Lumentum Holdings Inc. Change in Inventories increased by 39.3% to $62.70M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 202.9%, from $20.70M to $62.70M. Over 3 years (FY 2022 to FY 2025), Change in Inventories shows an upward trend with a 11.2% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase might signal preparation for a major product launch or, conversely, slowing demand and potential future write-downs.
This metric tracks the change in the value of raw materials, work-in-progress, and finished goods held by the company. A...
Consumer hardware companies aim for high inventory turnover to minimize the risk of product obsolescence.
cf_change_in_inventories| 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 | $10.30M | $700.00K | $15.50M | $25.30M | $24.60M | $11.80M | $44.20M | $900.00K | $16.80M | -$24.30M | -$45.00M | -$21.30M | $6.50M | -$1.50M | $20.70M | $45.60M | $57.50M | $45.00M | $62.70M |
| QoQ Change | — | -93.2% | >999% | +63.2% | -2.8% | -52.0% | +274.6% | -98.0% | >999% | -244.6% | -85.2% | +52.7% | +130.5% | -123.1% | >999% | +120.3% | +26.1% | -21.7% | +39.3% |
| YoY Change | — | — | — | — | +138.8% | >999% | +185.2% | -96.4% | -31.7% | -305.9% | -201.8% | <-999% | -61.3% | +93.8% | +146.0% | +314.1% | +784.6% | >999% | +202.9% |