Cisco Systems vs Lumentum Holdings
Cisco Systems is larger by market cap ($474.7B vs $63.8B). Cisco Systems reports higher tracked revenue ($56.7B vs $1.6B). Cisco Systems's primary segment is Networking & Systems; Lumentum Holdings's is Photonics & Optics.
Side-by-side
| Cisco Systems | Lumentum Holdings | |
|---|---|---|
| Market cap | $474.7B | $63.8B |
| Revenue | $56.7B (FY2025) | $1.6B (FY2025) |
| Primary segment | Networking & Systems | Photonics & Optics |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 22 | 4 |
| Tracked customers | 1 | 22 |
| Chokepoint / criticality | 7/100 | 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 Cisco Systems and Lumentum Holdings compare
- Size: Cisco Systems is the larger company by market cap.
- Revenue: Cisco Systems reports higher tracked revenue.
- Supply-chain criticality: Lumentum Holdings has the higher chokepoint score (68/100 vs 7/100).
- Footprint: Cisco Systems (United States) vs Lumentum Holdings (United States).