Lumentum Holdings LITE
NASDAQ LITE
$921.32 -20.33 (-2.16%)
At close: Sep 28, 2026 · 4:00 PM EDT

Lumentum Holdings (LITE) Return on Capital Employed [ROCE] (2015 - 2026)

Updated

Lumentum Holdings (LITE) recorded Return on Capital Employed [ROCE] of 11.20% in fiscal Q4 2026 (quarter ended Jun 27, 2026), up 16.06 percentage points from -4.86% a year earlier but down 0.36 percentage points from the prior quarter.

Analysis

Lumentum Holdings (LITE) Return on Capital Employed [ROCE] (2015 - 2026) Analysis & Trends

For FY2026 (ended Jun 27, 2026), Lumentum Holdings reported Return on Capital Employed [ROCE] of 15.99%, up 20.88 percentage points from FY2025.

  • Annual Return on Capital Employed [ROCE] has a five-year change of -3.12 percentage points (FY2021 to FY2026).
  • Across earlier fiscal years, Return on Capital Employed [ROCE] came in at -4.89% in FY2025 (+5.92 pp), -10.82% in FY2024 (-7.74 pp), -3.07% in FY2023 (-12.73 pp) and 9.66% in FY2022 (-9.45 pp).
  • Quarterly Return on Capital Employed [ROCE] has ranged from -11.95% in fiscal Q1 2025 to 18.60% in fiscal Q1 2022 over the past five years.
  • On a year-over-year basis, Return on Capital Employed [ROCE] has increased for six consecutive quarters, with an average year-over-year change of +6.88 percentage points over the last eight quarters.
  • Peak year-over-year performance for Return on Capital Employed [ROCE] in the last five years was a gain of 19.99 percentage points in fiscal Q3 2026, against a drop of 15.04 percentage points in fiscal Q2 2023 at the low end.
  • Per Business Quant, the preceding three fiscal quarters came in at 11.56% (Q3 2026), 2.64% (Q2 2026) and -3.15% (Q1 2026).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Apple 4,982.68 Bn 4,730.17 Bn 54.77 Bn 67.97%
2 Cisco Systems 421.04 Bn 356.97 Bn 11.06 Bn 17.86%
3 Dell Technologies 360.24 Bn 315.99 Bn 9.83 Bn 38.06%
4 Arista Networks 260.49 Bn 213.94 Bn 1.91 Bn 28.65%
5 Sandisk 259.56 Bn 248.08 Bn 7.58 Bn 87.19%
6 Seagate Technology Holdings 207.93 Bn 202.92 Bn 1.90 Bn 64.93%
7 Western Digital 164.91 Bn 153.04 Bn 2.03 Bn 43.60%
8 Sony 144.83 Bn 95.22 Bn 6.53 Bn 14.81%
9 Hewlett Packard Enterprise 83.59 Bn 61.47 Bn 4.93 Bn 5.09%
10 Lumentum Holdings 83.43 Bn 75.24 Bn 477.30 Mn 11.20%
Historic Data

Historic Data

Download Data
DateValue
Jun 27, 2026 11.20%
Mar 28, 2026 11.56%
Dec 27, 2025 2.64%
Sep 27, 2025 -3.15%
Jun 28, 2025 -4.86%
Mar 29, 2025 -8.43%
Dec 28, 2024 -10.55%
Sep 28, 2024 -11.95%
Jun 29, 2024 -11.42%
Mar 30, 2024 -8.67%
Dec 30, 2023 -7.44%
Sep 30, 2023 -5.26%
Jul 1, 2023 -3.00%
Apr 1, 2023 -0.12%
Dec 31, 2022 2.61%
Oct 1, 2022 5.79%
Jul 2, 2022 8.84%
Apr 2, 2022 9.14%
Jan 1, 2022 17.65%
Oct 2, 2021 18.60%
API Access

Lumentum Holdings Return on Capital Employed [ROCE] 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=return-on-capital-employed-%5Broce%5D&ticker=LITE&period=max&api_key=YOUR_API_KEY