Lumentum Holdings Inc.


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Lumentum Holdings delivered a disappointing set of results as the company was unable to meet the revenue as well as earnings expectations of Wall Street. As customers who had built up inventories due to supply concerns are now reducing their inventories with easing supply risks, the company’s team of experts remains confident in its competitiveness and market share position in the optical communications and commercial lasers segment. Lumentum’s functional and vertical integration in Photonics sets it apart and positions it well in the emerging carrier and spatial division multiplexing era, with growing opportunities in automotive solid-state LiDAR and industrial applications. The company’s commercial lasers business is also expanding into high-growth areas such as solar cells, advanced semiconductors, electric vehicles, and display manufacturing. In the near term, Lumentum is prioritizing expense controls and cash generation while continuing to focus on new product development and customer satisfaction. We give Lumentum Holdings Inc. a ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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