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Lumentum Holdings Inc

LITE
๎˜น
์ƒ์„ธ ์ฐจํŠธ ๋ณด๊ธฐ
786.980USD
+58.030+7.96%
์‹œ์žฅ ์šด์˜ ์‹œ๊ฐ„ย ๏ผˆET๏ผ‰์‹œ์„ธ๋Š” 15๋ถ„ ์ง€์—ฐ๋ฉ๋‹ˆ๋‹ค
36.83B์‹œ๊ฐ€์ด์•ก
216.81P/E TTM
๎™

Lumentum Holdings Inc

786.980
+58.030+7.96%
Intraday
1m
30m
1h
D
W
M
D

์˜ค๋Š˜

+7.96%

5์ผ

+21.16%

1๊ฐœ์›”

+14.34%

6๊ฐœ์›”

+415.21%

์˜ฌํ•ด ํ˜„์žฌ๊นŒ์ง€

+113.51%

1๋…„

+968.83%

์ƒ์„ธ ์ฐจํŠธ ๋ณด๊ธฐ

TradingKey Lumentum Holdings Inc ์ฃผ์‹ ์ ์ˆ˜๎˜

ํ†ตํ™”: USD ๋งˆ์ง€๋ง‰ ์—…๋ฐ์ดํŠธ: 2026-03-24

์ฃผ์š” ์ธ์‚ฌ์ดํŠธ

Lumentum Holdings Inc์˜ ํŽ€๋”๋ฉ˜ํ„ธ์€ ๋น„๊ต์  ์•ˆ์ •์  ์ƒํƒœ์ด๋ฉฐ, ESG ๊ณต์‹œ๋Š” ์—…๊ณ„๋ฅผ ์„ ๋„ํ•˜๋Š” ์ˆ˜์ค€์ž…๋‹ˆ๋‹ค.์„ฑ์žฅ ์ž ์žฌ๋ ฅ์€ ๋†’์Šต๋‹ˆ๋‹ค.๊ธฐ์—…์˜ ๋ฐธ๋ฅ˜์—์ด์…˜์€ ์ ์ •ํ•˜๊ฒŒ ํ‰๊ฐ€๋œ ๊ฒƒ์œผ๋กœ ๊ฐ„์ฃผ๋˜๋ฉฐ, ํ†ต์‹  ๋ฐ ๋„คํŠธ์›Œํ‚น ์‚ฐ์—…์—์„œ 53๊ฐœ ์ค‘ 15์œ„ ๋žญํ‚น.๊ธฐ๊ด€ ๋ณด์œ  ๋น„์œจ์€ ๋งค์šฐ ๋†’์€.์ง€๋‚œ ํ•œ ๋‹ฌ ๋™์•ˆ ์—ฌ๋Ÿฌ ์• ๋„๋ฆฌ์ŠคํŠธ๊ฐ€ ํ•ด๋‹น ๊ธฐ์—…์„ ๋งค์ˆ˜(์œผ)๋กœ ํ‰๊ฐ€ํ–ˆ์œผ๋ฉฐ, ์ตœ๊ณ  ๋ชฉํ‘œ ๊ฐ€๊ฒฉ์€ 675.83์ž…๋‹ˆ๋‹ค.์ค‘๊ธฐ์ ์œผ๋กœ ์ฃผ๊ฐ€๋Š” ์ƒ์Šน ์ถ”์„ธ์ผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค.๊ธฐ์—…์€ ์ง€๋‚œ ํ•œ ๋‹ฌ๊ฐ„ ์ฃผ์‹ ์‹œ์žฅ์—์„œ ์–‘ํ˜ธํ•œ ์„ฑ๊ณผ๋ฅผ ๊ฑฐ๋‘์—ˆ์œผ๋ฉฐ, ํƒ„ํƒ„ํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๊ธฐ์ˆ ์  ์ง€ํ‘œ๊ฐ€ ์ด๋ฅผ ๋’ท๋ฐ›์นจํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.์ฃผ๊ฐ€๋Š” ์ง€์ง€์„ ๊ณผ ์ €ํ•ญ์„  ์‚ฌ์ด์—์„œ ํšก๋ณดํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ๋ฒ”์œ„ ๋งค๋งค ๊ธฐ๋ฐ˜์˜ ์Šค์œ™ ํŠธ๋ ˆ์ด๋”ฉ์— ์ ํ•ฉํ•œ ์ƒํ™ฉ์ž…๋‹ˆ๋‹ค.

