Varamir
Desk
News
Calendar
Pricing
Saved
Search
tickers or companies
⌘K
Start free
· no card
Sign in
LITE compared with AAOI: revenue, margins and what each company keeps, and the suppliers and customers both name
LITE
Lumentum Holdings Inc.
Change
Mkt cap
Revenue
Revenue
AAOI
Applied Optoelectronics, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
LITE
Lumentum Holdings Inc.
vs
AAOI
Applied Optoelectronics, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Save comparison
Copy link
Supply-chain overlap
Desk
News
Calendar
Saved
Search
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LITE
5
—
Customer A
unlisted
customer
FN
Fabrinet
supplier
—
Contract Manufacturer A
unlisted
supplier
—
Huawei Technologies
unlisted
customer
1 more · LITE chain
›
Shared
0
No shared counterparties.
Only AAOI
6
MSFT
Microsoft
customer
ORCL
Oracle
customer
—
Zhejiang Xinyu Construction
unlisted
supplier
—
CIT
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
supplier
2 more · AAOI chain
›
LITE
Lumentum Holdings Inc.
Change
537.11
▲
+5.38%
· post 540.00
Mkt cap
$48.9B
Revenue
$1.3B
Q1 FY27
Revenue
$3.0B
FY26
AAOI
Applied Optoelectronics, Inc.
Change
50.10
▲
+6.84%
· post 50.13
Closed
Nov 6 '26
Mkt cap
$4.4B
Revenue
$270M
Q3 FY26
Revenue
$456M
FY25
vs
Compare
Closed
Nov 6 '26
LITE
Lumentum Holdings Inc.
vs
AAOI
Applied Optoelectronics, Inc.
537.11
▲
+5.38%
post 540.00
Price
50.10
▲
+6.84%
post 50.13
$48.9B
Mkt cap
$4.4B
Q1 FY27
$1.3B
Revenue
$270M
Q3 FY26
FY26
$3.0B
Revenue
$456M
FY25
Change
Change
LITE
537.11
▲
+5.38%
vs
AAOI
50.10
▲
+6.84%
Closed
Nov 6 '26