Other
Available for sale investments
Lumentum Holdings Inc. Available for sale investments increased by 11.4% to $554.50M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 58.3%, from $350.30M to $554.50M. Over 4 years (FY 2021 to FY 2025), Available for sale investments shows a downward trend with a -25.7% CAGR.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2015
Last reportedQ4 2025
How to read this metric
An increase reflects a larger investment portfolio size, while fluctuations in value indicate changes in market interest rates and credit spreads.
Detailed definition
These are debt securities that are not classified as held-to-maturity or trading securities, representing investments th...
Peer comparison
Common in insurance portfolios to balance yield generation with liquidity requirements.
Metric ID:
other_available_for_sale_securities_debt_securitiesHistorical Data
20 periods
| 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 | $1.17B | $1.27B | $1.47B | $1.43B | $1.26B | $1.02B | $1.09B | $1.12B | $1.15B | $1.08B | $754.70M | $445.90M | $450.30M | $426.90M | $417.00M | $350.30M | $356.40M | $348.90M | $497.60M | $554.50M |
| QoQ Change | — | +8.7% | +15.5% | -2.5% | -12.2% | -19.0% | +6.7% | +2.7% | +3.3% | -6.2% | -30.3% | -40.9% | +1.0% | -5.2% | -2.3% | -16.0% | +1.7% | -2.1% | +42.6% | +11.4% |
| YoY Change | — | — | — | — | +7.4% | -19.9% | -26.0% | -22.0% | -8.3% | +6.2% | -30.7% | -60.1% | -61.0% | -60.6% | -44.7% | -21.4% | -20.9% | -18.3% | +19.3% | +58.3% |
Range$348.90M – $1.47B
CAGR-14.6%
Avg YoY Growth-18.9%
Median YoY Growth-21.1%
Current Streak2 quarters growth
Available for sale investments at Other Companies
Frequently Asked Questions
- What is Lumentum Holdings Inc.'s available for sale investments?
- Lumentum Holdings Inc. (LITE) reported available for sale investments of $554.50M in Q1 2026.
- How has Lumentum Holdings Inc.'s available for sale investments changed year-over-year?
- Lumentum Holdings Inc.'s available for sale investments increased by 58.3% year-over-year, from $350.30M to $554.50M.
- What is the long-term trend for Lumentum Holdings Inc.'s available for sale investments?
- Over 4 years (2021 to 2025), Lumentum Holdings Inc.'s available for sale investments has grown at a -25.7% compound annual growth rate (CAGR), from $1.17B to $356.40M.
- What does available for sale investments mean?
- Debt investments held for an indefinite period that can be sold if needed.