Applied Optoelectronics vs Lumentum Holdings
Both are primarily Photonics & Optics companies. Lumentum Holdings is larger by market cap ($95.0B vs $9.0B). Lumentum Holdings reports higher tracked revenue ($3.0B vs $456M).
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Side-by-side
| Applied Optoelectronics | Lumentum Holdings | |
|---|---|---|
| Market cap | $9.0B | $95.0B |
| Revenue | $456M (FY2025) | $3.0B (FY2026) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | niche | major |
| Country | United States | United States |
| Tracked suppliers | 3 | 4 |
| Tracked customers | 5 | 22 |
| Chokepoint / criticality | 50/100 | 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 Applied Optoelectronics and Lumentum Holdings compare
- Size: Lumentum Holdings is the larger company by market cap.
- Revenue: Lumentum Holdings reports higher tracked revenue.
- Supply-chain criticality: Lumentum Holdings has the higher chokepoint score (68/100 vs 50/100).
- Footprint: Applied Optoelectronics (United States) vs Lumentum Holdings (United States).
Company hubs
Applied Optoelectronics · Lumentum Holdings · Distribution & Misc segment
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Cite as: wafergraph, “Applied Optoelectronics vs Lumentum Holdings”, https://wafergraph.com/compare/applied_opto-vs-lumentum (data as of 2026-10-09).
Frequently asked questions3
- Is Applied Optoelectronics bigger than Lumentum Holdings?
- Lumentum Holdings is larger by market cap ($95.0B vs $9.0B).
- What's the difference between Applied Optoelectronics and Lumentum Holdings?
- Applied Optoelectronics is a niche 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 Applied Optoelectronics's and Lumentum Holdings's suppliers?
- wafergraph tracks 3 suppliers for Applied Optoelectronics and 4 for Lumentum Holdings; Lumentum Holdings's include Fabrinet, IQE, Coherent.