Aeva Technologies vs Lumentum Holdings
Lumentum Holdings is larger by market cap ($63.8B vs $1.7B). Lumentum Holdings reports higher tracked revenue ($1.6B vs $18M). Both are primarily Photonics & Optics companies.
Shared segment: Distribution & Misc.
Side-by-side
| Aeva Technologies | Lumentum Holdings | |
|---|---|---|
| Market cap | $1.7B | $63.8B |
| Revenue | $18M (FY2025) | $1.6B (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | niche | major |
| Country | United States | United States |
| Tracked suppliers | 4 | 4 |
| Tracked customers | 3 | 22 |
| Chokepoint / criticality | 50/100 | 68/100 |
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 Aeva Technologies and Lumentum Holdings 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: Aeva Technologies (United States) vs Lumentum Holdings (United States).
Company hubs
Aeva Technologies · Lumentum Holdings · Distribution & Misc segment