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Optical components maker pivoting from telecom toward AI data center interconnects, supplying lasers and transceivers for 800G+ links and light sources for co-packaged optics. Spun off from JDSU in 2015.
Q2 2024-Q1 2026
Q2 2024-Q1 2026
Q2 2024-Q1 2026
Lumentum (LITE) is a Communication Equipment company. Optical components maker pivoting from telecom toward AI data center interconnects, supplying lasers and transceivers for 800G+ links and light sources for co-packaged optics. Spun off from JDSU in 2015. It was founded in 2015, is headquartered in San Jose, CA and employs about 7,000 people.
As of 2026-Q1, Lumentum's revenue breaks down across Components (66%), Systems (34%). See the revenue-by-segment chart for the full mix.
Track Lumentum's quarterly and annual revenue, gross and net margins, and EPS in the interactive charts on this page. Data last updated July 31, 2026.
Sterling groups Lumentum in the Data Centers sector, alongside Arista Networks (ANET), Coherent (COHR), Fabrinet (FN), Credo Technology (CRDO) and Astera Labs (ALAB).
If you are researching Lumentum, also look at Arista Networks (ANET), Coherent (COHR) and Fabrinet (FN). You can compare all of them side by side or browse the full Data Centers sector on Sterling.