Fabrinet vs Lumentum Holdings
Lumentum Holdings is larger by market cap ($63.8B vs $20.1B). Fabrinet reports higher tracked revenue ($3.4B vs $1.6B). Both are primarily Photonics & Optics companies.
Shared segment: Distribution & Misc.
Side-by-side
| Fabrinet | Lumentum Holdings | |
|---|---|---|
| Market cap | $20.1B | $63.8B |
| Revenue | $3.4B (FY2025) | $1.6B (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | major | major |
| Country | Thailand | United States |
| Tracked suppliers | 3 | 4 |
| Tracked customers | 5 | 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 Fabrinet and Lumentum Holdings compare
- Size: Lumentum Holdings is the larger company by market cap.
- Revenue: Fabrinet reports higher tracked revenue.
- Supply-chain criticality: Fabrinet has the higher chokepoint score (68/100 vs 68/100).
- Footprint: Fabrinet (Thailand) vs Lumentum Holdings (United States).