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LITE compared with CRDO: revenue, margins and what each company keeps, and the suppliers and customers both name
LITE
Lumentum Holdings Inc.
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Mkt cap
Revenue
Revenue
CRDO
Credo Technology Group Holding Ltd
Change
Mkt cap
Revenue
Revenue
vs
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LITE
Lumentum Holdings Inc.
vs
CRDO
Credo Technology Group Holding Ltd
Price
Mkt cap
Revenue
Revenue
Change
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Supply chain
Price
Co-movers
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Supply-chain overlap
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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
CRDO
Credo Technology Group Holding Ltd
Change
119.79
▲
+6.64%
· post 121.10
Closed
Nov 6 '26
Mkt cap
$22.7B
Revenue
$479M
Q1 FY27
Revenue
$1.3B
FY26
vs
Compare
Closed
Nov 6 '26
LITE
Lumentum Holdings Inc.
vs
CRDO
Credo Technology Group Holding Ltd
537.11
▲
+5.38%
post 540.00
Price
119.79
▲
+6.64%
post 121.10
$48.9B
Mkt cap
$22.7B
Q1 FY27
$1.3B
Revenue
$479M
Q1 FY27
FY26
$3.0B
Revenue
$1.3B
FY26
Change
Change
LITE
537.11
▲
+5.38%
vs
CRDO
119.79
▲
+6.64%
Closed
Nov 6 '26
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 CRDO
15
—
Customer D
unlisted
customer
—
Customer B
unlisted
customer
MSFT
Microsoft
customer
ORCL
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Oracle
customer
11 more · CRDO chain
›