Company Profile

LITE insider trades (13 months) →

Today's multi-factor rank: 12 of 466 · see the ranking

Quant500 Scores

Momentum

10.0/10

Value

2.3/10

Growth

10.0/10

Quality

3.2/10

Multifactor

6.4/10

Market and Valuation

Price & Market

Prev Close Price:$893.61

Open:$917.54

Day's Low:$896.01

Day's High:$951.60

Bid / Ask:-

Market Cap:83.50B

Enterprise Value:82.44B

52-Week Range

52-Week Low:$144.52

52-Week High:$1,085.68

Current position in 52-week range

52w Low-52w High

50-Day Avg:$838.87

200-Day Avg:$710.66

Volume

Volume Today:9,252,341

Avg Volume (3m):4,688,722

Avg Volume (10d):4,534,820

52-Week Change:+442.54%

vs S&P 500, 52 weeks:-

Beta:1.54

Valuation Multiples

PER Trailing:-

PER Forward:23.45

PEG Ratio:0.63

Price / Book:17.76

Price / Sales (TTM):27.70

EV / Revenue:27.35

EV / EBITDA:102.95

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):-

Date Filter (Month):

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Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):3.01B

Gross Profit:1.33B

EBITDA:800.70M

Net Income (TTM):−6.94B

Rev Growth (YoY):+109.30%

Earnings Growth (YoY):-

Quarterly earnings growth (YoY):-

Margins

Gross Margin:-

EBITDA Margin:-

Operating Margin:-

Net Margin:-

Per Share

EPS Trailing (TTM):-

EPS Forward (Est.):$39.70

Revenue Per Share:$40.40

Cash Per Share:-

Book Value:$52.41

Last Dividend:-

Ex-Dividend Date:-

Last Split:-

Balance Sheet & Liquidity

Total cash:2.74B

Total Debt:1.67B

Net Debt (Debt - Cash):−1.07B (net cash)

Debt / Equity:35.99%

Current Ratio:1.68

Quick Ratio:1.32

Cash Flows

Operating Cash Flow:751.40M

Free Cash Flow (FCF):224.70M

FCF Yield (FCF / Market Cap):-

Enterprise Value:82.44B

EV / Revenue:27.35

EV / EBITDA:102.95

Profitability

ROE (Return on Equity):-240.03%

ROA (Return on Assets):5.82%

PER Trailing:-

PER Forward:23.45

Price / Book:17.76

PEG Ratio:0.63

52-Week Change:+442.54%

S&P 500 change, 52 weeks:+14.80%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$-96.81

EPS Forward (Est.):$39.70

PER Forward:-

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:$40.40

Cash Per Share:-

Book Value:$52.41

Cash Flows (TTM)

Free Cash Flow:224.70M

Operating Cash Flow:751.40M

EBITDA:800.70M

Total Revenue (TTM):3.01B

Net Income (TTM):−6.94B

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:89,700,000

Float (free shares):89,058,645

Short interest (shares):7,122,028

Short % of float:-

Short Ratio (days to cover):1.45

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

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

Lumentum Holdings Inc. (LITE) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
10-K	2026-08-17	View filing ↗
8-K	2026-08-11	View filing ↗
8-K	2026-07-30	View filing ↗
SD	2026-06-01	View filing ↗
10-Q	2026-05-06	View filing ↗
8-K	2026-05-05	View filing ↗
8-K	2026-04-08	View filing ↗
8-K	2026-03-02	View filing ↗
10-Q	2026-02-04	View filing ↗
8-K	2026-02-03	View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States

City:San Jose

Employees:13,757

Sector:Technology

Industry:Communication Equipment

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. Michael E. Hurlston	President, CEO & Director	58	2.93M
Mr. Wajid Ali B.A., C.M.A., M.A., M.B.A.	Executive VP & CFO	52	720,701
Mr. Jae Kim Esq.	Senior VP, General Counsel & Secretary	54	726,607
Mr. Vincent Retort	Executive VP of Module Business Unit, R&D and Product Development	71	759,381
Dr. Wupen Yuen Ph.D.	President of Global Business Units	55	1.00M
Mr. Eric Chang CPA	Chief Accounting Officer	51	-
Ms. Kathryn Ta	Vice President of Investor Relations	-	-
Mr. Rafik Ward	Senior VP, Chief Strategy Officer & Chief Marketing Officer	-	-

You have seen the engine room

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Lumentum Holdings Inc. (LITE): Quantitative Analysis

Name: Factor scores for Lumentum Holdings Inc. (LITE)
Creator: Quant500
License: https://quant500.com/legal

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 +152.6% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

LITE ranks 12 of 466 on today's multifactor score, and 6 of the 83 Technology companies that score. Its strongest factor is growth (Z 3.00, ranked 1 of 494); its weakest is value (Z -1.63, ranked 494 of 494). 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.

Factor	Z-Score	Rank
Multifactor	0.829	12 of 466 =
Momentum	3.000	1 of 497 =
Value	-1.628	494 of 494 =
Quality	-1.056	458 of 473 ↓1
Growth	3.000	1 of 494 =

Market data

Metric	Value
Price	$930.91
Market Cap	83.50B
Forward P/E (estimate)	23.45
Revenue (last 12 months)	3.01B
Price / book	17.76
Book value per share	$52.41
52-week range	$144.52 – $1,085.68
Beta	1.54
Average volume	4,688,722
Shares outstanding	89.70M
Short interest (% of float)	8.66% (as of Aug 31, 2026)

When does LITE report earnings? 10 of its last 12, after the close →

What are LITE insiders doing? 142 transactions filed with the SEC, of them 62 sells, the last one on Sep 18, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

Lumentum Holdings Inc. (LITE) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

Lumentum Holdings Inc. (LITE): Quantitative Analysis

Factor scores

Market data