Lumentum Holdings Inc ์ ์ˆ˜๎˜ฐ๎˜ฐ

๊ด€๋ จ ์ •๋ณด

์‚ฐ์—… ์ˆœ์œ„
15 / 53
์ „์ฒด ์ˆœ์œ„
108 / 4547
์‚ฐ์—…
ํ†ต์‹  ๋ฐ ๋„คํŠธ์›Œํ‚น

์ €ํ•ญ์„  & ์ง€์ง€์„ 

๊ธฐ์—…์ด ์•„์ง ๊ด€๋ จ ๋ฐ์ดํ„ฐ๋ฅผ ๊ณต๊ฐœํ•˜์ง€ ์•Š์•˜์Šต๋‹ˆ๋‹ค.

๋ ˆ์ด๋” ์ฐจํŠธ

ํ˜„์žฌ ๊ฐ€๊ฒฉ
๊ณผ๊ฑฐ

๋ฏธ๋””์–ด ๋ณด๋„

์ตœ๊ทผ 24 ์‹œ๊ฐ„
๋ณด๋„ ์ˆ˜์ค€

๋งค์šฐ ๋‚ฎ์€
๋งค์šฐ ๋†’์€
๋ถ€์ •

Lumentum Holdings Inc ์ฃผ์š” ๋‚ด์šฉ

๊ฐ•์ ์œ„ํ—˜ ์š”์†Œ
Lumentum Holdings Inc. is a designer and manufacturer of optical and photonic products enabling optical networking and laser applications worldwide. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.
์ด์ต ์ „ํ™˜
ํšŒ์‚ฌ์˜ ์‹ค์ ์ด ํ‘์ž๋กœ ์ „ํ™˜๋˜์–ด, ์ตœ๊ทผ ์—ฐ๊ฐ„ ์ˆœ์ด์ต์€ ๋ฏธํ™” ๋‹ฌ๋Ÿฌ์— ๋‹ฌํ•ฉ๋‹ˆ๋‹ค.
๊ณผ๋Œ€ ํ‰๊ฐ€๋œ
ํšŒ์‚ฌ์˜ ์ตœ์‹  PB์€ 67.64๋กœ, ์ตœ๊ทผ 3๋…„ ๊ธฐ์ค€ ๋†’์€ ๋ฐฑ๋ถ„์œ„ ๋ฒ”์œ„์— ์†ํ•ฉ๋‹ˆ๋‹ค.
๊ธฐ๊ด€ ๋งค๋„
์ตœ์‹  ๊ธฐ๊ด€ ๋ณด์œ  ์ฃผ์‹ ์ˆ˜๋Š” 81.82M์ฃผ์ด๋ฉฐ, ์ „ ๋ถ„๊ธฐ ๋Œ€๋น„ 11.47% ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค.
Ron Baron๊ฐ€ ๋ณด์œ 
์Šคํƒ€ ํˆฌ์ž์ž Ron Baron์ด(๊ฐ€) ์ด ์ฃผ์‹ 13.93K์ฃผ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
์‹œ์žฅ ํ™œ๋™ ์ฆ๊ฐ€
ํšŒ์‚ฌ๋Š” ํˆฌ์ž์ž๋“ค์˜ ๊ด€์‹ฌ์ด ๋†’์•„์ ธ, ์ตœ๊ทผ 20์ผ๊ฐ„ ํšŒ์ „์œจ์ด 0.83์ž…๋‹ˆ๋‹ค.

๋ถ„์„๊ฐ€ ๋ชฉํ‘œ๊ฐ€

24 ๋ช…์˜ ๋ถ„์„๊ฐ€๋ฅผ ๊ธฐ์ค€์œผ๋กœ
๋งค์ˆ˜
ํ˜„์žฌ ๋“ฑ๊ธ‰
675.828
๋ชฉํ‘œ ๊ฐ€๊ฒฉ
-4.32%
์ƒ์Šน ์—ฌ๋ ฅ
๋ฉด์ฑ… ์กฐํ•ญ: ์• ๋„๋ฆฌ์ŠคํŠธ ํ‰๊ฐ€ ๋ฐ ๋ชฉํ‘œ ์ฃผ๊ฐ€๋Š” ์ •๋ณด ์ œ๊ณต์„ ์œ„ํ•œ ๋ชฉ์ ์œผ๋กœ LSEG์—์„œ ์ œ๊ณต๋˜๋ฉฐ, ํˆฌ์ž ์กฐ์–ธ์œผ๋กœ ๊ฐ„์ฃผ๋˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

Lumentum Holdings Inc ๋‰ด์Šค

GTC๋กœ ๋ณธ AI์˜ ๋ฏธ๋ž˜: ์—”๋น„๋””์•„ GTC ์ปจํผ๋Ÿฐ์Šค๊ฐ€ ์ ํ™”ํ•œ ์„นํ„ฐ๋Š” ์–ด๋””์ธ๊ฐ€?

