Discontinued — last reported Q4 '25
Lumentum Holdings Inc. Change in AP decreased by 42.3% to $29.50M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 375.8%, from $6.20M to $29.50M. Over 3 years (FY 2022 to FY 2025), Change in AP shows an upward trend with a 13.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests the company is successfully leveraging its scale to negotiate better payment terms with its supply chain.
Accounts payable represents the change in the amount the company owes to its suppliers for materials or services purchas...
Dominant market leaders often have high accounts payable as they can dictate longer payment terms to their vendors.
cf_change_in_accounts_payable| 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 | -$10.50M | $15.30M | $9.50M | $32.70M | -$41.10M | -$3.90M | $700.00K | -$29.70M | -$28.00M | -$23.10M | -$31.70M | -$6.90M | $32.60M | $6.10M | $6.20M | $24.30M | $28.80M | $51.10M | $29.50M |
| QoQ Change | — | +245.7% | -37.9% | +244.2% | -225.7% | +90.5% | +117.9% | <-999% | +5.7% | +17.5% | -37.2% | +78.2% | +572.5% | -81.3% | +1.6% | +291.9% | +18.5% | +77.4% | -42.3% |
| YoY Change | — | — | — | — | -291.4% | -125.5% | -92.6% | -190.8% | +31.9% | -492.3% | <-999% | +76.8% | +216.4% | +126.4% | +119.6% | +452.2% | -11.7% | +737.7% | +375.8% |