Lumentum Holdings（LU2）株式概要Lumentum Holdings Inc.は、米州、アジア太平洋地域、欧州、中東、アフリカで光学およびフォトニック製品を製造・販売している。 詳細LU2 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長6/6過去の実績2/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より48.4%で取引されている 収益は年間76.28%増加すると予測されています 今年は黒字化を達成 リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るLU2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€739.8080.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-441m20b2016201920222025202620282031Revenue US$20.5bEarnings US$3.6bAdvancedSet Fair ValueView all narrativesLumentum Holdings Inc. 競合他社FunkwerkSymbol: BST:FEW0Market cap: €298.2mMotorola SolutionsSymbol: NYSE:MSIMarket cap: US$72.1bUbiquitiSymbol: NYSE:UIMarket cap: US$62.2bNokia OyjSymbol: HLSE:NOKIAMarket cap: €59.1b価格と性能株価の高値、安値、推移の概要Lumentum Holdings過去の株価現在の株価US$739.8052週高値US$862.5052週安値US$125.00ベータ1.531ヶ月の変化-1.31%3ヶ月変化62.99%1年変化n/a3年間の変化1,771.96%5年間の変化1,217.31%IPOからの変化963.24%最新ニュースお知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.Reported Earnings • May 06Third quarter 2026 earnings released: EPS: US$2.04 (vs US$0.64 loss in 3Q 2025)Third quarter 2026 results: EPS: US$2.04 (up from US$0.64 loss in 3Q 2025). Revenue: US$808.4m (up 90% from 3Q 2025). Net income: US$145.9m (up US$190.0m from 3Q 2025). Profit margin: 18% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 161% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€6.6m sold).お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026Buy Or Sell Opportunity • Mar 26Now 25% undervaluedOver the last 90 days, the stock has risen 89% to €618. The fair value is estimated to be €830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Index最新情報をもっと見るRecent updatesお知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.Reported Earnings • May 06Third quarter 2026 earnings released: EPS: US$2.04 (vs US$0.64 loss in 3Q 2025)Third quarter 2026 results: EPS: US$2.04 (up from US$0.64 loss in 3Q 2025). Revenue: US$808.4m (up 90% from 3Q 2025). Net income: US$145.9m (up US$190.0m from 3Q 2025). Profit margin: 18% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 161% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€6.6m sold).お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026Buy Or Sell Opportunity • Mar 26Now 25% undervaluedOver the last 90 days, the stock has risen 89% to €618. The fair value is estimated to be €830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Indexお知らせ • Mar 17+ 2 more updatesLumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across Ai Infrastructure At OFC 2026Lumentum Holdings Inc. announced its showcase of technology and product demonstrations designed to meet the accelerating demands of next-generation AI and data center infrastructure at the Optical Fiber Communications Conference and Exhibition (OFC) in Los Angeles. Visit Lumentum booth 1439 and connect with industry experts. Multiple demonstrations for scale-out and scale-up networking applications are being showcased: The 1.6T DR4 OSFP pluggable transceiver prototype uses four Lumentum 400G differential EML lasers, as a stepping-stone to a future 3.2T module. The module provides 4x400 Gbps data connectivity over single-mode fiber optics and 8x200 Gbps electrical interface on the host side. Its 4x400 Gbps design leverages Lumentum’s advanced components, world-class packaging, and high-volume manufacturing expertise, targeting next generation hyperscale AI data center applications. Lumentum is highlighting its SHP Laser following the successful launch of its 400 mW Ultra-High-Power (UHP) Laser in 2025. The 1310 nm device delivers more than 1.0 W optical power at 25°C and over 800 mW at 50°C, with <100 kHz linewidth and >40 dB SMSR, enabling high-power, high-performance light sources for co-packaged optics (CPO) and other silicon photonics architectures in both direct-detect and coherent-lite applications. The company is featuring a 16-channel DWDM laser source, illustrating Lumentum's readiness to support next-generation CPO architectures that require high bandwidth densities while reducing overall fiber count around a host switch or compute ASIC. The DWDM UHP Lasers are demonstrated using two ELSFP modules producing 16 simultaneous channels across a 200 GHz grid centered at 1310nm, delivering optical power of approximately 24 dBm per channel into fiber. The wavelength grid is compliant with the CW-WDM MSA.