Coherent vs Lumentum Holdings
Coherent is larger by market cap ($64.3B vs $63.8B). Coherent reports higher tracked revenue ($5.8B vs $1.6B). Both are primarily Photonics & Optics companies.
Shared segment: Distribution & Misc.
Side-by-side
| Coherent | Lumentum Holdings | |
|---|---|---|
| Market cap | $64.3B | $63.8B |
| Revenue | $5.8B (FY2025) | $1.6B (FY2025) |
| 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 2026-08-12. 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: Coherent is the larger company by market cap.
- Revenue: Coherent reports higher tracked revenue.
- Supply-chain criticality: Coherent has the higher chokepoint score (68/100 vs 68/100).
- Footprint: Coherent (United States) vs Lumentum Holdings (United States).