Compare · CALX vs LITE
CALX vs LITE
Side-by-side comparison of Calix Inc (CALX) and Lumentum Holdings Inc. (LITE): market cap, price performance, sector, and recent activity on the wire.
Summary
- CALX operates in Consumer Discretionary, while LITE operates in Telecommunications - the two are in different parts of the market.
- LITE is the larger of the two at $78.77B, about 33.6x CALX ($2.34B).
- LITE has been more active in the news (20 items in the past 4 weeks vs 8 for CALX).
- LITE has more recent analyst coverage (25 ratings vs 15 for CALX).
- Company
- Calix Inc
- Lumentum Holdings Inc.
- Price
- -
- -
- Market cap
- $2.34B
- $78.77B
- 1M return
- -
- -
- 1Y return
- -
- -
- Industry
- Telecommunications Equipment
- Telecommunications Equipment
- Exchange
- NYSE
- NASDAQ
- IPO
- 2010
- News (4w)
- 8
- 20
- Recent ratings
- 15
- 25
Calix Inc
Calix, Inc., together with its subsidiaries, provides cloud and software platforms, and systems and services in the United States, the Middle East, Canada, Europe, the Caribbean, and internationally. The company's cloud and software platforms, and systems and services enable communication service providers (CSPs) to provide a range of services. It provides Calix Cloud platform, a role-based analytics platform comprising Calix Marketing Cloud, Calix Support Cloud, and Calix Operations Cloud, which are configurable to display role-based insights and enable CSPs to anticipate and target new revenue-generating services and applications through mobile application. The company also offers EXOS, a carrier class smart home and business operating system that supports residential, business, and mobile subscribers; and AXOS, an operating system for access networks that allows a service provider to deliver all services on a single, elastic, converged access network that is always on, simple to operate, and quick to deploy. It offers its products through its direct sales force and resellers. Calix, Inc. was incorporated in 1999 and is headquartered in San Jose, California.
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 CALX
- Calix Brings SmartLife Applications Proven Across Millions of Subscribers to prplOS, Accelerating the Delivery of Differentiated Experiences That Grow Revenue
- SEC Form 8-K filed by Calix Inc
- Calix Increases Stock Repurchase Authorization by An Additional $100 Million
- BBT Grows Small Business ARPU 13% With SmartBiz on the Calix One Platform
- SEC Form 4 filed by Director Russo Carl
- Calix and Astound Complete Successful 50G-PON Trial, Demonstrating a Path to Rapid Growth Without Network Overhauls
- Calix to Post Third Quarter 2026 Results on November 2, 2026; Announces Live Access to Calix ConneXions 2026 General Sessions
- Chariton Valley Chooses Calix Agent Workforce to Build on 88 NPS With Secure AI Workflows
- Calix Agent Workforce Cloud Expands Workflows That Increase ARPU, Resolve Service Disruptions, and Improve Efficiency Across the Service Provider Business
- Calix Welcomes Juergen Lindner as Chief Marketing Officer
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.