お知らせ • Mar 03Lumentum Holdings Inc. announced that it has received $2.000000114 billion in funding from NVIDIA CorporationLumentum Holdings Inc. announced private placement to issue 2,876,415 Series A Convertible Preferred Stock at a price of $695.31 per share for the proceeds of $2,000,000,114 on March 2, 2026. Transaction involves participation of NVIDIA Corporation as a new investor. The Shares were issued and sold to investor in a private placement relying upon the exemption provided by Section 4(a)(2) of the Securities Act of 1933, as amended. The Series A Preferred Stock will convert on a one-for-one basis into shares of the Company’s common stock (the “Common Stock”) (i) at the option of the holder, provided, that, no holder may exercise this conversion right until the expiration or termination of the applicable waiting period (or any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the rules and regulations promulgated thereunder or (ii) automatically immediately before the closing of a qualified sale. The Certificate of Designation defines qualified sale as the bona fide sale of the Series A Preferred Stock to the Company or a non-affiliate of the holder.Buy Or Sell Opportunity • Feb 26Now 21% undervaluedOver the last 90 days, the stock has risen 115% to €592. The fair value is estimated to be €749, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 151% in 2 years. Earnings are forecast to grow by 350% in the next 2 years.Recent Insider Transactions • Feb 12Independent Chair of Board of Directors recently sold €2.2m worth of stockOn the 6th of February, Penelope Herscher sold around 5k shares on-market at roughly €453 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Penelope's only on-market trade for the last 12 months.Reported Earnings • Feb 04Second quarter 2026 earnings released: EPS: US$1.10 (vs US$0.88 loss in 2Q 2025)Second quarter 2026 results: EPS: US$1.10 (up from US$0.88 loss in 2Q 2025). Revenue: US$665.5m (up 66% from 2Q 2025). Net income: US$78.2m (up US$139.1m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 337% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€5.7m sold).お知らせ • Feb 04Lumentum Holdings Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the third quarter of fiscal year 2026. For the quarter, the company expected net revenue in the range of $780 million to $830 million.お知らせ • Jan 16Lumentum Holdings Inc. Showcases Next-Generation Ultrafast and Uv Laser Platforms for Precision Manufacturing At Photonics West 2026Lumentum Holdings Inc. announced its participation in SPIE Photonics West 2026, where it will showcase high-power ultrafast, UV, and 3D sensing laser solutions designed to meet the growing precision, throughput, and reliability demands of advanced manufacturing and sensing applications. Featured products include: PicoBlade®? Core - Lumentum's latest ultrafast laser platform delivers up to 150 watts of average power with sub-12 picosecond pulses and integrated multi-wavelength output in a compact, unified design. It enables high-throughput, precision micromachining for printed circuit boards, battery cells, solar cells, and consumer electronics applications. The platform is available in NIR, Green and UV wavelengths. NQ-Series - The newest addition to Lumentum's nanosecond-pulsed laser portfolio, the NQ-Series delivers up to 500 uJ pulse energy of UV light at rates up to 60 kHz. Designed for high-throughput micromachining, the NQ-Series brings exceptional beam quality and reliability to address next-generation processing challenges. 3D Sensing VCSELs - Lumentum offers a broad portfolio of vertical-cavity surface-emitting laser (VCSEL) solutions supporting 3D sensing across a wide range of industrial and consumer applications. Scalable, high-volume manufacturing ensures consistent performance, high reliability, and power efficiency for use cases including depth sensing, object detection, and driver assistance systems.お知らせ • Jan 06+ 1 more updateLumentum Holdings Inc. Announces Executive ChangesLumentum Holdings Inc. announced that on December 29, 2025, Matthew Sepe, Chief Accounting Officer and Senior Vice President, Finance, informed the Company of his planned retirement from the Company. Mr. Sepe will serve as the Company's Senior Vice President, Finance until his retirement in fall 2026 and will step down as the Company's Chief Accounting Officer effective as of the later of February 6, 2026 and the date upon which the Company files its Quarterly Report on Form 10-Q for the three months ended December 27, 2025. In connection with Mr. Sepe's retirement, the Board has appointed Eric Chang, who recently joined the Company as Senior Vice President, Finance, as Chief Accounting Officer effective upon the Effective Date. Mr. Chang, age 52, the Company's Senior Vice President, Finance, most recently served as Chief Financial Officer of Digilens Inc., from July 2025 until November 2025. Prior to joining Digilens, Mr. Chang served as VP, Chief Accounting Officer of Edgio Inc. from October 2022 until June 2025. Prior to Edgio, Mr. Chang served as VP, Finance and Accounting of Summit Interconnect Inc. from January 2022 until October 2022. Prior to joining Summit Interconnect, Mr. Chang served as Senior Vice President, Chief Financial Officer