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Compare · CLFD vs LITE

CLFD vs LITE

Side-by-side comparison of Clearfield Inc. (CLFD) and Lumentum Holdings Inc. (LITE): market cap, price performance, sector, and recent activity on the wire.

Summary

  • CLFD operates in Utilities, while LITE operates in Telecommunications - the two are in different parts of the market.
  • LITE is the larger of the two at $67.19B, about 123.5x CLFD ($544.1M).
  • Over the past year, CLFD is up 5.1% and LITE is up 989.0% - LITE leads by 983.8 points.
  • LITE has been more active in the news (14 items in the past 4 weeks vs 5 for CLFD).
  • LITE has more recent analyst coverage (25 ratings vs 11 for CLFD).
PerformanceCLFD+5.14%LITE+988.97%
2025-06-09+0.00%2026-06-08
MetricCLFDLITE
Company
Clearfield Inc.
Lumentum Holdings Inc.
Price
$41.15+3.02%
$893.83+3.54%
Market cap
$544.1M
$67.19B
1M return
+9.38%
+0.11%
1Y return
+5.14%
+988.97%
Industry
Telecommunications Equipment
Telecommunications Equipment
Exchange
NASDAQ
NASDAQ
IPO
News (4w)
5
14
Recent ratings
11
25
CLFD

Clearfield Inc.

Clearfield, Inc. manufactures, markets, and sells standard and custom passive connectivity products to the fiber-to-the-premises, enterprises, and original equipment manufacturers markets in the United States and internationally. The company offers FieldSmart, a series of panels, cabinets, wall boxes, and other enclosures. It also provides WaveSmart, which are optical components integrated for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for integration within its fiber management platform; and outdoor cabinet and fiber active cabinet products. In addition, the company offers StreetSmart, a portfolio of fiber management products; FieldShield, a fiber pathway and protection method for reducing the cost of broadband deployment; and YOURx platform that consists of hardened terminals, test access points, and various drop cable options for portions of the access network across various fiber drop cable media. Further, it provides CraftSmart, a line of optical protection field enclosures, including CraftSmart Fiber Protection Pedestals and CraftSmart Fiber Protection Vaults integrated solutions optimized to house FieldSmart products at the last mile access point of the network in above-grade or below-grade installations. Additionally, the company offers fiber and copper assemblies with an industry-standard or customer-specified configuration; and designs and manufactures custom solutions for in-the-box and network connectivity assemblies specific to that customer's product line. It provides its fiber to anywhere platform for various incumbent local exchange carriers, competitive local exchange carriers, wireless operators, and MSO/cable TV companies, as well as the utility/municipality, enterprise, and data center markets. The company was formerly known as APA Enterprises, Inc. and changed its name to Clearfield, Inc. in January 2008. Clearfield, Inc. was founded in 1979 and is headquartered in Minneapolis, Minnesota.

LITE

Lumentum Holdings Inc.

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. It offers tunable transponders, transceivers, and transmitter modules; tunable lasers, receivers, and modulators; transport products, such as reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors, as well as components, including 980nm, multi-mode, and Raman pumps; and switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules. This segment also provides Super Transport Blade, which integrates optical transport functions into a single-slot blade; vertical-cavity surface-emitting lasers; directly modulated and electro-absorption modulated lasers; and laser illumination sources for 3D sensing systems. It serves customers in telecommunications, data communications, and consumer and industrial markets. The Commercial Lasers segment offers diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers for use in original equipment manufacturer applications. It serves customers in markets and applications, such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining. Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California.

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