Key Takeaways LASR faces a $25M-$30M revenue headwind in 2026 from exiting the cutting and welding business.Lumentum reported 65% revenue growth in Q2 FY26, driven by AI network and cloud transceiver demand.LITE benefits from strong demand, supply constraints and rising earnings estimates.nLIGHT (LASR) and Lumentum Holdings (LITE) are both well-known players in the fiber laser and photonics industry. nLIGHT is a leading supplier in providing high-power lasers for mission-critical defense systems and advance ...