and Principal Accounting Officer of Aviat Networks Inc. from February 2016 until October 2021. Mr. Chang also served as Senior Director, Corporate Controller at Micrel, Incorporated, from November 2013 to February 2016, and as Senior Director, Assistant Corporate Controller and Memory Business Unit Controller at Atmel Corporation, from June 2007 to November 2013. Earlier in his career, Mr. Chang served as a Senior Manager at Ernst & Young LLP and as a Senior Associate at PricewaterhouseCoopers LLP, planning, administering and managing audit engagements of public companies in the high-tech industry and performing technical research of accounting, Sarbanes-Oxley Section 404, financial statements presentation and disclosure issues in accordance with US GAAP and SEC requirements. Mr. Chang holds a B.S. in Accounting and Computer Information Systems from Indiana University and is a certified public accountant.Buy Or Sell Opportunity • Dec 18Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 103% to €290. The fair value is estimated to be €227, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 93% in 2 years. Earnings are forecast to grow by 293% in the next 2 years.お知らせ • Dec 16Lumentum Holdings Inc. Appoints Thad Trent to Board of DirectorsOn December 15, 2025, the board of directors of Lumentum Holdings Inc. appointed Thad Trent to serve as a member of the Board, effective immediately. Concurrent with his appointment to the Board, Mr. Trent was also appointed to serve on the Audit Committee of the Board. Mr. Trent will serve an initial term of office expiring at the Company’s 2026 annual meeting of stockholders and until his successor is duly elected and qualified. Mr. Trent, 58, has served as Executive Vice President and Chief Financial Officer at ON Semiconductor Corporation (onsemi), a semiconductor supplier of power and sensing solutions, since February 2021. Prior to onsemi, Mr. Trent was the Chief Financial Officer at Cypress Semiconductor Corporation, a semiconductor design and manufacturing company, from June 2014 until its sale to Infineon Technologies AG in April 2020, and was Vice President, Finance from October 2005 to June 2014. He held progressive leadership positions in finance at Wyle Electronics, Zaffire Inc., Scion Photonics Inc. and Wind River Systems Inc. from 1992 to 2005. Mr. Trent holds a Bachelor of Science degree in Business Administration and Finance from San Diego State University.Recent Insider Transactions • Nov 26Independent Director recently sold €811k worth of stockOn the 19th of November, Pamela Fletcher sold around 3k shares on-market at roughly €237 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months.Recent Insider Transactions • Nov 24Independent Director recently sold €811k worth of stockOn the 19th of November, Pamela Fletcher sold around 3k shares on-market at roughly €237 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months.Recent Insider Transactions • Nov 11VP of Finance recently sold €876k worth of stockOn the 7th of November, Matthew Sepe sold around 4k shares on-market at roughly €207 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.Reported Earnings • Nov 06First quarter 2026 earnings released: EPS: US$0.06 (vs US$1.21 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.06 (up from US$1.21 loss in 1Q 2025). Revenue: US$533.8m (up 58% from 1Q 2025). Net income: US$4.20m (up US$86.6m from 1Q 2025). Profit margin: 0.8% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 57% per year, which means it is well ahead of earnings.お知らせ • Nov 05Lumentum Holdings Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the second quarter of fiscal year 2026. For the quarter, the company expects Net revenue in the range of $630 million to $670 million.Buy Or Sell Opportunity • Oct 27Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at €165. The fair value is estimated to be €131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.お知らせ • Oct 09Lumentum Holdings Inc. to Report Q1, 2026 Results on Nov 04, 2025Lumentum Holdings Inc. announced that they will report Q1, 2026 results After-Market on Nov 04, 2025お知らせ • Oct 08Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025.