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Lumentum Holdings vs ESCO Technologies: LITE and ESE compared
Lumentum Holdings is the larger company: $1.3B of revenue in its latest quarter (Q1 FY27) against $339M for ESCO Technologies (Q3 FY26). Lumentum Holdings is growing faster (+136% against +14% a year earlier). Lumentum Holdings is more profitable, with an operating margin of 28.5% against 12.1%.
Where the money goes: LITE and ESE
Lumentum Holdings (LITE) · Q1 FY27
Lumentum Holdings, Q1 FY27: revenue $1.3B (+136% year over year), operating margin 28.5%, net earnings $360M, operating cash flow $268M. The chart follows the revenue to costs, profit and cash.
ESCO Technologies (ESE) · Q3 FY26
ESCO Technologies, Q3 FY26: revenue $339M (+14% year over year), operating margin 12.1%, net earnings $32.7M, operating cash flow $58.8M. The chart follows the revenue to costs, profit and cash.
| Lumentum Holdings (LITE) | ESCO Technologies (ESE) | |
|---|---|---|
| Latest quarter | Q1 FY27 | Q3 FY26 |
| Revenue | $1.3B | $339M |
| Revenue growth, Y/Y | +136% | +14% |
| Gross margin | 51.0% | — |
| Operating margin | 28.5% | 12.1% |
| Net earnings | $360M | $32.7M |
| Net margin | 28.5% | 9.7% |
| Operating cash flow | $268M | $58.8M |
| Free cash flow | $37.9M | $47.3M |
| Market value | $54.8B | $6.0B |
| P/E | — | 42.8× |
| Analysts’ mean target | $1100.15 | $352.75 |
Where the revenue comes from
ESCO Technologies
- Aerospace and Defense: $168M (50%)
- USG: $100M (29%)
- Test: $70.9M (21%)
Questions
Which is bigger, Lumentum Holdings or ESCO Technologies?
Lumentum Holdings is the larger company: $1.3B of revenue in its latest quarter (Q1 FY27) against $339M for ESCO Technologies (Q3 FY26).
Is Lumentum Holdings or ESCO Technologies growing faster?
Lumentum Holdings is growing faster (+136% against +14% a year earlier).
Which is more profitable, Lumentum Holdings or ESCO Technologies?
Lumentum Holdings is more profitable, with an operating margin of 28.5% against 12.1%.
More: Lumentum Holdings earnings · how Lumentum Holdings makes money · ESCO Technologies earnings · how ESCO Technologies makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 3, 2026; 10-Q filed Aug 10, 2026). Fiscal quarters can end on different dates. Not investment advice.