Lumentum Holdings (LITE) Return on Capital Employed [ROCE] (2015 - 2026)
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.
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 Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 5,020.54 Bn | 4,766.00 Bn | 54.82 Bn | 70.57% |
| 2 | Cisco Systems | 371.11 Bn | 307.04 Bn | 11.06 Bn | 17.86% |
| 3 | Arista Networks | 215.34 Bn | 164.54 Bn | 2.33 Bn | 29.33% |
| 4 | Dell Technologies | 212.13 Bn | 167.88 Bn | 9.83 Bn | 38.06% |
| 5 | Sony | 161.14 Bn | 95.68 Bn | 7.96 Bn | 16.11% |
| 6 | Sandisk | 122.92 Bn | 107.75 Bn | 9.38 Bn | 115.35% |
| 7 | Seagate Technology Holdings | 105.29 Bn | 100.14 Bn | 2.43 Bn | 76.09% |
| 8 | Western Digital | 96.46 Bn | 86.29 Bn | 2.53 Bn | 57.31% |
| 9 | Hewlett Packard Enterprise | 59.75 Bn | 37.63 Bn | 4.93 Bn | 5.09% |
| 10 | Lumentum Holdings | 49.83 Bn | 40.78 Bn | 644.00 Mn | 17.92% |
Historic Data
| Date | Value |
|---|---|
| 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% |
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
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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=return-on-capital-employed-%5Broce%5D&ticker=LITE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();