Lumentum Holdings Inc. Inventories increased by 10.9% to $632.80M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 49.6%, from $422.90M to $632.80M. Over 4 years (FY 2021 to FY 2025), Inventories shows an upward trend with a 24.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase might suggest overproduction or weakening demand, while a decrease could indicate strong sales or potential supply chain shortages.
The carrying value of raw materials, work-in-process, and finished goods awaiting sale to consumers or enterprise client...
Consumer electronics firms strive for high inventory turnover to mitigate the risk of rapid technological depreciation.
inventories| 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 | $196.40M | $207.00M | $208.10M | $224.00M | $250.10M | $366.20M | $366.90M | $410.20M | $408.60M | $428.00M | $471.70M | $420.70M | $398.40M | $403.30M | $402.30M | $422.90M | $470.10M | $531.60M | $570.40M | $632.80M |
| QoQ Change | — | +5.4% | +0.5% | +7.6% | +11.7% | +46.4% | +0.2% | +11.8% | -0.4% | +4.7% | +10.2% | -10.8% | -5.3% | +1.2% | -0.2% | +5.1% | +11.2% | +13.1% | +7.3% | +10.9% |
| YoY Change | — | — | — | — | +27.3% | +76.9% | +76.3% | +83.1% | +63.4% | +16.9% | +28.6% | +2.6% | -2.5% | -5.8% | -14.7% | +0.5% | +18.0% | +31.8% | +41.8% | +49.6% |