Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$684.40
Open:$681.01
Day's Low:$667.26
Day's High:$719.98
Bid / Ask:-
Market Cap:61.68B
Enterprise Value:61.46B
52-Week Range
52-Week Low:$184.20
52-Week High:$1,143.00
Current position in 52-week range
52w Low-52w High
50-Day Avg:$919.26
200-Day Avg:$802.88
Volume
Volume Today:7,100,625
Avg Volume (3m):5,097,662
Avg Volume (10d):6,644,970
52-Week Change:+263.35%
vs S&P 500, 52 weeks:-
Beta:-
Valuation Multiples
P/E (trailing):n/a (loss)
Diluted EPS for the last 12 months: the four quarters ended Sep 26, 2026, from the accounts filed with the SEC on Nov 3, 2026. With negative EPS a P/E means nothing, so it is not shown.
P/E (forward):17.76
PEG Ratio:0.63
Price / Book:13.48
Price / Sales (TTM):16.48
EV / Revenue:16.42
EV / EBITDA:53.79
Dividends
Current yield:-
Annual Dividend Rate:-
Dividend Trailing:$0.00
Yield Trailing:0.00%
5-Year Avg Yield:-
Payout Ratio:0.00%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):3.74B
Gross Profit:1.80B
EBITDA:1.14B
Net Income (TTM):−6.58B
Rev Growth (YoY):+136.50%
Earnings Growth (YoY):+6,980.00%
Quarterly earnings growth (YoY):+8,478.60%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$-89.62
Diluted EPS for the last 12 months: the four quarters ended Sep 26, 2026, from the accounts filed with the SEC on Nov 3, 2026. With negative EPS a P/E means nothing, so it is not shown.
EPS Forward (Est.):$38.30
Revenue Per Share:$46.70
Cash Per Share:-
Book Value:$50.47
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:1.98B
Total Debt:1.43B
Net Debt (Debt - Cash):−549.40M (net cash)
Debt / Equity:31.28%
Current Ratio:1.61
Quick Ratio:1.13
Cash Flows
Operating Cash Flow:-
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:61.46B
EV / Revenue:16.42
EV / EBITDA:53.79
Profitability
ROE (Return on Equity):-245.79%
ROA (Return on Assets):9.19%
P/E (trailing):n/a (loss)
P/E (forward):17.76
Price / Book:13.48
PEG Ratio:0.63
52-Week Change:+263.35%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$-89.62
Diluted EPS for the last 12 months: the four quarters ended Sep 26, 2026, from the accounts filed with the SEC on Nov 3, 2026. With negative EPS a P/E means nothing, so it is not shown.
EPS Forward (Est.):$38.30
P/E (forward):17.76
PEG Ratio:0.63
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$46.70
Cash Per Share:-
Book Value:$50.47
Cash Flows (TTM)
Free Cash Flow:-
Operating Cash Flow:-
EBITDA:1.14B
Total Revenue (TTM):3.74B
Net Income (TTM):−6.58B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:90,684,914
Float (free shares):90,135,222
Short interest (shares):7,740,045
Short % of float:-
Short Ratio (days to cover):1.55
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Lumentum Holdings Inc. (LITE) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It offers component products, including semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. The company also offers system products, such as optical modules, optical circuit switches, and industrial lasers, including short-pulse solid-state lasers and kilowatt-class fiber lasers. Its products and solutions are used in cloud, artificial intelligence and machine learning (AI/ML), telecommunications, consumer, and industrial end-market applications. The company was incorporated in 2015 and is headquartered in San Jose, California.
Executive Vice President & Chief Human Resources Officer
-
-
Mr. John Bagatelos
Senior Vice President of Worldwide Sales
-
-
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Lumentum Holdings Inc. (LITE): Quantitative Analysis
Lumentum Holdings Inc. (LITE) — Technology — Communication Equipment. LITE is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, LITE has returned +84.5% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
LITE ranks 10 of 461 on today's multifactor score, and 7 of the 83 Technology companies that score. Its strongest factor is growth (Z 3.00, ranked 1 of 489); its weakest is value (Z -1.58, ranked 489 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Lumentum has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 10 after the close and 2 before the open (SEC filings through Nov 2, 2026). LITE earnings dates and times, quarter by quarter →
Where does Lumentum rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Lumentum ranks 10 of 461, and 7 of the 83 Technology companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Lumentum insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Lumentum shares from August 2025 through Nov 3, 2026. The latest sale was on Oct 1, 2026, by an officer, for $25.7M. In total, from August 2025 through Nov 3, 2026: 0 purchases and 70 sales by directors, officers and large shareholders. All LITE insider trades →
What sector is Lumentum in, and which index?
Lumentum is classified in the Technology sector (industry: Communication Equipment), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 85 S&P 500 companies in that sector. Technology stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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