LITE among the 75 companies we cover
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LITE and 9 peers, year by year
The 9 Technology companies closest to LITE in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.
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| Company | Year | Revenue | Sales growth | Gross margin | Operating margin | Net margin | FCF margin | Return on equity | Debt / equity |
|---|---|---|---|---|---|---|---|---|---|
| LITE Lumentum | FY2026 | $3.0B | +83.2% | 41.7% | 17.4% | −230.1% | 10.0% | −149.3% | 0.70 |
| MPWR Monolithic Power Systems | FY2025 | $2.8B | +26.4% | 55.2% | 26.1% | 22.3% | 23.9% | 17.6% | - |
| TRMB Trimble Inc. | FY2025 | $3.6B | −2.6% | 69.1% | 16.5% | 11.8% | 10.1% | 7.3% | 0.24 |
| SWKS Skyworks Solutions | FY2026 | $4.0B | −3.1% | 40.8% | 5.5% | 4.3% | 5.8% | 3.0% | 0.43 |
| FFIV F5, Inc. | FY2025 | $3.1B | +9.7% | 81.4% | 24.8% | 22.4% | 29.4% | 19.3% | - |
| P Everpure | FY2026 | $3.7B | +15.6% | 70.4% | 3.1% | 5.1% | 16.8% | 13.0% | - |
| DDOG Datadog | FY2025 | $3.4B | +27.7% | 80.0% | −1.3% | 3.1% | 29.2% | 2.9% | - |
| AKAM Akamai Technologies | FY2025 | $4.2B | +5.4% | - | 13.5% | 10.7% | 24.0% | 9.1% | - |
| PTC PTC Inc. | FY2025 | $2.7B | +19.2% | 83.8% | 35.9% | 26.8% | 31.3% | 19.2% | 0.31 |
| FICO Fair Isaac | FY2026 | $2.5B | +27.3% | - | 49.9% | 32.9% | 42.2% | n/m | n/m |
Revenue, FY2022 to FY2026
Revenue as reported in the 10-K.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | $1.7B | $1.8B | $1.4B | $1.6B | $3.0B |
| MPWR Dec | $1.8B | $1.8B | $2.2B | $2.8B | - |
| TRMB Jan | $3.7B | $3.8B | $3.7B | $3.6B | - |
| SWKS Oct | $5.5B | $4.8B | $4.2B | $4.1B | $4.0B |
| FFIV Sep | $2.7B | $2.8B | $2.8B | $3.1B | - |
| P Feb | $2.2B | $2.8B | $2.8B | $3.2B | $3.7B |
| DDOG Dec | $1.7B | $2.1B | $2.7B | $3.4B | - |
| AKAM Dec | $3.6B | $3.8B | $4.0B | $4.2B | - |
| PTC Sep | $1.9B | $2.1B | $2.3B | $2.7B | - |
| FICO Sep | $1.4B | $1.5B | $1.7B | $2.0B | $2.5B |
| Peer median | $2.2B | $2.8B | $2.8B | $3.2B | $3.7B |
Sales growth, FY2022 to FY2026
Revenue against the fiscal year before.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | −1.7% | +3.2% | −23.1% | +21.0% | +83.2% |
| MPWR Dec | +48.5% | +1.5% | +21.2% | +26.4% | - |
| TRMB Jan | +0.5% | +3.3% | −3.0% | −2.6% | - |
| SWKS Oct | +7.4% | −13.0% | −12.5% | −2.2% | −3.1% |
| FFIV Sep | +3.6% | +4.4% | +0.1% | +9.7% | - |
| P Feb | +29.5% | +26.3% | +2.8% | +11.9% | +15.6% |
| DDOG Dec | +62.8% | +27.1% | +26.1% | +27.7% | - |
| AKAM Dec | +4.5% | +5.4% | +4.7% | +5.4% | - |