TradingKey - 2026 GTC ์ปจํผ๋Ÿฐ์Šค ๊ธฐ๊ฐ„ ์ค‘ ์—”๋น„๋””์•„(NVDA) CEO ์  ์Šจ ํ™ฉ์˜ ๊ธฐ์กฐ์—ฐ์„ค๊ณผ ์ผ๋ จ์˜ ํŒŒํŠธ๋„ˆ์‹ญ ๋ฐ ๊ธฐ์ˆ  ๋ฐœํ‘œ๋Š” ๊ธ€๋กœ๋ฒŒ ๊ธฐ์ˆ  ๊ณต๊ธ‰๋ง์— ํŒŒ์žฅ์„ ์ผ์œผ์ผฐ๋‹ค. ์ปดํ“จํŒ… ํ•˜๋“œ์›จ์–ด๋ถ€ํ„ฐ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜ ์‹œ๋‚˜๋ฆฌ์˜ค์— ์ด๋ฅด๊ธฐ๊นŒ์ง€ ์—ฌ๋Ÿฌ ๋ถ€๋ฌธ์—์„œ ๋ช…ํ™•ํ•œ ํˆฌ์ž ๊ธฐํšŒ๊ฐ€ ํฌ์ฐฉ๋˜๊ณ  ์žˆ๋‹ค.

TradingKeyWed, Mar 18
TradingKey - 2026 GTC ์ปจํผ๋Ÿฐ์Šค ๊ธฐ๊ฐ„ ์ค‘ ์—”๋น„๋””์•„(NVDA) CEO ์  ์Šจ ํ™ฉ์˜ ๊ธฐ์กฐ์—ฐ์„ค๊ณผ ์ผ๋ จ์˜ ํŒŒํŠธ๋„ˆ์‹ญ ๋ฐ ๊ธฐ์ˆ  ๋ฐœํ‘œ๋Š” ๊ธ€๋กœ๋ฒŒ ๊ธฐ์ˆ  ๊ณต๊ธ‰๋ง์— ํŒŒ์žฅ์„ ์ผ์œผ์ผฐ๋‹ค. ์ปดํ“จํŒ… ํ•˜๋“œ์›จ์–ด๋ถ€ํ„ฐ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜ ์‹œ๋‚˜๋ฆฌ์˜ค์— ์ด๋ฅด๊ธฐ๊นŒ์ง€ ์—ฌ๋Ÿฌ ๋ถ€๋ฌธ์—์„œ ๋ช…ํ™•ํ•œ ํˆฌ์ž ๊ธฐํšŒ๊ฐ€ ํฌ์ฐฉ๋˜๊ณ  ์žˆ๋‹ค.

๋น›์ด ๊ตฌ๋ฆฌ๋ฅผ ๋Œ€์ฒดํ•  ๋•Œ: ๋ฃจ๋ฉ˜ํ…€(LITE) โ€” AI ์‹œ๋Œ€์˜ ๊ด‘ํ•™ ์‹ฌ์žฅ

TradingKey - AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ์—์„œ ๊ตฌ๋ฆฌ ๋ฐฐ์„ ์ด ํ•œ๊ณ„์— ๋„๋‹ฌํ•  ๋•Œ, ๋ฃจ๋ฉ˜ํ…€(Lumentum)์€ ์—”๋น„๋””์•„๊ฐ€ ์ˆ˜์‹ญ์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ๋ฒ ํŒ…ํ•˜๊ณ  ์žˆ๋Š” ๊ด‘ํ•™ ๊ธฐ์—…์ด๋‹ค.

TradingKeyThu, Mar 12
TradingKey - AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ์—์„œ ๊ตฌ๋ฆฌ ๋ฐฐ์„ ์ด ํ•œ๊ณ„์— ๋„๋‹ฌํ•  ๋•Œ, ๋ฃจ๋ฉ˜ํ…€(Lumentum)์€ ์—”๋น„๋””์•„๊ฐ€ ์ˆ˜์‹ญ์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ๋ฒ ํŒ…ํ•˜๊ณ  ์žˆ๋Š” ๊ด‘ํ•™ ๊ธฐ์—…์ด๋‹ค.

๋ฃจ๋ฉ˜ํ…€ ๋ฐ ์ฝ”ํžˆ์–ด๋ŸฐํŠธ์™€ ํ˜‘๋ ฅํ•˜๋Š” ์—”๋น„๋””์•„์˜ 40์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ CPO ํˆฌ์ž๋Š” AI ์ปดํ“จํŒ… ํŒŒ์›Œ์˜ ๋ฏธ๋ž˜๋ฅผ ๋’ท๋ฐ›์นจํ•  ์ˆ˜ ์žˆ์„๊นŒ?

