Lumentum Holdings vs nLight
Both are primarily Photonics & Optics companies. Lumentum Holdings has a tracked market cap of $95.0B; nLight is currently unpriced in the dataset. Lumentum Holdings reports higher tracked revenue ($3.0B vs $261M).
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Side-by-side
| Lumentum Holdings | nLight | |
|---|---|---|
| Market cap | $95.0B | Unpriced |
| Revenue | $3.0B (FY2026) | $261M (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | major | niche |
| Country | United States | United States |
| Tracked suppliers | 4 | 3 |
| Tracked customers | 22 | 3 |
| Chokepoint / criticality | 68/100 | 50/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Lumentum Holdings and nLight compare
- Revenue: Lumentum Holdings reports higher tracked revenue.
- Supply-chain criticality: Lumentum Holdings has the higher chokepoint score (68/100 vs 50/100).
- Footprint: Lumentum Holdings (United States) vs nLight (United States).
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Cite as: wafergraph, “Lumentum Holdings vs nLight”, https://wafergraph.com/compare/lumentum-vs-nlight (data as of 2026-10-09).
Frequently asked questions3
- Is Lumentum Holdings bigger than nLight?
- By tracked revenue, Lumentum Holdings is larger ($3.0B vs $261M).
- What's the difference between Lumentum Holdings and nLight?
- Lumentum Holdings is a major in Photonics & Optics based in United States; nLight is a niche in Photonics & Optics based in United States. Both operate in the Distribution & Misc segment.
- Who are Lumentum Holdings's and nLight's suppliers?
- wafergraph tracks 4 suppliers for Lumentum Holdings and 3 for nLight — Lumentum Holdings's include Fabrinet, IQE, Coherent.