| PTC Sep | +7.0% | +8.5% | +9.6% | +19.2% | - |
| FICO Sep | +4.6% | +9.9% | +13.5% | +15.9% | +27.3% |
| Peer median | +7.0% | +5.4% | +4.7% | +11.9% | +15.6% |
Gross margin, FY2022 to FY2026
Gross profit / revenue.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | 46.0% | 32.2% | 18.5% | 28.0% | 41.7% |
| MPWR Dec | 58.4% | 56.1% | 55.3% | 55.2% | - |
| TRMB Jan | 57.3% | 61.4% | 65.1% | 69.1% | - |
| SWKS Oct | 47.5% | 44.2% | 41.2% | 41.2% | 40.8% |
| FFIV Sep | 80.0% | 78.9% | 80.2% | 81.4% | - |
| P Feb | 67.5% | 68.9% | 71.4% | 69.8% | 70.4% |
| DDOG Dec | 79.3% | 80.7% | 80.8% | 80.0% | - |
| AKAM Dec | - | - | - | - | - |
| PTC Sep | 80.0% | 79.0% | 80.6% | 83.8% | - |
| FICO Sep | - | - | - | - | - |
| Peer median | 67.5% | 68.9% | 71.4% | 69.8% | - |
Operating margin, FY2022 to FY2026
Operating income / revenue.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | 17.7% | −6.5% | −31.9% | −10.9% | 17.4% |
| MPWR Dec | 29.4% | 26.5% | 24.4% | 26.1% | - |
| TRMB Jan | 13.9% | 11.8% | 12.5% | 16.5% | - |
| SWKS Oct | 27.8% | 23.6% | 15.3% | 12.2% | 5.5% |
| FFIV Sep | 15.0% | 16.8% | 23.4% | 24.8% | - |
| P Feb | −4.5% | 3.0% | 1.9% | 2.7% | 3.1% |
| DDOG Dec | −3.5% | −1.6% | 2.0% | −1.3% | - |
| AKAM Dec | 18.7% | 16.7% | 13.4% | 13.5% | - |
| PTC Sep | 23.1% | 21.9% | 25.6% | 35.9% | - |
| FICO Sep | 39.4% | 42.5% | 42.7% | 46.5% | 49.9% |
| Peer median | 18.7% | 16.8% | 15.3% | 16.5% | 5.5% |
Net margin, FY2022 to FY2026
Net income / revenue.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | 11.6% | −7.4% | −40.2% | 1.6% | −230.1% |
| MPWR Dec | 24.4% | 23.5% | 72.1% | 22.3% | - |
| TRMB Jan | 12.2% | 8.2% | 40.8% | 11.8% | - |
| SWKS Oct | 23.2% | 20.6% | 14.3% | 11.7% | 4.3% |
| FFIV Sep | 12.0% | 14.0% | 20.1% | 22.4% | - |
| P Feb | −6.6% | 2.7% | 2.2% | 3.4% | 5.1% |
| DDOG Dec | −3.0% | 2.3% | 6.8% | 3.1% | - |
| AKAM Dec | 14.5% | 14.4% | 12.7% | 10.7% | - |
| PTC Sep | 16.2% | 11.7% | 16.4% | 26.8% | - |
| FICO Sep | 27.1% | 28.4% | 29.9% | 32.7% | 32.9% |
| Peer median | 14.5% | 14.0% | 16.4% | 11.8% | 5.1% |
Free cash flow, FY2022 to FY2026
Cash from operations minus capital spending.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | $368.1M | $51.3M | −$108.3M | −$104.7M | $300.1M |
| MPWR Dec | $187.8M | $580.6M | $642.3M | $666.2M | - |
| TRMB Jan | $348.0M | $555.1M | $497.8M | $360.9M | - |
| SWKS Oct | $935.2M | $1.6B | $1.7B | $1.1B | $229.3M |
| FFIV Sep | $409.0M | $599.2M | $762.0M | $906.4M | - |
| P Feb | $307.8M | $609.1M | $482.6M | $526.9M | $615.7M |