TradingKey - ํ˜„์ง€์‹œ๊ฐ„ 3์›” 2์ผ ์›”์š”์ผ, ์—”๋น„๋””์•„(NVDA)๋Š” ๊ด‘ํ•™ ๊ธฐ์ˆ  ์ œ์กฐ์—…์ฒด์ธ ๋ฃจ๋ฉ˜ํ…€(LITE) ๋ฐ ์ฝ”ํžˆ์–ด๋ŸฐํŠธ(COHR)์™€ ์‹ฌ์ธต์ ์ธ ์ „๋žต์  ํŒŒํŠธ๋„ˆ์‹ญ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์—”๋น„๋””์•„๋Š” ๊ฐ ๊ธฐ์—…์— 20์–ต ๋‹ฌ๋Ÿฌ์”ฉ, ์ด 40์–ต ๋‹ฌ๋Ÿฌ์— ๋‹ฌํ•˜๋Š” ๋Œ€๊ทœ๋ชจ ํˆฌ์ž๋ฅผ ๋‹จํ–‰ํ•  ์˜ˆ์ •์ด๋‹ค. ์ด๋ฒˆ ์กฐ์น˜๋กœ ์—”๋น„๋””์•„์˜ AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋„คํŠธ์›Œํฌ ์•„ํ‚คํ…์ฒ˜ ๋ถ„์•ผ ์ „๋žต์  ๋ฐฐ์น˜๋Š” ์ƒˆ๋กœ์šด ๋‹จ๊ณ„๋กœ ์ง„์ž…ํ•˜๊ฒŒ ๋˜์—ˆ๋‹ค.

TradingKeyTue, Mar 3
TradingKey - ํ˜„์ง€์‹œ๊ฐ„ 3์›” 2์ผ ์›”์š”์ผ, ์—”๋น„๋””์•„(NVDA)๋Š” ๊ด‘ํ•™ ๊ธฐ์ˆ  ์ œ์กฐ์—…์ฒด์ธ ๋ฃจ๋ฉ˜ํ…€(LITE) ๋ฐ ์ฝ”ํžˆ์–ด๋ŸฐํŠธ(COHR)์™€ ์‹ฌ์ธต์ ์ธ ์ „๋žต์  ํŒŒํŠธ๋„ˆ์‹ญ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์—”๋น„๋””์•„๋Š” ๊ฐ ๊ธฐ์—…์— 20์–ต ๋‹ฌ๋Ÿฌ์”ฉ, ์ด 40์–ต ๋‹ฌ๋Ÿฌ์— ๋‹ฌํ•˜๋Š” ๋Œ€๊ทœ๋ชจ ํˆฌ์ž๋ฅผ ๋‹จํ–‰ํ•  ์˜ˆ์ •์ด๋‹ค. ์ด๋ฒˆ ์กฐ์น˜๋กœ ์—”๋น„๋””์•„์˜ AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋„คํŠธ์›Œํฌ ์•„ํ‚คํ…์ฒ˜ ๋ถ„์•ผ ์ „๋žต์  ๋ฐฐ์น˜๋Š” ์ƒˆ๋กœ์šด ๋‹จ๊ณ„๋กœ ์ง„์ž…ํ•˜๊ฒŒ ๋˜์—ˆ๋‹ค.

์žฌ๋ฌด ์ง€ํ‘œ๎˜

EPS

๊ธฐ์—…์ด ์•„์ง ๊ด€๋ จ ๋ฐ์ดํ„ฐ๋ฅผ ๊ณต๊ฐœํ•˜์ง€ ์•Š์•˜์Šต๋‹ˆ๋‹ค.

์ด ์ˆ˜์ต

๊ธฐ์—…์ด ์•„์ง ๊ด€๋ จ ๋ฐ์ดํ„ฐ๋ฅผ ๊ณต๊ฐœํ•˜์ง€ ์•Š์•˜์Šต๋‹ˆ๋‹ค.

Lumentum Holdings Inc ์ •๋ณด๎˜

Lumentum Holdings Inc. is a designer and manufacturer of optical and photonic products enabling optical networking and laser applications worldwide. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.
์ข…๋ชฉ ์ฝ”๋“œ LITE
ํšŒ์‚ฌLumentum Holdings Inc
CEOHurlston (Michael E)
์›น์‚ฌ์ดํŠธhttps://investor.lumentum.com/
KeyAI
๎™