Apple vs Lumentum Holdings
Apple is larger by market cap ($4.67T vs $79.0B). Apple reports higher tracked revenue ($416.2B vs $3.0B). Apple's primary segment is Custom Silicon Designers; Lumentum Holdings's is Photonics & Optics.
Side-by-side
| Apple | Lumentum Holdings | |
|---|---|---|
| Market cap | $4.67T | $79.0B |
| Revenue | $416.2B (FY2025) | $3.0B (FY2026) |
| Primary segment | Custom Silicon Designers | Photonics & Optics |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 121 | 4 |
| Tracked customers | 0 | 22 |
| Chokepoint / criticality | 0/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-09-05. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Apple and Lumentum Holdings compare
- Size: Apple is the larger company by market cap.
- Revenue: Apple reports higher tracked revenue.
- Supply-chain criticality: Lumentum Holdings has the higher chokepoint score (68/100 vs 0/100).
- Footprint: Apple (United States) vs Lumentum Holdings (United States).
Company hubs
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Cite as: wafergraph, “Apple vs Lumentum Holdings”, https://wafergraph.com/compare/apple-vs-lumentum (data as of 2026-09-05).