Cloud and networking
This segment makes optical components and modules that move data inside data centers and across fiber networks. The products include lasers, transceivers, and other parts that help send and receive light signals for high...
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Lumentum Holdings Inc
F:LU2
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Master Drilling Group Ltd
F:I49
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Realty Income Corp
BMV:O
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Ramsdens Holdings PLC
LSE:RFX
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Nextdoor Holdings Inc
NYSE:NXDR
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Lennox International Inc
NYSE:LII
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China International Capital Corp Ltd
SWB:CIM
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Sungmoon Electronics Co Ltd
KRX:014915
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Minth Group Ltd
F:M3I
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Zhejiang Juhua Co Ltd
SSE:600160
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China Life Insurance Co Ltd
XHAM:CHL
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Adicet Bio Inc
NASDAQ:ACET
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MetalQuest Mining Inc
XTSX:MQM
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Lumentum Holdings makes optical and photonic components that move, shape, and measure light. Its main products include lasers, optical transceivers, and other parts used in fiber-optic networks, data centers, and precision manufacturing equipment. It sells these products to equipment makers and large technology customers, rather than to consumers.
The company also supplies laser-based parts used in consumer devices, industrial systems, and some medical and sensing applications. In practice, Lumentum sits early in the supply chain: its parts go into larger systems made by network vendors, cloud infrastructure companies, and device makers. Customers buy these components because they need fast data transmission, accurate sensing, and reliable laser performance.
Lumentum makes money by selling hardware components and modules, often under supply agreements with repeat customers. What makes its business distinct is that it is not a finished-device brand; it is a specialized parts supplier in the photonics industry. That gives it exposure to long-term demand for faster communications and more precise light-based technology.
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