Lumentum Holdings (LITE) Return on Invested Capital [ROIC] (2019 - 2026)
Lumentum Holdings (LITE) recorded Return on Invested Capital [ROIC] of 13.85% in fiscal Q1 2027 (quarter ended Sep 26, 2026), up 13.85 percentage points from 0.00% a year earlier and up 5.75 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 (-12.66 pp), -4.27% in FY2023 (-12.66 pp) and 8.39% in FY2022 (-13.59 pp).
- The fiscal Q1 2027 figure is the highest quarterly Return on Invested Capital [ROIC] since fiscal Q2 2022.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for nine consecutive quarters, with an average year-over-year change of +12.79 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 8.09% (Q4 2026), 4.56% (Q3 2026) and 0.61% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 5,020.54 Bn | 4,766.00 Bn | 54.82 Bn | 68.32% |
| 2 | Cisco Systems | 371.11 Bn | 307.04 Bn | 11.06 Bn | 15.92% |
| 3 | Arista Networks | 215.34 Bn | 164.54 Bn | 2.33 Bn | - |
| 4 | Dell Technologies | 212.13 Bn | 167.88 Bn | 9.83 Bn | 37.37% |
| 5 | Sony | 161.14 Bn | 95.68 Bn | 7.96 Bn | 12.98% |
| 6 | Sandisk | 122.92 Bn | 107.75 Bn | 9.38 Bn | - |
| 7 | Seagate Technology Holdings | 105.29 Bn | 100.14 Bn | 2.43 Bn | 82.33% |
| 8 | Western Digital | 96.46 Bn | 86.29 Bn | 2.53 Bn | 53.78% |
| 9 | Hewlett Packard Enterprise | 59.75 Bn | 37.63 Bn | 4.93 Bn | 5.57% |
| 10 | Lumentum Holdings | 49.83 Bn | 40.78 Bn | 644.00 Mn | 13.85% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 26, 2026 | 13.85% |
| 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 | 4.01% |
| Jul 2, 2022 | 8.46% |
| Apr 2, 2022 | 10.16% |
| Jan 1, 2022 | 18.36% |
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();