お知らせ • Sep 30Lumentum Showcases New Products and Technologies at ECOC 2025 for AI and Data Center NetworksLumentum Holdings Inc. announced several live technology and product demonstrations at ECOC, the European Conference on Optical Communications, reinforcing the company's focus on enabling AI-driven data centers and the world's largest communications networks. During the exhibition, Lumentum will showcase multiple live demonstrations: ELSFP Transceivers for CPO Architectures: Lumentum is showcasing its development of external laser source (ELS) modules in the ELSFP pluggable form factor, designed to advance co-packaged optics (CPO) architectures in high-bandwidth environments such as hyperscale data centers and AI clusters. The demonstration highlights pluggable modules incorporating Lumentum's ultra-high-power (UHP) 1310 nm lasers, enabling next-generation switches and AI processors with integrated optical connectivity. By separating the laser source from the optical engine and placing it at the system faceplate, these modules improve thermal management and reliability, while their design enhances serviceability and modularity. The ELSFP form factor provides higher system density, lower thermal loads, and improved lifetime performance, all while maintaining standards compliance. This product is expected to be sampling in calendar First Quarter 2026. Lumentum is also demonstrating its 1.6T DR8 TRO OSFP pluggable transceiver module, which provides 8x200 Gbps data connectivity over 500 meters of single-mode fiber optics targeting hyperscale Cloud and AI applications. Its TRO or "Transmit-Retimed Optical" design offers a significantly lower power dissipation compared to a Fully Retimed Optical (FRO) transceiver module. The product leverages internal Lumentum manufacturing and components and is currently ramping into volume production. Extended C+L Ultrawideband Nano-iTLA Now Sampling: In addition, Lumentum is sampling its ultrawideband narrow-linewidth InP nano-iTLA. This new laser assembly provides full tunability across more than 12.4 THz, covering both the extended C- and L- bands making it ideally suited to support the increased bandwidth demand driven by AI data centers, data center interconnects (DCI), metro, and long-haul networks. Building on Lumentum's proven, world-class external cavity laser (ECL) technology, the ultrawideband nano-iTLA is delivered in the same compact, form factor as existing solutions, with a single wideband tunable laser. It offers best-in-class narrow-linewidth performance, enabling superior signal integrity and system reach. Initial units have been delivered to key customers for evaluation in next-generation optical networks.お知らせ • Sep 24Lumentum Holdings Inc. Announces R64 Optical Circuit Switch for Ai Data CentersLumentum Holdings Inc. announced the expansion of its Optical Circuit Switch (OCS) product line with the new R64 platform. Based on Lumentum's proven MEMS technology, the device will launch as a 64x64-port product for lower-port-count applications within AI data centers. The company will feature the new product at the ECOC exhibition in Copenhagen, Denmark, from September 29-October 1. The Lumentum R64 OCS complements the high-port count R300 OCS, and leverages decades of in-house engineering expertise in MEMS technology used widely in telecom applications. With a deep patent portfolio and more than one trillion field mirror operating hours, the OCS is designed to provide unmatched performance and high reliability for AI data centers. Key Advantages of the R64 OCS: Low Power consumption: At less than 150 W for a switch capable of carrying over 100Tbps of optical traffic, the R64 changes how an AI data center can scale by offering 80% power reduction compared to packet-based switches. Exceptional Optical Performance: MEMS technology does not require light to pass through any active medium, giving exceptionally low insertion loss and almost no polarization dependence. Flexible Optical Design: The R64 platform allows scaling to 72x72 ports, uni- or bi-directional operation, and full any-to-any fiber connectivity which removes typical OCS connectivity restrictions for bi-directional applications. Wide Band Operation: The R64 is optimized for today's O-band applications and brings exceptional performance in the C-band, due to the future-proof, bandwidth-agnostic MEMS technology. Ultra Stable: Lumentum's proprietary MEMS design is inherently stable over product lifetimes, requiring no feedback mechanism. This avoids control loop dither noise from being introduced to the optical signal while reducing overall system complexity. Compact Footprint: The compact design packs in all required features into a 2RU form factor, including redundant power supplies and cooling fans. The R64 OCS adds to Lumentum's growing portfolio of innovative photonic solutions aimed at improving AI data center scalability. Systems will begin sampling with customers in calendar Fourth Quarter 2025, with general availability expected in the second half of 2026.株主還元LU2DE CommunicationsDE 市場7D-2.4%-1.8%-0.02%1Yn/a84.8%0.1%株主還元を見る業界別リターン: LU2がGerman Communications業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: LU2 German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is LU2's price volatile compared to industry and market?LU2 volatilityLU2 Average Weekly Movement12.8%Communications Industry Average Movement7.0%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.6%安定した株価: LU2の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: LU2の weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト201510,562Michael E. Hurlstonwww.lumentum.comLumentum Holdings Inc.