Lumentum Holdings Inc.

NasdaqGS:LITE Stock Report

Market Cap: US$5.8b

Lumentum Holdings Management

Management criteria checks 3/4

Lumentum Holdings' CEO is Alan Lowe, appointed in Jul 2015, has a tenure of 9.42 years. total yearly compensation is $12.08M, comprised of 7.5% salary and 92.5% bonuses, including company stock and options. directly owns 0.44% of the company’s shares, worth $25.60M. The average tenure of the management team and the board of directors is 4.4 years and 7.1 years respectively.

Key information

Alan Lowe

Chief executive officer

US$12.1m

Total compensation

CEO salary percentage7.5%
CEO tenure9.4yrs
CEO ownership0.4%
Management average tenure4.4yrs
Board average tenure7.1yrs

Recent management updates

Recent updates

Lumentum: Glowing Path Ahead

Dec 18

Market Participants Recognise Lumentum Holdings Inc.'s (NASDAQ:LITE) Revenues Pushing Shares 26% Higher

Nov 20
Market Participants Recognise Lumentum Holdings Inc.'s (NASDAQ:LITE) Revenues Pushing Shares 26% Higher

US$86.00 - That's What Analysts Think Lumentum Holdings Inc. (NASDAQ:LITE) Is Worth After These Results

Nov 12
US$86.00 - That's What Analysts Think Lumentum Holdings Inc. (NASDAQ:LITE) Is Worth After These Results

3 Takeaways From Lumentum's Q1 Report (Reaffirm Buy Rating)

Nov 08

Lumentum Holdings: No Issues Achieving Quarterly Revenue Target

Oct 02

Lumentum Holdings Inc. (NASDAQ:LITE) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable

Sep 01
Lumentum Holdings Inc. (NASDAQ:LITE) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable

Why Lumentum Holdings Rose After Posting Fourth-Quarter Results

Aug 19

Investors Appear Satisfied With Lumentum Holdings Inc.'s (NASDAQ:LITE) Prospects As Shares Rocket 26%

Jul 12
Investors Appear Satisfied With Lumentum Holdings Inc.'s (NASDAQ:LITE) Prospects As Shares Rocket 26%

Lumentum Holdings: A Poor Performance, Living On The Promise

Jul 07

Does Lumentum Holdings (NASDAQ:LITE) Have A Healthy Balance Sheet?

Jun 04
Does Lumentum Holdings (NASDAQ:LITE) Have A Healthy Balance Sheet?

Investors Interested In Lumentum Holdings Inc.'s (NASDAQ:LITE) Revenues

Apr 27
Investors Interested In Lumentum Holdings Inc.'s (NASDAQ:LITE) Revenues

Is Lumentum Holdings (NASDAQ:LITE) A Risky Investment?

Mar 04
Is Lumentum Holdings (NASDAQ:LITE) A Risky Investment?

Lumentum Holdings: Positive Growth Outlook Despite Inventory Situation

Feb 21

Should You Investigate Lumentum Holdings Inc. (NASDAQ:LITE) At US$49.59?

Feb 15
Should You Investigate Lumentum Holdings Inc. (NASDAQ:LITE) At US$49.59?

Some Confidence Is Lacking In Lumentum Holdings Inc.'s (NASDAQ:LITE) P/S

Jan 25
Some Confidence Is Lacking In Lumentum Holdings Inc.'s (NASDAQ:LITE) P/S

Are Investors Undervaluing Lumentum Holdings Inc. (NASDAQ:LITE) By 36%?

Jan 04
Are Investors Undervaluing Lumentum Holdings Inc. (NASDAQ:LITE) By 36%?

