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Thursday, November 4, 2021

NeoPhotonics (NPTN) to be acquired by Lumentum (LITE) for $16.00/share

  • Agreed to be acquired by Lumentum (LITE) for $16.00/share in cash, representing a total equity value of approx. $918 mln. Also reported upside Q3 results; products capable of use for 400G and above applications were 50% of revenue. At multi-year highs. 
  • NeoPhotonics IPO: February 2, 2011
   LITE


** NPTN **

 
 





NeoPhotonics agrees to be acquired by Lumentum (LITE) for $16.00/share in cash
  • Lumentum and NeoPhotonics announced that they have entered into a definitive agreement under which Lumentum will acquire NeoPhotonics for $16.00/share in cash, which represents a total equity value of approx. $918 mln.
    • Lumentum intends to finance the transaction through cash from the combined company's balance sheet.
    • Related to the transaction, Lumentum will provide up to $50 mln in term loans to NeoPhotonics to fund anticipated growth.
  • The addition of NeoPhotonics expands Lumentum's opportunity in some of the fastest growing areas of the more than $10 bln market for optical components used in cloud and telecom network infrastructure.
  • The combined company is expected to generate more than $50 mln in annual run-rate synergies within 24 months of the closing of the transaction. The transaction is expected to be immediately accretive to the combined company's non-GAAP EPS upon closing.
  • The transaction has been unanimously approved by the Boards of Directors of both companies. The transaction is expected to close in the second half of calendar year 2022.

 

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