Lumentum Holdings Inc. (LITE)

LITE · Information Technology · United States

Lumentum Holdings Inc. (LITE) is a company in the Information Technology sector, based in United States. The stock is held in 22 ETFs we track – with its largest weight of 0.52 % in XDEM (msci-world-momentum). Anyone holding one of these ETFs also owns a small indirect stake in Lumentum Holdings.

Above-average ETF coverage: 22 of the 95 ETFs we cover hold Lumentum Holdings, spread across 11 indices. That puts the stock in more ETFs than 87.9 % of the 4,334 stocks we cover.

Held in22 ETFs

Highest weight0.52 %

Indices11

SectorInformation Technology

CountryUnited States

ISINUS55024U1097

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+149.4 %	1 year	+438.0 %
1 month	-5.1 %	3 months	+5.7 %
Calendar year 2025	+339.1 %

52W

Data note 3

Measured in euros, Lumentum Holdings returned +154.0 % year to date and +450.6 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-50.6 %

Volatility p.a.82.8 %

Data note 5

Below peak-12.7 %

Beta to S&P 5002.93

Correlation to S&P 5000.38

The close on Sep 16, 2026 was 12.7 % below the highest close since Aug 12, 2024, reached on May 11, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Lumentum Holdings moved on average 2.93 % in the same direction. The correlation of 0.38 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Coherent Corp.	+0.87
Corning Inc	+0.76
Ciena Corporation	+0.74
Fabrinet	+0.73
Entegris Inc.	+0.69
Comfort Systems USA Inc.	+0.68
Brown & Brown Inc.	-0.56
Tyler Technologies Inc.	-0.56
Arthur J. Gallagher & Co.	-0.55

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2026-06-27) as filed with the SEC.

Revenue3.0 bn $

Net income-6.9 bn $

Diluted EPS-92.96 $

Net margin-230.1 %

Gross margin41.7 %

Return on equity-819.2 %

Equity ratio17.6 %

Revenue growth+83.2 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	1.8	-0.1	-7.4 %
FY2024	1.6	0.0	1.6 %
FY2025	3.0	-6.9	-230.1 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XDEM	msci-world-momentum	0.52 %	€5.20
EXXT	nasdaq-100	0.32 %	€3.20
XNAS	nasdaq-100	0.32 %	€3.20
QDVE	sp500-it	0.30 %	€3.00
XUIT / XUTC	msci-usa-it	0.29 %	€2.90
XDWT	msci-world-it	0.26 %	€2.60
SPYL / SPY5	sp500	0.11 %	€1.10
SXR8	sp500	0.11 %	€1.10
XD9U / XD9D	msci-usa	0.11 %	€1.10
EUNL	msci-world	0.08 %	€0.80
XDWD / XDWL	msci-world	0.08 %	€0.80
SWWD	msci-world	0.07 %	€0.70
WIMI	msci-world-imi	0.07 %	€0.70
SPYY	msci-acwi	0.07 %	€0.70
SPPW	msci-world	0.07 %	€0.70
SPYI / SPSA	msci-acwi-imi	0.06 %	€0.60
IUSQ	msci-acwi	0.06 %	€0.60

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Lumentum Holdings as of the fund's latest holdings list.

How much Lumentum Holdings Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Lumentum Holdings — the figure counts the ETFs holding both.

Data note 10

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Lumentum Holdings	+438.0 %	82.8 %	-230.1 %	+83.2 %
Datadog	+71.5 %	57.0 %	3.1 %	+27.7 %
Intel	+299.9 %	71.0 %	-0.5 %	-0.5 %
Teradyne	+199.4 %	65.5 %	17.4 %	+13.1 %
Western Digital Corporation	+304.5 %	67.4 %	19.8 %	+50.7 %
Analog Devices	+48.3 %	38.1 %	20.6 %	+16.9 %
Advanced Micro Devices	+219.4 %	62.2 %	12.5 %	+34.3 %
CrowdStrike Holdings	+117.0 %	51.9 %	–	–
Monolithic Power Systems	+33.9 %	58.0 %	22.3 %	+26.4 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.