Lenovo vs Lumentum Holdings
Lumentum Holdings is larger by market cap ($63.8B vs $45.9B). Lenovo reports higher tracked revenue ($83.1B vs $1.6B). Lenovo's primary segment is Systems & ODM (AI servers); Lumentum Holdings's is Photonics & Optics.
Shared segment: Distribution & Misc.
Side-by-side
| Lenovo | Lumentum Holdings | |
|---|---|---|
| Market cap | $45.9B | $63.8B |
| Revenue | $83.1B (FY2026) | $1.6B (FY2025) |
| Primary segment | Systems & ODM (AI servers) | Photonics & Optics |
| Market position | major | major |
| Country | Hong Kong | United States |
| Tracked suppliers | 10 | 4 |
| Tracked customers | 5 | 22 |
| Chokepoint / criticality | 8/100 | 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 Lenovo and Lumentum Holdings compare
- Size: Lumentum Holdings is the larger company by market cap.
- Revenue: Lenovo reports higher tracked revenue.
- Supply-chain criticality: Lumentum Holdings has the higher chokepoint score (68/100 vs 8/100).
- Footprint: Lenovo (Hong Kong) vs Lumentum Holdings (United States).