| DDOG Dec | $383.1M | $632.4M | $835.9M | $1.0B | - |
| AKAM Dec | $1.0B | $890.5M | $1.1B | $1.0B | - |
| PTC Sep | $415.8M | $587.0M | $735.6M | $856.7M | - |
| FICO Sep | $503.4M | $464.7M | $624.1M | $769.9M | $1.1B |
| Peer median | $409.0M | $599.2M | $735.6M | $856.7M | $615.7M |
FCF margin, FY2022 to FY2026
Free cash flow / revenue.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | 21.5% | 2.9% | −8.0% | −6.4% | 10.0% |
| MPWR Dec | 10.5% | 31.9% | 29.1% | 23.9% | - |
| TRMB Jan | 9.5% | 14.6% | 13.5% | 10.1% | - |
| SWKS Oct | 17.0% | 34.5% | 39.9% | 27.1% | 5.8% |
| FFIV Sep | 15.2% | 21.3% | 27.1% | 29.4% | - |
| P Feb | 14.1% | 22.1% | 17.0% | 16.6% | 16.8% |
| DDOG Dec | 22.9% | 29.7% | 31.1% | 29.2% | - |
| AKAM Dec | 28.6% | 23.4% | 28.3% | 24.0% | - |
| PTC Sep | 21.5% | 28.0% | 32.0% | 31.3% | - |
| FICO Sep | 36.6% | 30.7% | 36.3% | 38.7% | 42.2% |
| Peer median | 17.0% | 28.0% | 29.1% | 27.1% | 16.8% |
Return on equity, FY2022 to FY2026
Net income / shareholders' equity at the year end.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | 10.6% | −9.7% | −57.1% | 2.3% | −149.3% |
| MPWR Dec | 26.2% | 20.8% | 53.9% | 17.6% | - |
| TRMB Jan | 11.1% | 6.9% | 26.2% | 7.3% | - |
| SWKS Oct | 23.3% | 16.2% | 9.4% | 8.3% | 3.0% |
| FFIV Sep | 13.0% | 14.1% | 18.1% | 19.3% | - |
| P Feb | −19.0% | 7.8% | 4.8% | 8.2% | 13.0% |
| DDOG Dec | −3.6% | 2.4% | 6.8% | 2.9% | - |
| AKAM Dec | 12.0% | 11.9% | 10.4% | 9.1% | - |
| PTC Sep | 13.6% | 9.2% | 11.7% | 19.2% | - |
| FICO Sep | n/m | n/m | n/m | n/m | n/m |
| Peer median | 12.5% | 10.5% | 11.0% | 8.7% | - |
Debt / equity, FY2022 to FY2026
Total debt / shareholders' equity at the year end.EPS (diluted), FY2022 to FY2026
Diluted earnings per share, on today's share count after splits.| Company | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| LITE Jun | $2.68 | −$1.93 | −$8.12 | $0.37 | −$92.96 |
| MPWR Dec | $9.05 | $8.76 | $32.60 | $12.86 | - |
| TRMB Jan | $1.80 | $1.25 | $6.09 | $1.76 | - |
| SWKS Oct | $7.81 | $6.13 | $3.69 | $3.08 | $1.14 |
| FFIV Sep | $5.27 | $6.55 | $9.55 | $11.80 | - |
| P Feb | −$0.50 | $0.23 | $0.19 | $0.31 | $0.55 |
| DDOG Dec | −$0.16 | $0.14 | $0.52 | $0.31 | - |
| AKAM Dec | $3.26 | $3.52 | $3.27 | $3.07 | - |
| PTC Sep | $2.65 | $2.06 | $3.12 | $6.08 | - |
| FICO Sep | $14.18 | $16.93 | $20.45 | $26.54 | $36.32 |
| Peer median | $3.26 | $3.52 | $3.69 | $3.08 | $1.14 |
Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out LITE and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →
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