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Lumentum vs Allegion

Lumentum and Allegion are presented on this page to compare business models, financial performance, and market context in a clear, neutral manner. The overview explains how each company approaches core activities, revenue drivers, and competitive landscape, making the information accessible to readers without investment guidance. Educational content, not financial advice.

Lumentum and Allegion are presented on this page to compare business models, financial performance, and market context in a clear, neutral manner. The overview explains how each company approaches cor...

Investment Analysis

Lumentum

LITE

Pros

Lumentum reported strong Q1 fiscal 2026 results with significant year-on-year revenue growth and earnings surpassing analyst estimates.
The company benefits from growing demand for optical components driven by AI infrastructure expansion and cloud data centre investments.
Industry analysts expect robust earnings growth of 28.6% annually and revenue growth of 21.1% annually, well above the broader market.

Considerations

Despite recent strong results, the stock is currently forecasted to decline by around 2.5% in the near term according to price predictions.
Valuation metrics show a high price-to-earnings ratio above 150, indicating the stock may be trading at a premium compared to peers.
The stock exhibits high price volatility and recent analyst price targets vary widely, reflecting uncertainty about sustained future performance.

Allegion

ALLE

Pros

Allegion has a strong market position as a global provider of security and safety solutions with steady demand drivers.
The company has demonstrated resilient profitability supported by recurring revenue from installed products and services.
Allegion operates with a diversified geographic footprint, reducing single-market exposure risks.

Considerations

Allegion faces cyclical risks tied to construction and real estate markets, which can impact revenue growth.
Increasing input costs and supply chain challenges have pressured margins in recent periods.
Regulatory changes and evolving security standards require continuous investment, which may affect capital allocation and future earnings.

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Frequently asked questions

About The Companies

Lumentum (LITE)

Lumentum Holdings Inc (LITE) designs and manufactures optical and photonic components used in fibre‑optic communications, data‑centre interconnects, industrial lasers and consumer sensing. Its products include lasers, modulators and transceivers that support telecom networks, cloud infrastructure and 3D sensing applications. With a market capitalisation of about $11.56bn, Lumentum sits in a specialised niche where technological innovation and volume demand both matter. Revenue tends to track data‑centre traffic growth, telecom upgrades (including 5G) and periodic consumer product cycles. Investors should note the industry’s cyclical nature, competition from other photonics and semiconductor suppliers, and sensitivity to supply‑chain dynamics and capital spending by carriers and hyperscalers. Lumentum has historically prioritised reinvestment in R&D over yielding high dividends. This summary is educational only and not personalised advice; investments can fall as well as rise and you should check the latest company filings and consider your own circumstances before acting.

Allegion (ALLE)

Allegion plc (ticker: ALLE) is a global provider of security products and solutions, best known for mechanical and electronic door hardware, locks and access-control systems (brands include Schlage among others). With a market capitalisation of about $15.41 billion, the business serves commercial, institutional and residential customers through product sales, software-enabled access solutions and professional services. Investors typically watch Allegion for its exposure to construction activity, growth in electronic and IoT-enabled access, and its ability to convert sales into steady cash flow. Key considerations include cyclical demand tied to building activity, competition from integrated security providers, supply-chain and raw-material pressures, and the pace of digital adoption. The company has a history of returning capital but performance can vary; this summary is educational only and not investment advice. Values can rise and fall and past performance does not predict future returns.