Lumentum Holdings Inc. CapEx increased by 49.2% to $124.70M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 98.6%, from $62.80M to $124.70M. Over 4 years (FY 2021 to FY 2025), CapEx shows an upward trend with a 28.5% CAGR.
An increase signals growth investment or infrastructure modernization; a decrease might suggest cost-cutting or a transition to an asset-light model.
Funds used by a company to acquire, upgrade, and maintain physical assets such as property, plants, buildings, technolog...
Hardware-focused tech firms typically have higher CapEx relative to revenue than pure software companies due to manufacturing and supply chain needs.
cf_capital_expenditures| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $18.40M | $17.90M | $26.10M | $18.60M | $28.60M | $22.90M | $39.90M | $29.40M | $36.30M | $57.80M | $31.00M | $19.60M | $24.60M | $74.10M | $40.20M | $62.80M | $53.90M | $76.20M | $83.60M | $124.70M |
| QoQ Change | — | -2.7% | +45.8% | -28.7% | +53.8% | -19.9% | +74.2% | -26.3% | +23.5% | +59.2% | -46.4% | -36.8% | +25.5% | +201.2% | -45.7% | +56.2% | -14.2% | +41.4% | +9.7% | +49.2% |
| YoY Change | — | — | — | — | +55.4% | +27.9% | +52.9% | +58.1% | +26.9% | +152.4% | -22.3% | -33.3% | -32.2% | +28.2% | +29.7% | +220.4% | +119.1% | +2.8% | +108.0% | +98.6% |