Lumentum Holdings (LITE) Return on Equity [ROE] (2015 - 2026)
Lumentum Holdings (LITE) reported Return on Equity [ROE] of -182.09% for fiscal Q4 2026 (quarter ended Jun 27, 2026), down 184.66 percentage points from 2.57% a year earlier and down 205.12 percentage points from the prior quarter.
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Analysis
Lumentum Holdings (LITE) Return on Equity [ROE] (2015 - 2026) Analysis & Trends
For FY2026 (ended Jun 27, 2026), Lumentum Holdings posted Return on Equity [ROE] of -240.03%, down 242.50 percentage points from FY2025.
- Return on Equity [ROE] has a five-year change of -261.38 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Equity [ROE] came in at 2.48% in FY2025 (+49.73 pp), -47.25% in FY2024 (-39.11 pp), -8.15% in FY2023 (-18.48 pp) and 10.34% in FY2022 (-11.01 pp).
- The fiscal Q4 2026 figure ranks as the lowest quarterly Return on Equity [ROE] in data going back to fiscal Q1 2016.
- Year over year, Return on Equity [ROE] gained in four of the last eight quarters, with an average year-over-year change of -0.10 percentage points.
- The high point for year-over-year Return on Equity [ROE] in five years was fiscal Q2 2026 (a gain of 90.05 percentage points); the low point was fiscal Q4 2026 (a drop of 184.66 percentage points).
- Per Business Quant data, the three fiscal quarters before Q4 2026 came in at 23.03% (Q3 2026), 30.92% (Q2 2026) and 11.75% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 4,982.68 Bn | 4,730.17 Bn | 54.77 Bn | 120.49% |
| 2 | Cisco Systems | 421.04 Bn | 356.97 Bn | 11.06 Bn | 26.76% |
| 3 | Dell Technologies | 360.24 Bn | 315.99 Bn | 9.83 Bn | - |
| 4 | Arista Networks | 260.49 Bn | 213.94 Bn | 1.91 Bn | 28.60% |
| 5 | Sandisk | 259.56 Bn | 248.08 Bn | 7.58 Bn | 77.48% |
| 6 | Seagate Technology Holdings | 207.93 Bn | 202.92 Bn | 1.90 Bn | 195.22% |
| 7 | Western Digital | 164.91 Bn | 153.04 Bn | 2.03 Bn | 101.64% |
| 8 | Sony | 144.83 Bn | 95.22 Bn | 6.53 Bn | -2.90% |
| 9 | Hewlett Packard Enterprise | 83.59 Bn | 61.47 Bn | 4.93 Bn | 10.75% |
| 10 | Lumentum Holdings | 83.43 Bn | 75.24 Bn | 477.30 Mn | -182.09% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | -182.09% |
| Mar 28, 2026 | 23.03% |
| Dec 27, 2025 | 30.92% |
| Sep 27, 2025 | 11.75% |
| Jun 28, 2025 | 2.57% |
| Mar 29, 2025 | -50.22% |
| Dec 28, 2024 | -59.13% |
| Sep 28, 2024 | -60.54% |
| Jun 29, 2024 | -51.22% |
| Mar 30, 2024 | -28.86% |
| Dec 30, 2023 | -20.59% |
| Sep 30, 2023 | -14.93% |
| Jul 1, 2023 | -9.10% |
| Apr 1, 2023 | -2.38% |
| Dec 31, 2022 | 1.86% |
| Oct 1, 2022 | 6.88% |
| Jul 2, 2022 | 10.50% |
| Apr 2, 2022 | 9.44% |
| Jan 1, 2022 | 19.29% |
| Oct 2, 2021 | 20.88% |
API Access
Lumentum Holdings Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=LITE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=LITE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();