は、米州、アジア太平洋、欧州、中東、アフリカで光およびフォトニック製品を製造・販売している。クラウド＆ネットワーキング事業とインダストリアルテック事業の2つのセグメントで事業を展開している。クラウド＆ネットワーキング事業では、クラウドデータセンターやネットワークインフラを構築するクラウドデータセンターオペレータ、AI/MLインフラプロバイダー、ネットワーク機器メーカー顧客向けに光・フォトニックチップ、コンポーネント、モジュール、サブシステムを提供している。産業技術部門は、短パルス固体レーザー、キロワットクラスのファイバーレーザー、ダイオードレーザー、ガスレーザーを提供し、半導体デバイス、太陽電池、ディスプレイ、電気自動車やバッテリーの製造市場にサービスを提供している。同社は2015年に法人化され、カリフォルニア州サンノゼに本社を置いている。もっと見るLumentum Holdings Inc. 基礎のまとめLumentum Holdings の収益と売上を時価総額と比較するとどうか。LU2 基礎統計学時価総額€54.40b収益（TTM）€373.15m売上高(TTM)€2.12b145.8xPER（株価収益率25.7xP/SレシオLU2 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LU2 損益計算書（TTM）収益US$2.49b売上原価US$1.47b売上総利益US$1.02bその他の費用US$577.20m収益US$439.00m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）6.12グロス・マージン40.84%純利益率17.64%有利子負債／自己資本比率110.4%LU2 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 04:03終値2026/05/08 00:00収益2026/03/28年間収益2025/06/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lumentum Holdings Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Skye ChenAletheia Analyst Network LimitedThomas O'MalleyBarclaysKarl AckermanBNP Paribas27 その他のアナリストを表示
お知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.
Reported Earnings • May 06Third quarter 2026 earnings released: EPS: US$2.04 (vs US$0.64 loss in 3Q 2025)Third quarter 2026 results: EPS: US$2.04 (up from US$0.64 loss in 3Q 2025). Revenue: US$808.4m (up 90% from 3Q 2025). Net income: US$145.9m (up US$190.0m from 3Q 2025). Profit margin: 18% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 161% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€6.6m sold).
お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026
Buy Or Sell Opportunity • Mar 26Now 25% undervaluedOver the last 90 days, the stock has risen 89% to €618. The fair value is estimated to be €830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.
お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Index
お知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.
Reported Earnings • May 06Third quarter 2026 earnings released: EPS: US$2.04 (vs US$0.64 loss in 3Q 2025)Third quarter 2026 results: EPS: US$2.04 (up from US$0.64 loss in 3Q 2025). Revenue: US$808.4m (up 90% from 3Q 2025). Net income: US$145.9m (up US$190.0m from 3Q 2025). Profit margin: 18% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 161% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€6.6m sold).
お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026
Buy Or Sell Opportunity • Mar 26Now 25% undervaluedOver the last 90 days, the stock has risen 89% to €618. The fair value is estimated to be €830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.
お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Index
お知らせ • Mar 17+ 2 more updatesLumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across Ai Infrastructure At OFC 2026Lumentum Holdings Inc. announced its showcase of technology and product demonstrations designed to meet the accelerating demands of next-generation AI and data center infrastructure at the Optical Fiber Communications Conference and Exhibition (OFC) in Los Angeles. Visit Lumentum booth 1439 and connect with industry experts. Multiple demonstrations for scale-out and scale-up networking applications are being showcased: The 1.6T DR4 OSFP pluggable transceiver prototype uses four Lumentum 400G differential EML lasers, as a stepping-stone to a future 3.2T module. The module provides 4x400 Gbps data connectivity over single-mode fiber optics and 8x200 Gbps electrical interface on the host side. Its 4x400 Gbps design leverages Lumentum’s advanced components, world-class packaging, and high-volume manufacturing expertise, targeting next generation hyperscale AI data center applications. Lumentum is highlighting its SHP Laser following the successful launch of its 400 mW Ultra-High-Power (UHP) Laser in 2025. The 1310 nm device delivers more than 1.0 W optical power at 25°C and over 800 mW at 50°C, with <100 kHz linewidth and >40 dB SMSR, enabling high-power, high-performance light sources for co-packaged optics (CPO) and other silicon photonics architectures in both direct-detect and coherent-lite applications. The company is featuring a 16-channel DWDM laser source, illustrating Lumentum's readiness to support next-generation CPO architectures that require high bandwidth densities while reducing overall fiber count around a host switch or compute ASIC. The DWDM UHP Lasers are demonstrated using two ELSFP modules producing 16 simultaneous channels across a 200 GHz grid centered at 1310nm, delivering optical power of approximately 24 dBm per channel into fiber. The wavelength grid is compliant with the CW-WDM MSA.
