Lumentum Holdings (LITE) Return on Invested Capital [ROIC] (2019 - 2026)
Lumentum Holdings (LITE) recorded Return on Invested Capital [ROIC] of 8.09% in fiscal Q4 2026 (quarter ended Jun 27, 2026), up 8.09 percentage points from 0.00% a year earlier and up 3.53 percentage points from the prior quarter.
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Analysis
Lumentum Holdings (LITE) Return on Invested Capital [ROIC] (2019 - 2026) Analysis & Trends
For FY2026 (ended Jun 27, 2026), Lumentum Holdings reported Return on Invested Capital [ROIC] of 10.16%, up 10.16 percentage points from FY2025.
- Annual Return on Invested Capital [ROIC] has a five-year change of -11.83 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 0.00% in FY2025 (+16.93 pp), -16.93% in FY2024 (-12.96 pp), -3.97% in FY2023 (-11.84 pp) and 7.87% in FY2022 (-14.12 pp).
- The fiscal Q4 2026 figure is the highest quarterly Return on Invested Capital [ROIC] since fiscal Q3 2022.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for eight consecutive quarters, with an average year-over-year change of +11.08 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 18.72 percentage points in fiscal Q4 2025, against a drop of 25.59 percentage points in fiscal Q3 2024 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 4.56% (Q3 2026), 0.61% (Q2 2026) and 0.00% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 4,982.68 Bn | 4,730.17 Bn | 54.77 Bn | 66.86% |
| 2 | Cisco Systems | 421.04 Bn | 356.97 Bn | 11.06 Bn | 15.92% |
| 3 | Dell Technologies | 360.24 Bn | 315.99 Bn | 9.83 Bn | 37.37% |
| 4 | Arista Networks | 260.49 Bn | 213.94 Bn | 1.91 Bn | - |
| 5 | Sandisk | 259.56 Bn | 248.08 Bn | 7.58 Bn | 73.74% |
| 6 | Seagate Technology Holdings | 207.93 Bn | 202.92 Bn | 1.90 Bn | 66.09% |
| 7 | Western Digital | 164.91 Bn | 153.04 Bn | 2.03 Bn | 40.01% |
| 8 | Sony | 144.83 Bn | 95.22 Bn | 6.53 Bn | 12.73% |
| 9 | Hewlett Packard Enterprise | 83.59 Bn | 61.47 Bn | 4.93 Bn | 5.57% |
| 10 | Lumentum Holdings | 83.43 Bn | 75.24 Bn | 477.30 Mn | 8.09% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | 8.09% |
| Mar 28, 2026 | 4.56% |
| Dec 27, 2025 | 0.61% |
| Sep 27, 2025 | 0.00% |
| Jun 28, 2025 | 0.00% |
| Mar 29, 2025 | -8.85% |
| Dec 28, 2024 | -11.04% |
| Sep 28, 2024 | -12.56% |
| Jun 29, 2024 | -18.72% |
| Mar 30, 2024 | -25.70% |
| Dec 30, 2023 | -18.19% |
| Sep 30, 2023 | -12.75% |
| Jul 1, 2023 | -4.18% |
| Apr 1, 2023 | -0.11% |
| Dec 31, 2022 | 1.20% |
| Oct 1, 2022 | 3.81% |
| Jul 2, 2022 | 7.92% |
| Apr 2, 2022 | 10.16% |
| Jan 1, 2022 | 18.36% |
| Oct 2, 2021 | 19.76% |
API Access
Lumentum Holdings Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=LITE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=LITE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();