Lumentum Holdings LITE
NASDAQ LITE
$596.62 -28.03 (-4.49%)
At close: Nov 13, 2026 · 4:00 PM EST

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

Updated

Lumentum Holdings (LITE) recorded Return on Capital Employed [ROCE] of 17.92% in fiscal Q1 2027 (quarter ended Sep 26, 2026), up 21.07 percentage points from -3.15% a year earlier and up 6.72 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).
  • The fiscal Q1 2027 figure is the highest quarterly Return on Capital Employed [ROCE] since fiscal Q1 2022.
  • On a year-over-year basis, Return on Capital Employed [ROCE] has increased for seven consecutive quarters, with an average year-over-year change of +10.35 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 21.07 percentage points in fiscal Q1 2027, 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 11.20% (Q4 2026), 11.56% (Q3 2026) and 2.64% (Q2 2026).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Apple 5,177.41 Bn 4,922.87 Bn 54.82 Bn 70.57%
2 Cisco Systems 377.40 Bn 377.40 Bn 11.79 Bn -
3 Arista Networks 249.38 Bn 198.58 Bn 2.33 Bn 29.33%
4 Dell Technologies 220.34 Bn 176.10 Bn 9.83 Bn 38.06%
5 Sony 166.48 Bn 103.89 Bn 7.96 Bn 16.11%
6 Sandisk 127.44 Bn 112.27 Bn 9.38 Bn 115.35%
7 Seagate Technology Holdings 121.35 Bn 116.20 Bn 2.43 Bn 76.09%
8 Western Digital 110.67 Bn 100.50 Bn 2.53 Bn 57.31%
9 Hewlett Packard Enterprise 64.15 Bn 42.09 Bn 4.93 Bn 5.09%
10 Lumentum Holdings 54.05 Bn 45.01 Bn 644.00 Mn 17.92%
Historic Data

Historic Data

Download Data
DateValue
Sep 26, 2026 17.92%
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%
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