Lumentum Holdings (LITE) Return on Equity [ROE] (2015 - 2026)
Lumentum Holdings (LITE) reported Return on Equity [ROE] of -142.77% for fiscal Q1 2027 (quarter ended Sep 26, 2026), down 154.51 percentage points from 11.75% a year earlier but up 39.32 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).
- Five-year quarterly Return on Equity [ROE] spans a low of -182.09% in fiscal Q4 2026 and a high of 30.92% in fiscal Q2 2026.
- Year over year, Return on Equity [ROE] gained in four of the last eight quarters, with an average year-over-year change of -13.71 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 Q1 2027 came in at -182.09% (Q4 2026), 23.03% (Q3 2026) and 30.92% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 5,020.54 Bn | 4,766.00 Bn | 54.82 Bn | 120.37% |
| 2 | Cisco Systems | 371.11 Bn | 307.04 Bn | 11.06 Bn | 26.76% |
| 3 | Arista Networks | 215.34 Bn | 164.54 Bn | 2.33 Bn | 30.42% |
| 4 | Dell Technologies | 212.13 Bn | 167.88 Bn | 9.83 Bn | - |
| 5 | Sony | 161.14 Bn | 95.68 Bn | 7.96 Bn | -8.34% |
| 6 | Sandisk | 122.92 Bn | 107.75 Bn | 9.38 Bn | 114.69% |
| 7 | Seagate Technology Holdings | 105.29 Bn | 100.14 Bn | 2.43 Bn | 156.44% |
| 8 | Western Digital | 96.46 Bn | 86.29 Bn | 2.53 Bn | 110.05% |
| 9 | Hewlett Packard Enterprise | 59.75 Bn | 37.63 Bn | 4.93 Bn | 10.75% |
| 10 | Lumentum Holdings | 49.83 Bn | 40.78 Bn | 644.00 Mn | -142.77% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 26, 2026 | -142.77% |
| 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% |
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();