Lumentum Holdings (MIL:1LITE) Tariff Resilience Score: 6/10 (As of Jun. 30, 2026)


MIL:1LITE Lumentum Holdings Inc MIL:1LITE
43 GF Score
Price €709.50
GF Value €78.88
Valuation Significantly Overvalued
! 4 Warning Signs
View Full Analysis

What is Lumentum Holdings Tariff Resilience Score?

Lumentum Holdings MIL:1LITE +2.65% 43 Tariff Resilience Score is 6 as of Jun. 30, 2026. GuruFocus rates MIL:1LITE with a GF Score™ of 43/100 and a GF Value™ of €78.88 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 2,470 Hardware companies, Lumentum Holdings ranks better than 98.38% on this metric.

Lumentum Holdings has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Lumentum Holdings has Lumentum has a global supply chain with significant manufacturing in Asia, exposing it to tariffs. However, its diversified customer base and ability to shift production locations provide some resilience. Historical impacts from tariffs have been moderate, and the company has some pricing power to mitigate costs.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Lumentum Holdings might have Average Resilient.

Lumentum Holdings  (MIL:1LITE) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Lumentum Holdings Tariff Resilience Score Related Terms

MIL:1LITE vs MSI, CIEN, HPE: Tariff Resilience Score Comparison

For the Communication Equipment subindustry, Lumentum Holdings's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Lumentum Holdings Tariff Resilience Score vs Hardware Industry

For the Hardware industry and Technology sector, Lumentum Holdings's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Lumentum Holdings's Tariff Resilience Score falls into.


MIL:1LITE
43GF Score
Lumentum Holdings Inc MIL:1LITE
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a Tariff Resilience Score of 6 mean?
Lumentum Holdings (MIL:1LITE) has a Tariff Resilience Score of 6 as of Jun. 30, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Lumentum Holdings ranks #40 out of 2470 companies in the Hardware industry, placing it in the top 1.6%.
Is Lumentum Holdings' Tariff Resilience Score too high?
Lumentum Holdings' current Tariff Resilience Score is 6. Based on the distribution chart, Lumentum Holdings ranks #40 out of 2470 companies in the Hardware industry, which is in the top quartile — a strong position relative to peers. Overall, Lumentum Holdings has a GF Score™ of 43/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Lumentum Holdings' Tariff Resilience Score compare to MSI and CIEN?
According to the Hardware industry distribution chart, Lumentum Holdings ranks #40 out of 2470 companies for Tariff Resilience Score. This places Lumentum Holdings in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Hardware company?
A good Tariff Resilience Score depends on the Hardware industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Lumentum Holdings's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lumentum Holdings stock overvalued right now?
Based on GuruFocus' analysis, Lumentum Holdings (MIL:1LITE) is currently considered Significantly Overvalued. The stock's GF Value™ is €78.88, compared to a current price of €709.50 — trading 799.5% above its estimated fair value. The current Tariff Resilience Score is 6. Lumentum Holdings' overall GF Score™ is 43/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Lumentum Holdings (MIL:1LITE), the current Tariff Resilience Score is 6 as of Jun. 30, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Lumentum Holdings (MIL:1LITE) Overvalued in 2026?

Based on GuruFocus' analysis, Lumentum Holdings stock appears to be overvalued. The current stock price of €709.50 is trading 799.5% above its estimated GF Value™ of €78.88. GuruFocus considers Lumentum Holdings to be Significantly Overvalued.

Key valuation signals for MIL:1LITE:

  • Tariff Resilience Score: 6
  • GF Value™: €78.88 vs. price of €709.50 (799.5% above fair value)
  • GF Score™: 43/100 with 4 warning signs

No single metric tells the full story. See the MIL:1LITE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Lumentum Holdings Business Description

Address 1001 Ridder Park Drive, San Jose, CA, USA, 95131
Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.
43GF Score

Get the complete analysis for MIL:1LITE

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€709.50
Price
€78.88
GF Value