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Compare · ESE vs LITE

ESE vs LITE

Side-by-side comparison of ESCO Technologies Inc. (ESE) and Lumentum Holdings Inc. (LITE): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both ESE and LITE operate in Telecommunications Equipment (Telecommunications), so they compete in similar markets.
  • LITE is the larger of the two at $67.19B, about 8.9x ESE ($7.58B).
  • Over the past year, ESE is up 57.8% and LITE is up 951.7% - LITE leads by 893.9 points.
  • LITE has been more active in the news (14 items in the past 4 weeks vs 2 for ESE).
  • LITE has more recent analyst coverage (25 ratings vs 4 for ESE).
PerformanceESE+57.79%LITE+951.73%
2025-06-09+0.00%2026-06-05
MetricESELITE
Company
ESCO Technologies Inc.
Lumentum Holdings Inc.
Price
$292.31+0.09%
$863.26-8.66%
Market cap
$7.58B
$67.19B
1M return
-13.00%
-8.66%
1Y return
+57.79%
+951.73%
Industry
Telecommunications Equipment
Telecommunications Equipment
Exchange
NYSE
NASDAQ
IPO
News (4w)
2
14
Recent ratings
4
25
ESE

ESCO Technologies Inc.

ESCO Technologies Inc. produces and supplies engineered products and systems for industrial and commercial markets worldwide. It operates through three segments: Aerospace & Defense, Utility Solutions Group (USG), and RF Shielding and Test. The Aerospace & Defense segment designs and manufactures filtration products, including hydraulic filter elements and fluid control devices used in commercial aerospace applications; filter mechanisms used in micro-propulsion devices for satellites; and custom designed filters for manned aircraft and submarines. It also designs, develops, and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and mission-critical bushings, pins, sleeves, and precision-tolerance machined components for landing gear, rotor heads, engine mounts, flight controls, and actuation systems for the aerospace and defense industries. The USG segment provides diagnostic testing solutions that enable electric power grid operators to assess the integrity of high-voltage power delivery equipment; and decision support tools for the renewable energy industry, primarily wind and solar. The RF Shielding and Test segment designs and manufactures RF test and secure communication facilities, acoustic test enclosures, RF and magnetically shielded rooms, RF measurement systems, and broadcast and recording studios; and RF absorptive materials and filters, active compensation systems, antennas, antenna masts, turntables, electric and magnetic probes, RF test cells, proprietary measurement software, and other test accessories to perform various tests. It also provides services, such as calibration for antennas and field probes, chamber certification, field surveys, customer training, and various product tests. The company distributes its products through a network of distributors, sales representatives, direct sales teams, and in-house sales personnel. ESCO Technologies Inc. was incorporated in 1990 and is based in St. Louis, Missouri.

LITE

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.

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