Lumentum posted a blowout fiscal first quarter, with revenue surging 137% and adjusted earnings quadrupling to $4.57 a share. Management guided a strong second quarter driven by continued optics demand. The results came as Marvell unveiled a $115 billion all-stock deal to buy the company.
Lumentum is among a limited number of firms that can meet exploding demand tied to AI infrastructure investment, which should produce meaningful excess
AI remains the key driver of returns for Lumentum, and any meaningful disruption in related infrastructure buildouts could result in far weaker demand than expected.
Metric | LITE | COHR | NOK |
|---|---|---|---|
Price/Earnings (Normalized) | 45.52 | 18.42 | 13.41 |
Price/Book Value | 10.67 | 3.35 | 1.80 |
Price/Sales | 11.58 | 4.83 | 1.83 |
Price/Cash Flow | 28.89 | 25.01 | 14.25 |
Metric | LITE | COHR | NOK |
|---|---|---|---|
Quick Ratio | 1.13 | 0.99 | 1.18 |
Current Ratio | 1.61 | 2.29 | 1.46 |
Interest Coverage | −371.97 | 6.56 | — |
Metric | LITE | COHR | NOK |
|---|---|---|---|
Return on Assets (Normalized) | 18.64% | 6.78% | 5.66% |
Return on Equity (Normalized) | 41.87% | 12.28% | 10.10% |
Return on Invested Capital (Normalized) | 20.23% | 9.52% | 7.13% |
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