much more revenue ahead.
Capacity build: Lumentum is expanding manufacturing, including the Greensboro indium phosphide fab, and is using capex, long-term agreements, and some contract manufacturing to support growth.
