What's the difference between Ciena and Lumentum Holdings?

Ciena is a major in Networking & Systems based in United States; Lumentum Holdings is a major in Photonics & Optics based in United States. Both operate in the Distribution & Misc segment.

Who are Ciena's and Lumentum Holdings's suppliers?

wafergraph tracks 4 suppliers for Ciena and 4 for Lumentum Holdings; Lumentum Holdings's include Fabrinet, IQE, Coherent.

Ciena vs Lumentum Holdings

Ciena's primary segment is Networking & Systems; Lumentum Holdings's is Photonics & Optics. Lumentum Holdings is larger by market cap ($95.0B vs $60.4B). Ciena reports higher tracked revenue ($4.8B vs $3.0B).

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Side-by-side

	Ciena	Lumentum Holdings
Market cap	$60.4B	$95.0B
Revenue	$4.8B (FY2025)	$3.0B (FY2026)
Primary segment	Networking & Systems	Photonics & Optics
Market position	major	major
Country	United States	United States
Tracked suppliers	4	4
Tracked customers	3	22
Chokepoint / criticality	68/100	68/100

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 Ciena and Lumentum Holdings compare

Size: Lumentum Holdings is the larger company by market cap.
Revenue: Ciena reports higher tracked revenue.
Supply-chain criticality: Both companies have the same chokepoint score (68/100).
Footprint: Ciena (United States) vs Lumentum Holdings (United States).

Company hubs

Ciena · Lumentum Holdings · Distribution & Misc segment

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Cite as: wafergraph, “Ciena vs Lumentum Holdings”, https://wafergraph.com/compare/ciena-vs-lumentum (data as of 2026-10-09).

Frequently asked questions3

Is Ciena bigger than Lumentum Holdings?: Lumentum Holdings is larger by market cap ($95.0B vs $60.4B).
What's the difference between Ciena and Lumentum Holdings?: Ciena is a major in Networking & Systems based in United States; Lumentum Holdings is a major in Photonics & Optics based in United States. Both operate in the Distribution & Misc segment.
Who are Ciena's and Lumentum Holdings's suppliers?: wafergraph tracks 4 suppliers for Ciena and 4 for Lumentum Holdings; Lumentum Holdings's include Fabrinet, IQE, Coherent.