Lumentum Holdings expands in Slovenia

Oct 10

CEO Compensation Analysis

How has Alan Lowe's remuneration changed compared to Lumentum Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 28 2024n/an/a

-US$561m

Jun 29 2024US$12mUS$904k

-US$546m

Mar 30 2024n/an/a

-US$354m

Dec 30 2023n/an/a

-US$266m

Sep 30 2023n/an/a

-US$199m

Jul 01 2023US$14mUS$981k

-US$132m

Apr 01 2023n/an/a

-US$37m

Dec 31 2022n/an/a

US$29m

Oct 01 2022n/an/a

US$117m

Jul 02 2022US$11mUS$881k

US$199m

Apr 02 2022n/an/a

US$186m

Jan 01 2022n/an/a

US$385m

Oct 02 2021n/an/a

US$412m

Jul 03 2021US$10mUS$806k

US$397m

Apr 03 2021n/an/a

US$371m

Dec 26 2020n/an/a

US$189m

Sep 26 2020n/an/a

US$155m

Jun 27 2020US$10mUS$800k

US$136m

Mar 28 2020n/an/a

US$114m

Dec 28 2019n/an/a

-US$3m

Sep 28 2019n/an/a

-US$36m

Jun 29 2019US$9mUS$785k

-US$38m

Mar 30 2019n/an/a

US$20m

Dec 29 2018n/an/a

US$97m

Sep 29 2018n/an/a

US$281m

Jun 30 2018US$7mUS$735k

US$242m

Compensation vs Market: Alan's total compensation ($USD12.08M) is above average for companies of similar size in the US market ($USD8.04M).

Compensation vs Earnings: Alan's compensation has been consistent with company performance over the past year.

CEO

Alan Lowe (62 yo)

9.4yrs

Tenure

US$12,077,066

Compensation

Mr. Alan S. Lowe is Director of Qorvo, Inc. from November 11, 2024. Mr. Lowe has been the Chief Executive Officer and President of Lumentum Holdings Inc. since July 2015. Mr. Lowe is experienced in general...

Leadership Team

NamePositionTenureCompensationOwnership
Alan Lowe
President9.4yrsUS$12.08m0.44%
$ 25.6m
Wajid Ali
Executive VP & CFO5.8yrsUS$4.42m0.082%
$ 4.8m
Jae Kim
Senior VPless than a yearUS$2.08mno data
Vincent Retort
President of Industrial Tech & Chief Business Officer1.9yrsUS$5.18m0.21%
$ 12.6m
Wupen Yuen
President of Cloud & Networking2.9yrsUS$5.61m0.14%
$ 8.3m
Misha Rozenberg
Executive VP of Global Operations & Chief Quality Officer1.9yrsno datano data
Matthew Sepe
VP of Finance6.5yrsno data0.031%
$ 1.8m
Kathryn Ta
Vice President of Investor Relationsno datano datano data
Christopher Coldren
Senior VP and Chief Strategy & Corporate Development Officer5.9yrsUS$1.86mno data
Dennis Tong
Group VP & GM of Cloud and Networkingno datano datano data

4.4yrs

Average Tenure

54yo

Average Age

Experienced Management: LITE's management team is considered experienced (4.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Alan Lowe
President9.3yrsUS$12.08m0.44%
$ 25.6m
Harold Covert
Independent Director9.3yrsUS$347.23k0%
$ 0
Ian Small
Independent Director6yrsUS$336.43k0.036%
$ 2.1m
Penelope Herscher
Independent Chair of Board of Directors9.3yrsUS$405.73k0.067%
$ 3.9m
Brian Lillie
Independent Director9.3yrsUS$315.73k0.031%
$ 1.8m
Paul Lundstrom
Independent Directorno datano datano data
Pamela Fletcher
Independent Director1.8yrsUS$315.73k0.0087%
$ 510.3k
Julia Johnson
Independent Director7.1yrsUS$329.23k0.029%
$ 1.7m
Isaac Harris
Independent Director3.5yrsUS$315.73k0.020%
$ 1.2m

7.1yrs

Average Tenure

59yo

Average Age

Experienced Board: LITE's board of directors are considered experienced (7.1 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:37
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/28
Annual Earnings2024/06/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lumentum Holdings Inc. is covered by 27 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Thomas O'MalleyBarclays
Karl AckermanBNP Paribas Exane