Lumentum Holdings Inc.

Lumentum Holdings Inc. develops and manufactures optical and photonic products for cloud computing, artificial intelligence and machine learning infrastructure, telecommunications, consumer electronics, and industrial markets. The company operates in a single reportable segment and disaggregates revenue into Components and Systems product categories. Its offerings include optical chips, transceivers, wavelength management subsystems, optical circuit switches, industrial fiber and ultrafast solid-state lasers, and vertical-cavity surface-emitting lasers for 3D sensing. Lumentum supplies its products to cloud data center operators, communications service providers, network equipment manufacturers, consumer electronics makers, and original equipment manufacturers across sectors such as semiconductor fabrication and electric vehicle battery manufacturing.

Headquartered in San Jose, California, the company maintains manufacturing facilities and capabilities across North America, the Asia-Pacific region, and Europe, including primary company-owned sites in the United States, Thailand, China, the United Kingdom, Slovenia, and Japan. Lumentum also contracts manufacturing partners predominantly in Thailand, Taiwan, Malaysia, and the Philippines, while employing a global workforce engaged in research, production, administration, and sales worldwide.

Summary of the business section of Lumentum's latest annual report, written by StockData.

“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.

“As of June 27, 2026, we employed approximately 13,757 full-time employees, including approximately 11,916 employees in manufacturing, 1,085 employees in R&D and 756 employees in SG&A.”