Coherent vs Lumentum Holdings
Both are primarily Photonics & Optics companies. Lumentum Holdings is larger by market cap ($97.4B vs $66.0B). Coherent reports higher tracked revenue ($7.1B vs $3.0B).
Shared segment: Distribution & Misc.
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Side-by-side
| Coherent | Lumentum Holdings | |
|---|---|---|
| Market cap | $66.0B | $97.4B |
| Revenue | $7.1B (FY2026) | $3.0B (FY2026) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 3 | 4 |
| Tracked customers | 23 | 22 |
| Chokepoint / criticality | 68/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Coherent and Lumentum Holdings compare
- Size: Lumentum Holdings is the larger company by market cap.
- Revenue: Coherent reports higher tracked revenue.
- Supply-chain criticality: Both companies have the same chokepoint score (68/100).
- Footprint: Coherent (United States) vs Lumentum Holdings (United States).
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Cite as: wafergraph, “Coherent vs Lumentum Holdings”, https://wafergraph.com/compare/coherent-vs-lumentum (data as of 2026-10-04).
Frequently asked questions3
- Is Coherent bigger than Lumentum Holdings?
- Lumentum Holdings is larger by market cap ($97.4B vs $66.0B).
- What's the difference between Coherent and Lumentum Holdings?
- Coherent is a major in Photonics & Optics 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 Coherent's and Lumentum Holdings's suppliers?
- wafergraph tracks 3 suppliers for Coherent and 4 for Lumentum Holdings — Coherent's include Fabrinet, Lumentum Holdings, Broadcom; Lumentum Holdings's include Fabrinet, IQE, Coherent.