お知らせ • Mar 03Lumentum Holdings Inc. announced that it has received $2.000000114 billion in funding from NVIDIA CorporationLumentum Holdings Inc. announced private placement to issue 2,876,415 Series A Convertible Preferred Stock at a price of $695.31 per share for the proceeds of $2,000,000,114 on March 2, 2026. Transaction involves participation of NVIDIA Corporation as a new investor. The Shares were issued and sold to investor in a private placement relying upon the exemption provided by Section 4(a)(2) of the Securities Act of 1933, as amended. The Series A Preferred Stock will convert on a one-for-one basis into shares of the Company’s common stock (the “Common Stock”) (i) at the option of the holder, provided, that, no holder may exercise this conversion right until the expiration or termination of the applicable waiting period (or any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the rules and regulations promulgated thereunder or (ii) automatically immediately before the closing of a qualified sale. The Certificate of Designation defines qualified sale as the bona fide sale of the Series A Preferred Stock to the Company or a non-affiliate of the holder.
Buy Or Sell Opportunity • Feb 26Now 21% undervaluedOver the last 90 days, the stock has risen 115% to €592. The fair value is estimated to be €749, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 151% in 2 years. Earnings are forecast to grow by 350% in the next 2 years.
Recent Insider Transactions • Feb 12Independent Chair of Board of Directors recently sold €2.2m worth of stockOn the 6th of February, Penelope Herscher sold around 5k shares on-market at roughly €453 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Penelope's only on-market trade for the last 12 months.
Reported Earnings • Feb 04Second quarter 2026 earnings released: EPS: US$1.10 (vs US$0.88 loss in 2Q 2025)Second quarter 2026 results: EPS: US$1.10 (up from US$0.88 loss in 2Q 2025). Revenue: US$665.5m (up 66% from 2Q 2025). Net income: US$78.2m (up US$139.1m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 337% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€5.7m sold).
お知らせ • Feb 04Lumentum Holdings Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the third quarter of fiscal year 2026. For the quarter, the company expected net revenue in the range of $780 million to $830 million.
お知らせ • Jan 16Lumentum Holdings Inc. Showcases Next-Generation Ultrafast and Uv Laser Platforms for Precision Manufacturing At Photonics West 2026Lumentum Holdings Inc. announced its participation in SPIE Photonics West 2026, where it will showcase high-power ultrafast, UV, and 3D sensing laser solutions designed to meet the growing precision, throughput, and reliability demands of advanced manufacturing and sensing applications. Featured products include: PicoBlade®? Core - Lumentum's latest ultrafast laser platform delivers up to 150 watts of average power with sub-12 picosecond pulses and integrated multi-wavelength output in a compact, unified design. It enables high-throughput, precision micromachining for printed circuit boards, battery cells, solar cells, and consumer electronics applications. The platform is available in NIR, Green and UV wavelengths. NQ-Series - The newest addition to Lumentum's nanosecond-pulsed laser portfolio, the NQ-Series delivers up to 500 uJ pulse energy of UV light at rates up to 60 kHz. Designed for high-throughput micromachining, the NQ-Series brings exceptional beam quality and reliability to address next-generation processing challenges. 3D Sensing VCSELs - Lumentum offers a broad portfolio of vertical-cavity surface-emitting laser (VCSEL) solutions supporting 3D sensing across a wide range of industrial and consumer applications. Scalable, high-volume manufacturing ensures consistent performance, high reliability, and power efficiency for use cases including depth sensing, object detection, and driver assistance systems.
