Lumentum Holdings (LITE) Invested Capital (2018 - 2026)
Lumentum Holdings (LITE) posted Invested Capital of $6.28 billion for fiscal Q4 2026 (quarter ended Jun 27, 2026), up 69.4% from $3.71 billion a year earlier and up 0.4% from the prior quarter.
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Analysis
Lumentum Holdings (LITE) Invested Capital (2018 - 2026) Analysis & Trends
Since fiscal Q4 2018, Lumentum Holdings has reported Invested Capital for 31 quarters.
- Annual Invested Capital has increased for three consecutive fiscal years, with a five-year compound annual growth rate of 21.6% (FY2021 to FY2026).
- In prior fiscal years, Lumentum Holdings' Invested Capital was $3.71 billion in FY2025 (+7.1%), $3.46 billion in FY2024 (+107.5%), $1.67 billion in FY2023 (-59.9%) and $4.16 billion in FY2022 (+76.0%).
- The fiscal Q4 2026 figure stands as the highest quarterly Invested Capital in data going back to fiscal Q4 2018.
- On a year-over-year basis, Invested Capital has increased in each of the last nine quarters, with growth averaging 77.0% over the last eight quarters.
- The strongest year-over-year quarter for Invested Capital in the past five years was fiscal Q3 2025, with growth of 193.4%; the weakest was fiscal Q3 2024, with a decline of 69.6%.
- According to Business Quant data, Invested Capital for the three prior fiscal quarters was $6.26 billion (Q3 2026), $4.13 billion (Q2 2026) and $4.02 billion (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 4,865.08 Bn | 4,612.57 Bn | 54.77 Bn | 191.86 Bn |
| 2 | Cisco Systems | 424.71 Bn | 360.64 Bn | 11.06 Bn | 79.82 Bn |
| 3 | Dell Technologies | 344.52 Bn | 300.28 Bn | 9.83 Bn | 33.04 Bn |
| 4 | Arista Networks | 256.79 Bn | 210.25 Bn | 1.91 Bn | - |
| 5 | Sandisk | 254.02 Bn | 242.55 Bn | 7.58 Bn | 15.74 Bn |
| 6 | Seagate Technology Holdings | 209.18 Bn | 204.17 Bn | 1.90 Bn | 5.73 Bn |
| 7 | Western Digital | 164.06 Bn | 152.19 Bn | 2.03 Bn | 9.92 Bn |
| 8 | Sony | 144.83 Bn | 95.22 Bn | 6.53 Bn | 60.06 Bn |
| 9 | Lumentum Holdings | 86.05 Bn | 77.87 Bn | 477.30 Mn | 6.28 Bn |
| 10 | Hewlett Packard Enterprise | 84.85 Bn | 62.73 Bn | 4.93 Bn | 46.82 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | 6.28 Bn |
| Mar 28, 2026 | 6.26 Bn |
| Dec 27, 2025 | 4.13 Bn |
| Sep 27, 2025 | 4.02 Bn |
| Jun 28, 2025 | 3.71 Bn |
| Mar 29, 2025 | 3.45 Bn |
| Dec 28, 2024 | 3.44 Bn |
| Sep 28, 2024 | 3.48 Bn |
| Jun 29, 2024 | 3.46 Bn |
| Mar 30, 2024 | 1.18 Bn |
| Dec 30, 2023 | 1.60 Bn |
| Sep 30, 2023 | 1.63 Bn |
| Jul 1, 2023 | 1.67 Bn |
| Apr 1, 2023 | 3.87 Bn |
| Dec 31, 2022 | 3.86 Bn |
| Oct 1, 2022 | 3.85 Bn |
| Jul 2, 2022 | 4.16 Bn |
| Apr 2, 2022 | 2.32 Bn |
| Jan 1, 2022 | 2.42 Bn |
| Oct 2, 2021 | 2.37 Bn |
API Access
Lumentum Holdings Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=LITE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "LITE", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=LITE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();