Lumentum Holdings Inc.

NasdaqGS:LITE Stock Report

Market Cap: US$55.9b

Lumentum Holdings Management

Management criteria checks 1/4

Lumentum Holdings' CEO is Michael E. Hurlston, appointed in Feb 2025, has a tenure of 1.08 years. total yearly compensation is $27.67M, comprised of 1.1% salary and 98.9% bonuses, including company stock and options. directly owns 0.025% of the company’s shares, worth $13.78M. The average tenure of the management team and the board of directors is 1.2 years and 4.8 years respectively.

Key information

Michael E. Hurlston

Chief executive officer

US$27.7m

Total compensation

CEO salary percentage1.14%
CEO tenure1.1yrs
CEO ownership0.02%
Management average tenure1.2yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

Lumentum Holdings: The Laser Winner In AI

Feb 25

After Leaping 27% Lumentum Holdings Inc. (NASDAQ:LITE) Shares Are Not Flying Under The Radar

Feb 06
After Leaping 27% Lumentum Holdings Inc. (NASDAQ:LITE) Shares Are Not Flying Under The Radar

Lumentum Holdings Inc.'s (NASDAQ:LITE) P/S Is Still On The Mark Following 44% Share Price Bounce

Dec 16
Lumentum Holdings Inc.'s (NASDAQ:LITE) P/S Is Still On The Mark Following 44% Share Price Bounce

Lumentum Holdings (NASDAQ:LITE) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Nov 12
Lumentum Holdings (NASDAQ:LITE) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Revenues Tell The Story For Lumentum Holdings Inc. (NASDAQ:LITE) As Its Stock Soars 29%

Oct 02
Revenues Tell The Story For Lumentum Holdings Inc. (NASDAQ:LITE) As Its Stock Soars 29%

Should You Investigate Lumentum Holdings Inc. (NASDAQ:LITE) At US$85.78?

Jun 17
Should You Investigate Lumentum Holdings Inc. (NASDAQ:LITE) At US$85.78?

Lumentum Holdings Inc. (NASDAQ:LITE) Stocks Shoot Up 50% But Its P/S Still Looks Reasonable

May 20
Lumentum Holdings Inc. (NASDAQ:LITE) Stocks Shoot Up 50% But Its P/S Still Looks Reasonable

Would Lumentum Holdings (NASDAQ:LITE) Be Better Off With Less Debt?

May 16
Would Lumentum Holdings (NASDAQ:LITE) Be Better Off With Less Debt?
User avatar

Cloud And AI Markets Will Power Future Manufacturing Capacity

Expansion in laser transmitter chips and optical circuit switch production is expected to boost revenue growth through increased capacity in cloud and AI markets.

Lumentum: Improvements Finally Come Through

Apr 22

The Price Is Right For Lumentum Holdings Inc. (NASDAQ:LITE) Even After Diving 26%

Apr 05
The Price Is Right For Lumentum Holdings Inc. (NASDAQ:LITE) Even After Diving 26%

Lumentum Holdings: Upgrade To Strong Buy As Earnings Validate My Bull Thesis

Feb 14

Lumentum: Glowing Path Ahead

Dec 18

CEO Compensation Analysis

How has Michael E. Hurlston's remuneration changed compared to Lumentum Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 27 2025n/an/a

US$252m

Sep 27 2025n/an/a

US$113m

Jun 28 2025US$28mUS$315k

US$26m

Compensation vs Market: Michael E.'s total compensation ($USD27.67M) is above average for companies of similar size in the US market ($USD13.27M).

Compensation vs Earnings: Insufficient data to compare Michael E.'s compensation with company performance.


CEO

Michael E. Hurlston (58 yo)

1.1yrs
Tenure
US$27,670,076
Compensation

Mr. Michael E. Hurlston serves as an Director at Flex Ltd. since September 15, 2020. He is Director at Flextronics International, Ltd.since September 2020. He serves as an Independent Director for Astera...


Leadership Team

NamePositionTenureCompensationOwnership
Michael E. Hurlston
President1.1yrsUS$27.67m0.025%
$ 13.8m
Wajid Ali
Executive VP & CFO7.1yrsUS$4.85m0.10%
$ 56.1m
Jae Kim
Senior VP2yrsUS$2.55m0.0038%
$ 2.1m
Vincent Retort
Executive VP of Module Business Unit3.2yrsUS$5.66m0.13%
$ 75.2m
Wupen Yuen
President of Global Business Units4.2yrsUS$5.39m0.12%
$ 69.3m
Eric Chang
Chief Accounting Officerless than a yearno datano data
Kathryn Ta
Vice President of Investor Relationsno datano datano data
Rafik Ward
Senior VPless than a yearno datano data
Heather Paschall
Senior VP & CHROless than a yearno datano data
John Bagatelos
Senior Vice President of Worldwide Sales1.2yrsno datano data
Michael Brooker
Executive VP & Chief Transformation Officer1.2yrsno datano data
Jeff Brown
Senior Vice President of Fab Operationsless than a yearno datano data
1.2yrs
Average Tenure
54.5yo
Average Age

Experienced Management: LITE's management team is not considered experienced ( 1.2 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Michael E. Hurlston
President1.1yrsUS$27.67m0.025%
$ 13.8m
Ian Small
Independent Director7.3yrsUS$377.84k0.035%
$ 19.5m
Penelope Herscher
Independent Chair of Board of Directors10.6yrsUS$455.34k0.056%
$ 31.5m
Brian Lillie
Independent Director10.6yrsUS$354.84k0.030%
$ 16.7m
Thad Trent
Directorless than a yearno datano data
Paul Lundstrom
Independent Director1.3yrsUS$148.55k0.0033%
$ 1.9m
Pamela Fletcher
Independent Director3.1yrsUS$354.84k0.0075%
$ 4.2m
Julia Johnson
Independent Director8.3yrsUS$369.84k0.012%
$ 6.8m
Isaac Harris
Independent Director4.8yrsUS$354.84k0.015%
$ 8.4m
4.8yrs
Average Tenure
58yo
Average Age

Experienced Board: LITE's board of directors are considered experienced (4.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/03 22:44
End of Day Share Price 2026/03/03 00:00
Earnings2025/12/27
Annual Earnings2025/06/28

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.

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 Github.

Analyst Sources

Lumentum Holdings Inc. is covered by 28 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Skye ChenAletheia Analyst Network Limited
Thomas O'MalleyBarclays
Karl AckermanBNP Paribas