お知らせ • Jan 06+ 1 more updateLumentum Holdings Inc. Announces Executive ChangesLumentum Holdings Inc. announced that on December 29, 2025, Matthew Sepe, Chief Accounting Officer and Senior Vice President, Finance, informed the Company of his planned retirement from the Company. Mr. Sepe will serve as the Company's Senior Vice President, Finance until his retirement in fall 2026 and will step down as the Company's Chief Accounting Officer effective as of the later of February 6, 2026 and the date upon which the Company files its Quarterly Report on Form 10-Q for the three months ended December 27, 2025. In connection with Mr. Sepe's retirement, the Board has appointed Eric Chang, who recently joined the Company as Senior Vice President, Finance, as Chief Accounting Officer effective upon the Effective Date. Mr. Chang, age 52, the Company's Senior Vice President, Finance, most recently served as Chief Financial Officer of Digilens Inc., from July 2025 until November 2025. Prior to joining Digilens, Mr. Chang served as VP, Chief Accounting Officer of Edgio Inc. from October 2022 until June 2025. Prior to Edgio, Mr. Chang served as VP, Finance and Accounting of Summit Interconnect Inc. from January 2022 until October 2022. Prior to joining Summit Interconnect, Mr. Chang served as Senior Vice President, Chief Financial Officer and Principal Accounting Officer of Aviat Networks Inc. from February 2016 until October 2021. Mr. Chang also served as Senior Director, Corporate Controller at Micrel, Incorporated, from November 2013 to February 2016, and as Senior Director, Assistant Corporate Controller and Memory Business Unit Controller at Atmel Corporation, from June 2007 to November 2013. Earlier in his career, Mr. Chang served as a Senior Manager at Ernst & Young LLP and as a Senior Associate at PricewaterhouseCoopers LLP, planning, administering and managing audit engagements of public companies in the high-tech industry and performing technical research of accounting, Sarbanes-Oxley Section 404, financial statements presentation and disclosure issues in accordance with US GAAP and SEC requirements. Mr. Chang holds a B.S. in Accounting and Computer Information Systems from Indiana University and is a certified public accountant.
Buy Or Sell Opportunity • Dec 18Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 103% to €290. The fair value is estimated to be €227, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 93% in 2 years. Earnings are forecast to grow by 293% in the next 2 years.
お知らせ • Dec 16Lumentum Holdings Inc. Appoints Thad Trent to Board of DirectorsOn December 15, 2025, the board of directors of Lumentum Holdings Inc. appointed Thad Trent to serve as a member of the Board, effective immediately. Concurrent with his appointment to the Board, Mr. Trent was also appointed to serve on the Audit Committee of the Board. Mr. Trent will serve an initial term of office expiring at the Company’s 2026 annual meeting of stockholders and until his successor is duly elected and qualified. Mr. Trent, 58, has served as Executive Vice President and Chief Financial Officer at ON Semiconductor Corporation (onsemi), a semiconductor supplier of power and sensing solutions, since February 2021. Prior to onsemi, Mr. Trent was the Chief Financial Officer at Cypress Semiconductor Corporation, a semiconductor design and manufacturing company, from June 2014 until its sale to Infineon Technologies AG in April 2020, and was Vice President, Finance from October 2005 to June 2014. He held progressive leadership positions in finance at Wyle Electronics, Zaffire Inc., Scion Photonics Inc. and Wind River Systems Inc. from 1992 to 2005. Mr. Trent holds a Bachelor of Science degree in Business Administration and Finance from San Diego State University.
Recent Insider Transactions • Nov 26Independent Director recently sold €811k worth of stockOn the 19th of November, Pamela Fletcher sold around 3k shares on-market at roughly €237 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 24Independent Director recently sold €811k worth of stockOn the 19th of November, Pamela Fletcher sold around 3k shares on-market at roughly €237 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 11VP of Finance recently sold €876k worth of stockOn the 7th of November, Matthew Sepe sold around 4k shares on-market at roughly €207 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.
Reported Earnings • Nov 06First quarter 2026 earnings released: EPS: US$0.06 (vs US$1.21 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.06 (up from US$1.21 loss in 1Q 2025). Revenue: US$533.8m (up 58% from 1Q 2025). Net income: US$4.20m (up US$86.6m from 1Q 2025). Profit margin: 0.8% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 57% per year, which means it is well ahead of earnings.
お知らせ • Nov 05Lumentum Holdings Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the second quarter of fiscal year 2026. For the quarter, the company expects Net revenue in the range of $630 million to $670 million.
Buy Or Sell Opportunity • Oct 27Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at €165. The fair value is estimated to be €131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
お知らせ • Oct 09Lumentum Holdings Inc. to Report Q1, 2026 Results on Nov 04, 2025Lumentum Holdings Inc. announced that they will report Q1, 2026 results After-Market on Nov 04, 2025
お知らせ • Oct 08Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025.
