Lumentum Holdings vs POET Technologies
Lumentum Holdings is larger by market cap ($63.8B vs $1.5B). Lumentum Holdings reports higher tracked revenue ($1.6B vs $1M). Both are primarily Photonics & Optics companies.
Shared segment: Distribution & Misc.
Side-by-side
| Lumentum Holdings | POET Technologies | |
|---|---|---|
| Market cap | $63.8B | $1.5B |
| Revenue | $1.6B (FY2025) | $1M (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | major | niche |
| Country | United States | Canada |
| Tracked suppliers | 4 | 3 |
| Tracked customers | 22 | 3 |
| Chokepoint / criticality | 68/100 | 50/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Lumentum Holdings and POET Technologies compare
- Size: Lumentum Holdings is the larger company by market cap.
- 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 POET Technologies (Canada).
Company hubs
Lumentum Holdings · POET Technologies · Distribution & Misc segment