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Compare · LITE vs TEF

LITE vs TEF

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

Summary

  • Both LITE and TEF operate in Telecommunications Equipment (Telecommunications), so they compete in similar markets.
  • LITE is the larger of the two at $69.66B, about 2.6x TEF ($26.51B).
  • Over the past year, LITE is up 991.1% and TEF is down 27.9% - LITE leads by 1019.0 points.
  • LITE has hit the wire 14 times in the past 4 weeks while TEF has been quiet.
  • LITE has more recent analyst coverage (25 ratings vs 13 for TEF).
PerformanceLITE+361.77%TEF-27.88%
2025-10-27+0.00%2026-06-08
MetricLITETEF
Company
Lumentum Holdings Inc.
Telefonica SA
Price
$895.55+3.74%
$3.81-0.91%
Market cap
$69.66B
$26.51B
1M return
+0.30%
-8.29%
1Y return
+991.07%
-27.88%
Industry
Telecommunications Equipment
Telecommunications Equipment
Exchange
NASDAQ
NYSE
IPO
1988
News (4w)
14
0
Recent ratings
25
13
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.

TEF

Telefonica SA

Telefónica, S.A., together with its subsidiaries, provides telecommunications services in Europe and Latin America. The company's mobile and related services and products comprise mobile voice, value added, mobile data, Internet, wholesale, corporate, roaming, fixed wireless, trunking, and paging services. Its fixed telecommunication services include PSTN lines; ISDN accesses; public telephone services; local, domestic, and international long-distance and fixed-to-mobile communications; corporate communications; supplementary value-added services; video telephony; intelligent network; and telephony information services. The company also leases and sells handset equipment; and provides Internet and broadband multimedia services comprising Internet service provider, portal and network, retail and wholesale broadband access, narrowband switched access, high-speed Internet through fibre to the home, and voice over Internet protocol services. In addition, it offers leased lines; virtual private network; fibre optics; hosting and application; outsourcing and consultancy; desktop; and system integration and professional services. Further, the company offers wholesale services for telecommunication operators, including domestic interconnection; international wholesale; leased lines for other operators; and local loop leasing under the unbundled local loop regulation framework, as well as bit stream services, wholesale line rental accesses, and leased ducts for other operators' fiber deployment. Additionally, it provides video/TV services; smart connectivity and services, and consumer IoT products; financial and other payment, security, cloud computing, advertising, big data, and digital telco experience services; virtual assistants; digital home platforms; and Movistar Home devices. The company serves 337 million customers. Telefónica, S.A. was founded in 1924 and is headquartered in Madrid, Spain.

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