お知らせ • Sep 30Lumentum Showcases New Products and Technologies at ECOC 2025 for AI and Data Center NetworksLumentum Holdings Inc. announced several live technology and product demonstrations at ECOC, the European Conference on Optical Communications, reinforcing the company's focus on enabling AI-driven data centers and the world's largest communications networks. During the exhibition, Lumentum will showcase multiple live demonstrations: ELSFP Transceivers for CPO Architectures: Lumentum is showcasing its development of external laser source (ELS) modules in the ELSFP pluggable form factor, designed to advance co-packaged optics (CPO) architectures in high-bandwidth environments such as hyperscale data centers and AI clusters. The demonstration highlights pluggable modules incorporating Lumentum's ultra-high-power (UHP) 1310 nm lasers, enabling next-generation switches and AI processors with integrated optical connectivity. By separating the laser source from the optical engine and placing it at the system faceplate, these modules improve thermal management and reliability, while their design enhances serviceability and modularity. The ELSFP form factor provides higher system density, lower thermal loads, and improved lifetime performance, all while maintaining standards compliance. This product is expected to be sampling in calendar First Quarter 2026. Lumentum is also demonstrating its 1.6T DR8 TRO OSFP pluggable transceiver module, which provides 8x200 Gbps data connectivity over 500 meters of single-mode fiber optics targeting hyperscale Cloud and AI applications. Its TRO or "Transmit-Retimed Optical" design offers a significantly lower power dissipation compared to a Fully Retimed Optical (FRO) transceiver module. The product leverages internal Lumentum manufacturing and components and is currently ramping into volume production. Extended C+L Ultrawideband Nano-iTLA Now Sampling: In addition, Lumentum is sampling its ultrawideband narrow-linewidth InP nano-iTLA. This new laser assembly provides full tunability across more than 12.4 THz, covering both the extended C- and L- bands making it ideally suited to support the increased bandwidth demand driven by AI data centers, data center interconnects (DCI), metro, and long-haul networks. Building on Lumentum's proven, world-class external cavity laser (ECL) technology, the ultrawideband nano-iTLA is delivered in the same compact, form factor as existing solutions, with a single wideband tunable laser. It offers best-in-class narrow-linewidth performance, enabling superior signal integrity and system reach. Initial units have been delivered to key customers for evaluation in next-generation optical networks.
お知らせ • Sep 24Lumentum Holdings Inc. Announces R64 Optical Circuit Switch for Ai Data CentersLumentum Holdings Inc. announced the expansion of its Optical Circuit Switch (OCS) product line with the new R64 platform. Based on Lumentum's proven MEMS technology, the device will launch as a 64x64-port product for lower-port-count applications within AI data centers. The company will feature the new product at the ECOC exhibition in Copenhagen, Denmark, from September 29-October 1. The Lumentum R64 OCS complements the high-port count R300 OCS, and leverages decades of in-house engineering expertise in MEMS technology used widely in telecom applications. With a deep patent portfolio and more than one trillion field mirror operating hours, the OCS is designed to provide unmatched performance and high reliability for AI data centers. Key Advantages of the R64 OCS: Low Power consumption: At less than 150 W for a switch capable of carrying over 100Tbps of optical traffic, the R64 changes how an AI data center can scale by offering 80% power reduction compared to packet-based switches. Exceptional Optical Performance: MEMS technology does not require light to pass through any active medium, giving exceptionally low insertion loss and almost no polarization dependence. Flexible Optical Design: The R64 platform allows scaling to 72x72 ports, uni- or bi-directional operation, and full any-to-any fiber connectivity which removes typical OCS connectivity restrictions for bi-directional applications. Wide Band Operation: The R64 is optimized for today's O-band applications and brings exceptional performance in the C-band, due to the future-proof, bandwidth-agnostic MEMS technology. Ultra Stable: Lumentum's proprietary MEMS design is inherently stable over product lifetimes, requiring no feedback mechanism. This avoids control loop dither noise from being introduced to the optical signal while reducing overall system complexity. Compact Footprint: The compact design packs in all required features into a 2RU form factor, including redundant power supplies and cooling fans. The R64 OCS adds to Lumentum's growing portfolio of innovative photonic solutions aimed at improving AI data center scalability. Systems will begin sampling with customers in calendar Fourth Quarter 2025, with general availability expected in the second half of 2026.
