Lufax Holding (LU) Interest & Investment Income (2019 - 2026)
Lufax Holding's (LU) quarterly Interest & Investment Income came in at $41.5 million in Q2 2026, down 70.57% year-over-year from $141.2 million in Q2 2025, and down 70.57% quarter-over-quarter from $141.2 million in Q2 2025.
Analysis
Lufax Holding (LU) Interest & Investment Income (2019 - 2026) Analysis & Trends
Lufax Holding (LU) has reported Interest & Investment Income for 8 consecutive years, with $41.5 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Interest & Investment Income fell 70.57% year-over-year to $41.5 million in Q2 2026; TTM through Jun 2026 was $206.0 million, a 1.44% decrease from a year earlier, with the FY2023 full-year figure at $148.0 million, down 21.84% from the prior year.
- Interest & Investment Income was $41.5 million for Q2 2026 at Lufax Holding, down from $141.2 million in the prior quarter.
- Over five years, Interest & Investment Income peaked at $141.2 million in Q2 2025 and troughed at $10.4 million in Q3 2024.
- A 5-year average of $45.6 million and a median of $41.5 million in 2026 frame the typical range for Interest & Investment Income.
- Across the five-year window, Interest & Investment Income surged 1023.03% in 2022 and plunged 84.09% in 2023, its largest moves.
- Over 5 years, Interest & Investment Income stood at $39.8 million in 2022, then grew by 24.83% to $49.7 million in 2023, then sank by 79.07% to $10.4 million in 2024, then jumped by 1257.24% to $141.2 million in 2025, then slumped by 70.57% to $41.5 million in 2026.
- The last three Interest & Investment Income figures came in at $41.5 million (Q2 2026), $141.2 million (Q2 2025), and $10.4 million (Q3 2024), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 44.18 Bn | 44.51 Bn | 4.68 Bn | 1.78 Bn |
| 2 | Royalty Pharma | 33.59 Bn | 35.70 Bn | - | 5.13 Mn |
| 3 | Royal Gold | 21.14 Bn | 21.00 Bn | 390.45 Mn | 3.55 Mn |
| 4 | OR Royalties | 6.88 Bn | 6.81 Bn | 82.22 Mn | 1.59 Mn |
| 5 | Encore Capital | 2.11 Bn | 1.93 Bn | 455.04 Mn | - |
| 6 | Atlanticus Holdings | 1.41 Bn | 851.50 Mn | 686.46 Mn | - |
| 7 | Jefferson Capital | 1.18 Bn | 1.16 Bn | - | - |
| 8 | Lufax Holding | 1.04 Bn | -1.23 Bn | - | 77.03 Mn |
| 9 | Upbound | 998.67 Mn | 893.37 Mn | 594.84 Mn | - |
| 10 | Metalla Royalty & Streaming | 942.93 Mn | 931.86 Mn | 4.75 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 41.55 Mn |
| Jun 30, 2025 | 141.17 Mn |
| Sep 30, 2024 | 10.40 Mn |
| Jun 30, 2024 | 12.92 Mn |
| Mar 31, 2024 | 44.56 Mn |
| Dec 31, 2023 | 49.70 Mn |
| Sep 30, 2023 | 34.62 Mn |
| Jun 30, 2023 | 51.03 Mn |
| Mar 31, 2023 | 10.92 Mn |
| Dec 31, 2022 | 39.81 Mn |
| Sep 30, 2022 | 23.59 Mn |
| Jun 30, 2022 | 63.93 Mn |
| Mar 31, 2022 | 68.62 Mn |
| Dec 31, 2021 | 56.31 Mn |
| Sep 30, 2021 | 41.35 Mn |
| Jun 30, 2021 | 5.69 Mn |
| Mar 31, 2021 | 74.74 Mn |
| Dec 31, 2020 | 59.16 Mn |
| Sep 30, 2020 | 15.78 Mn |
| Jun 30, 2020 | 31.10 Mn |