Lumentum Holdings vs POET Technologies
Both are primarily Photonics & Optics companies. Lumentum Holdings is larger by market cap ($95.0B vs $1.2B). Lumentum Holdings reports higher tracked revenue ($3.0B vs $1M).
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Side-by-side
| Lumentum Holdings | POET Technologies | |
|---|---|---|
| Market cap | $95.0B | $1.2B |
| Revenue | $3.0B (FY2026) | $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 2026-10-09. 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
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Cite as: wafergraph, “Lumentum Holdings vs POET Technologies”, https://wafergraph.com/compare/lumentum-vs-poet (data as of 2026-10-09).
Frequently asked questions3
- Is Lumentum Holdings bigger than POET Technologies?
- Lumentum Holdings is larger by market cap ($95.0B vs $1.2B).
- What's the difference between Lumentum Holdings and POET Technologies?
- Lumentum Holdings is a major in Photonics & Optics based in United States; POET Technologies is a niche in Photonics & Optics based in Canada. Both operate in the Distribution & Misc segment.
- Who are Lumentum Holdings's and POET Technologies's suppliers?
- wafergraph tracks 4 suppliers for Lumentum Holdings and 3 for POET Technologies — Lumentum Holdings's include Fabrinet, IQE, Coherent.