Other

Contract with Customer, Asset, after Allowance for Credit Loss

Lumentum Holdings Inc. Contract with Customer, Asset, after Allowance for Credit Loss increased by 17.2% to $441.60M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 72.7%, from $255.70M to $441.60M. Over 4 years (FY 2021 to FY 2025), Contract with Customer, Asset, after Allowance for Credit Loss shows an upward trend with a 4.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryEfficiency
SignalHigher is better
VolatilityModerate
First reportedQ3 2018
Last reportedQ4 2025

How to read this metric

An increase indicates growing service delivery ahead of billing, while a decrease may signal faster collection cycles or reduced service volume.

Detailed definition

This represents the net value of assets arising from contracts with customers after accounting for expected credit losse...

Peer comparison

Common in service-oriented financial institutions where revenue recognition precedes cash billing cycles.

Metric ID: other_contract_with_customer_asset_net

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$212.80M$263.20M$239.20M$242.20M$262.00M$340.50M$330.50M$278.00M$246.10M$220.00M$248.30M$229.80M$194.70M$198.50M$226.90M$255.70M$250.00M$307.00M$376.80M$441.60M
QoQ Change+23.7%-9.1%+1.3%+8.2%+30.0%-2.9%-15.9%-11.5%-10.6%+12.9%-7.5%-15.3%+2.0%+14.3%+12.7%-2.2%+22.8%+22.7%+17.2%
YoY Change+23.1%+29.4%+38.2%+14.8%-6.1%-35.4%-24.9%-17.3%-20.9%-9.8%-8.6%+11.3%+28.4%+54.7%+66.1%+72.7%
Range$194.70M$441.60M
CAGR+16.6%
Avg YoY Growth+13.5%
Median YoY Growth+13.0%
Current Streak3 quarters growth

Contract with Customer, Asset, after Allowance for Credit Loss at Other Companies

Frequently Asked Questions

What is Lumentum Holdings Inc.'s contract with customer, asset, after allowance for credit loss?
Lumentum Holdings Inc. (LITE) reported contract with customer, asset, after allowance for credit loss of $441.60M in Q1 2026.
How has Lumentum Holdings Inc.'s contract with customer, asset, after allowance for credit loss changed year-over-year?
Lumentum Holdings Inc.'s contract with customer, asset, after allowance for credit loss increased by 72.7% year-over-year, from $255.70M to $441.60M.
What is the long-term trend for Lumentum Holdings Inc.'s contract with customer, asset, after allowance for credit loss?
Over 4 years (2021 to 2025), Lumentum Holdings Inc.'s contract with customer, asset, after allowance for credit loss has grown at a 4.1% compound annual growth rate (CAGR), from $212.80M to $250.00M.
What does contract with customer, asset, after allowance for credit loss mean?
The net value of rights to payment from customers for services already performed, adjusted for potential non-payment.