Lumentum Holdings Inc.

Lumentum Holdings Inc. is a global designer and manufacturer of innovative optical and photonic products, headquartered in San Jose, California, United States. The company's mission is to enable high-bandwidth connectivity, precision sensing, and advanced manufacturing, illuminating the networks of tomorrow with advanced photonic technologies that support artificial intelligence (AI), data centers, telecommunications, industrial applications, and sensing.

Lumentum's product portfolio primarily serves two segments: Cloud & Networking and Industrial Tech. For Cloud & Networking, it provides optical and photonic chips, components, modules, and subsystems for telecommunications networking equipment, AI/ML infrastructure, data center interconnect (DCI) applications, and various communication service provider networks. In the Industrial Tech segment, Lumentum produces a broad spectrum of commercial lasers, including solid-state, kilowatt-class fiber, ultrafast, diode, and gas lasers, used in manufacturing, inspection, life sciences, 3D sensing for consumer electronics, micromachining, biotechnology, and semiconductor inspection.

Under the leadership of President and CEO Michael Hurlston, appointed in February 2025, Lumentum has solidified its position as a leading supplier of optical and photonics components for the rapidly expanding AI data center market. The company has experienced significant demand from cloud customers and a recovering networking sector, reporting strong fiscal Q2 2026 revenue and operating margins. Recent developments include a strategic investment from NVIDIA and plans to expand manufacturing capacity, including a new facility in Greensboro, to meet growing demand. Lumentum was also added to the S&P 500 index in March 2026.