- ISIN
- US55024U1097
- CUSIP
- 55024U109
- Sector
- Technology
- Industry
- Communication Equipment
- IPO Date
- Aug 4, 2015
Highlights
- Market Cap
- $86.00B
- Enterprise Value
- $89.94B
- EPS (TTM)
- $5.26
- PE Ratio
- 169.83
- Total Revenue (TTM)
- $2.49B
- Gross Profit (TTM)
- $938.50M
- EBITDA (TTM)
- $470.10M
- Year Range
- $88.37 - $1,085.68
- Target Price
- $713.50
- ROA (TTM)
- 6.26%
- ROE (TTM)
- 14.79%
Share Price Chart
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Performance
LITE Performance Chart
Lumentum Holdings Inc. (LITE) is up 142.5% since the beginning of the year. At $894 per share, LITE is trading 17.7% below its 52-week high of $1,086. Investors who bought $1,000 worth of LITE shares 5 years ago would now be looking at an investment worth $11,045.
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Returns By Period
Lumentum Holdings Inc. (LITE) has returned 142.53% so far this year and 897.02% over the past 12 months. Looking at the last ten years, LITE has achieved an annualized return of 43.45%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Lumentum Holdings Inc.
- 1D
- 5.17%
- 1M
- -5.59%
- YTD
- 142.53%
- 6M
- 129.28%
- 1Y
- 897.02%
- 3Y*
- 152.86%
- 5Y*
- 61.67%
- 10Y*
- 43.45%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.15%
- 1Y
- 24.03%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LITE Monthly Returns History
Based on dividend-adjusted daily data since Aug 4, 2015, LITE's average daily return is +0.19%, while the average monthly return is +3.99%. At this rate, an investment would double in approximately 1.5 years.
Historically, 55% of months were positive and 45% were negative. The best month was Feb 2026 with a return of +78.9%, while the worst month was May 2019 at -34.7%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.
On a daily basis, LITE closed higher 52% of trading days. The best single day was Nov 5, 2025 with a return of +23.6%, while the worst single day was Nov 12, 2018 at -33.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.31% | 78.88% | 0.26% | 28.40% | -5.25% | 4.56% | 142.53% | ||||||
| 2025 | 1.32% | -17.32% | -11.36% | -5.29% | 22.43% | 31.52% | 15.80% | 20.65% | 22.51% | 23.88% | 61.32% | 13.36% | 339.06% |
| 2024 | 4.81% | -11.78% | -2.31% | -7.58% | -0.59% | 17.06% | 1.69% | 11.26% | 10.02% | 0.77% | 36.17% | -3.47% | 60.15% |
| 2023 | 15.35% | -10.58% | 0.37% | -10.66% | 9.64% | 7.24% | -7.70% | 3.38% | -16.53% | -13.21% | 9.16% | 22.48% | 0.48% |
| 2022 | -4.06% | -2.58% | -1.27% | -16.79% | 6.00% | -7.74% | 13.90% | -7.64% | -17.93% | 8.58% | -26.21% | -5.04% | -50.68% |
| 2021 | -1.05% | -4.05% | 1.50% | -6.90% | -4.33% | 0.81% | 2.39% | 3.16% | -3.58% | -1.15% | 5.07% | 21.90% | 11.57% |
Benchmark Metrics
Lumentum Holdings Inc. has an annualized alpha of 35.03%, beta of 1.41, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since August 04, 2015.
- This stock captured 180.54% of S&P 500 Index gains but only 69.19% of its losses - a favorable profile for investors.
- R2 of 0.21 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 35.03%
- Beta
- 1.41
- R²
- 0.21
- Upside Capture
- 180.54%
- Downside Capture
- 69.19%
Return for Risk
Risk / Return Rank
LITE ranks 99 for risk / return — in the top 99% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lumentum Holdings Inc. (LITE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LITE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +8.39 | ||
| Sortino ratioReturn per unit of downside risk | +2.46 | ||
| Omega ratioGain probability vs. loss probability | 1.68 | 1.37 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 31.57 | 2.78 | +28.79 |
| Martin ratioReturn relative to average drawdown | 111.29 | 12.44 | +98.85 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Lumentum Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lumentum Holdings Inc. was 66.89%, occurring on Oct 27, 2023. Recovery took 437 trading sessions.
The current Lumentum Holdings Inc. drawdown is 15.11%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -66.89%Oct 2023 | 2y 9mo | 1y 9mo | 4y 6moJan 2021 - Jul 2025 |
Rate-hike selloffLate 2018 | -48.77%Nov 2018 | 8mo 2d | 1y 15d | 1y 8moMar 2018 - Nov 2019 |
2015 bear market2015 | -41.77%Oct 2015 | 2mo 16d | 4mo 1d | 6mo 17dAug 2015 - Feb 2016 |
2018 bear market2018 | -37.31%Feb 2018 | 6mo 15d | 1mo 2d | 7mo 17dJul 2017 - Mar 2018 |
COVID crash2020 | -33.07%Mar 2020 | 1mo 6d | 4mo 16d | 5mo 22dFeb 2020 - Aug 2020 |
Drawdown Indicators
| LITE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.89% | -56.78% | -10.11% |
Max Drawdown (1Y)Largest decline over 1 year | -28.70% | -9.10% | -19.60% |
Max Drawdown (3Y)Largest decline over 3 years | -50.63% | -18.90% | -31.73% |
Max Drawdown (5Y)Largest decline over 5 years | -66.48% | -25.43% | -41.05% |
Max Drawdown (10Y)Largest decline over 10 years | -66.89% | -33.92% | -32.97% |
Current DrawdownCurrent decline from peak | -15.11% | -1.80% | -13.31% |
Average DrawdownAverage peak-to-trough decline | -23.56% | -10.71% | -12.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.13% | 2.03% | +6.10% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Lumentum Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Lumentum Holdings Inc. is priced in the market compared to other companies in the Communication Equipment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for LITE, comparing it with other companies in the Communication Equipment industry. Currently, LITE has a P/E ratio of 169.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for LITE relative to other companies in the Communication Equipment industry. Currently, LITE has a P/S ratio of 30.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for LITE in comparison with other companies in the Communication Equipment industry. Currently, LITE has a P/B value of 28.9. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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