Compare · AD vs LITE
AD vs LITE
Side-by-side comparison of Array Digital Infrastructure Inc. (AD) and Lumentum Holdings Inc. (LITE): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AD and LITE operate in Telecommunications Equipment (Telecommunications), so they compete in similar markets.
- LITE is the larger of the two at $81.19B, about 28.0x AD ($2.90B).
- Over the past year, AD is down 32.8% and LITE is up 410.6% - LITE leads by 443.4 points.
- LITE has hit the wire 20 times in the past 4 weeks while AD has been quiet.
- LITE has more recent analyst coverage (25 ratings vs 4 for AD).
- Company
- Array Digital Infrastructure Inc.
- Lumentum Holdings Inc.
- Price
- $33.45-0.07%
- $833.77-4.13%
- Market cap
- $2.90B
- $81.19B
- 1M return
- -9.07%
- -6.66%
- 1Y return
- -32.79%
- +410.61%
- Industry
- Telecommunications Equipment
- Telecommunications Equipment
- Exchange
- NYSE
- NASDAQ
- IPO
- 1988
- News (4w)
- 0
- 20
- Recent ratings
- 4
- 25
Lumentum Holdings Inc.
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. It offers tunable transponders, transceivers, and transmitter modules; tunable lasers, receivers, and modulators; transport products, such as reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors, as well as components, including 980nm, multi-mode, and Raman pumps; and switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules. This segment also provides Super Transport Blade, which integrates optical transport functions into a single-slot blade; vertical-cavity surface-emitting lasers; directly modulated and electro-absorption modulated lasers; and laser illumination sources for 3D sensing systems. It serves customers in telecommunications, data communications, and consumer and industrial markets. The Commercial Lasers segment offers diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers for use in original equipment manufacturer applications. It serves customers in markets and applications, such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining. Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California.
Latest AD
- Director Harczak Harry J Jr sold $260,909 worth of shares (6,832 units at $38.19), decreasing direct ownership by 32% to 14,415 units (SEC Form 4)
- Telephone and Data Systems Announces It Is No Longer Pursuing the Acquisition of Public Shares of Array Digital Infrastructure
- SEC Form 10-Q filed by Array Digital Infrastructure Inc.
- Array Digital Infrastructure Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Array reports second quarter 2026 results
- Amendment: SEC Form SCHEDULE 13G/A filed by Array Digital Infrastructure Inc.
- TDS and Array to release second quarter operating results and host conference call on August 7, 2026
- Array Digital Infrastructure Inc. filed SEC Form 8-K: Completion of Acquisition or Disposition of Assets, Other Events, Financial Statements and Exhibits
- Array completes sale of select spectrum assets to Verizon for $1.0 billion
- Array Digital Infrastructure Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders
Latest LITE
- Lumentum, Astera Labs, and Corning to Demonstrate 1060 nm VCSEL-Based PCIe over Optics for AI Rack-Scale Connectivity at the 2026 OCP Global Summit
- SEC Form DEFA14A filed by Lumentum Holdings Inc.
- SEC Form DEF 14A filed by Lumentum Holdings Inc.
- Lumentum Announces Reporting Date for Fiscal First Quarter 2027 Financial Results
- EVP & CHIEF FINANCIAL OFFICER Ali Wajid sold $25,732,287 worth of shares (24,542 units at $1,048.50) as part of a pre-agreed trading plan, decreasing direct ownership by 25% to 75,074 units (SEC Form 4)
- SEC Form 144 filed by Lumentum Holdings Inc.
- Lumentum Announces Speaker Lineup at 2026 OCP Global Summit
- PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen sold $764,365 worth of shares (807 units at $947.17) as part of a pre-agreed trading plan, decreasing direct ownership by 0.74% to 108,320 units (SEC Form 4)
- Bernstein initiated coverage on Lumentum with a new price target
- SEC Form 144 filed by Lumentum Holdings Inc.