Lumentum Holdings Inc. (LITE)
Company Info
Highlights
$5.23B
-$6.46
0.97
$1.47B
$332.20M
-$700.00K
$38.29 - $104.00
$84.44
23.68%
4.79
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Lumentum Holdings Inc. (LITE) returned -13.90% year-to-date (YTD) and 66.70% over the past 12 months.
LITE
-13.90%
22.43%
-16.89%
66.70%
-5.66%
-0.29%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of LITE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.32% | -17.32% | -11.36% | -5.29% | 22.43% | -13.90% | |||||||
| 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% |
| 2020 | -4.45% | 2.71% | -5.29% | 9.78% | -9.38% | 11.06% | 14.00% | -7.36% | -12.64% | 10.06% | 4.46% | 9.75% | 19.55% |
| 2019 | 16.42% | 1.72% | 13.65% | 9.60% | -34.69% | 31.97% | 6.03% | -1.54% | -3.95% | 16.99% | 17.56% | 7.66% | 88.76% |
| 2018 | -5.32% | 31.75% | 4.59% | -20.92% | 16.45% | -1.45% | -9.76% | 29.95% | -11.71% | -8.84% | -18.63% | -5.53% | -14.09% |
| 2017 | -1.81% | 20.95% | 16.23% | -19.87% | 33.45% | 0.00% | 9.73% | -9.19% | -4.40% | 16.19% | -14.41% | -9.53% | 26.52% |
| 2016 | -10.40% | 21.79% | 12.23% | -6.19% | 0.16% | -4.50% | 25.00% | 16.10% | 18.94% | -19.56% | 19.35% | -3.62% | 75.52% |
| 2015 | -6.67% | -14.13% | -15.40% | 39.47% | 10.10% | 4.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, LITE is among the top 21% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lumentum Holdings Inc. (LITE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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. The portfolio has not yet recovered.
The current Lumentum Holdings Inc. drawdown is 33.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.89% | Jan 13, 2021 | 703 | Oct 27, 2023 | — | — | — |
| -48.77% | Mar 15, 2018 | 169 | Nov 12, 2018 | 262 | Nov 27, 2019 | 431 |
| -37.31% | Jul 25, 2017 | 135 | Feb 5, 2018 | 23 | Mar 9, 2018 | 158 |
| -34.14% | Aug 19, 2015 | 43 | Oct 19, 2015 | 41 | Dec 16, 2015 | 84 |
| -33.07% | Feb 13, 2020 | 26 | Mar 20, 2020 | 93 | Aug 3, 2020 | 119 |
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Lumentum Holdings Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 13.7% positive surprise.
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.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for LITE compared to other companies in the Communication Equipment industry. LITE currently has a PEG ratio of 1.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected 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 3.6. 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 6.0. 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
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