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LITE compared with ESE: revenue, margins and what each company keeps, and the suppliers and customers both name
LITE
Lumentum Holdings Inc.
Change
Mkt cap
Revenue
Revenue
ESE
Esco Technologies Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
LITE
Lumentum Holdings Inc.
vs
ESE
Esco Technologies Inc
Price
Mkt cap
Revenue
Revenue
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Supply chain
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Supply-chain overlap
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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 ESE
8
—
Non-U.S. customers
unlisted
customer
—
Ultra Electronics
unlisted
supplier
—
Doble's manufacturers
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Globe's critical materials supplier
unlisted
supplier
4 more · ESE chain
›
LITE
Lumentum Holdings Inc.
Change
679.62
▼
−0.70%
· post 674.00
Mkt cap
$61.4B
Revenue
$1.3B
Q1 FY27
Revenue
$3.0B
FY26
ESE
Esco Technologies Inc
Change
252.66
▲
+4.81%
· post 252.66
Closed
Nov 3 '26
Mkt cap
$6.2B
Revenue
$339M
Q3 FY26
Revenue
$1.0B
FY25
vs
Compare
Closed
Nov 3 '26
LITE
Lumentum Holdings Inc.
vs
ESE
Esco Technologies Inc
679.62
▼
−0.70%
post 674.00
Price
252.66
▲
+4.81%
post 252.66
$61.4B
Mkt cap
$6.2B
Q1 FY27
$1.3B
Revenue
$339M
Q3 FY26
FY26
$3.0B
Revenue
$1.0B
FY25
Change
Change
LITE
679.62
▼
−0.70%
vs
ESE
252.66
▲
+4.81%
Closed
Nov 3 '26