Current Assets

Raw materials

Lumentum Holdings Inc. Raw materials increased by 21.8% to $321.10M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 41.0%, from $227.80M to $321.10M. Over 4 years (FY 2021 to FY 2025), Raw materials shows an upward trend with a 40.8% CAGR.

Analysis

StatementBalance Sheet Statement
SectionCurrent Assets
CategoryEfficiency
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026
Parent metricInventories

How to read this metric

High levels may signal proactive supply chain hedging against shortages, while low levels could indicate lean inventory management or potential supply risks.

Detailed definition

The cost of basic components and supplies held for use in the manufacturing of finished products. This inventory serves...

Peer comparison

Standard across manufacturing sectors; levels vary based on supply chain strategy and lead times.

Metric ID: inv_raw_materials

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$64.40M$64.50M$71.60M$78.00M$98.90M$150.60M$166.20M$168.40M$170.50M$173.30M$206.60M$202.80M$196.90M$206.00M$208.50M$227.80M$253.20M$245.20M$263.60M$321.10M
QoQ Change+0.2%+11.0%+8.9%+26.8%+52.3%+10.4%+1.3%+1.2%+1.6%+19.2%-1.8%-2.9%+4.6%+1.2%+9.3%+11.2%-3.2%+7.5%+21.8%
YoY Change+53.6%+133.5%+132.1%+115.9%+72.4%+15.1%+24.3%+20.4%+15.5%+18.9%+0.9%+12.3%+28.6%+19.0%+26.4%+41.0%
% of Inventories32.8%31.2%34.4%34.8%39.5%41.1%45.3%41.1%41.7%40.5%43.8%48.2%49.4%51.1%51.8%53.9%53.9%46.1%46.2%50.7%
Share Change-1.6pp+3.2pp+0.4pp+4.7pp+1.6pp+4.2pp-4.2pp+0.7pp-1.2pp+3.3pp+4.4pp+1.2pp+1.7pp+0.7pp+2.0pp-0.0pp-7.7pp+0.1pp+4.5pp
Range$64.40M$321.10M
CAGR+40.2%
Avg YoY Growth+45.6%
Median YoY Growth+25.4%
Current Streak2 quarters growth

Frequently Asked Questions

What is Lumentum Holdings Inc.'s raw materials?
Lumentum Holdings Inc. (LITE) reported raw materials of $321.10M in Q1 2026.
How has Lumentum Holdings Inc.'s raw materials changed year-over-year?
Lumentum Holdings Inc.'s raw materials increased by 41.0% year-over-year, from $227.80M to $321.10M.
What is the long-term trend for Lumentum Holdings Inc.'s raw materials?
Over 4 years (2021 to 2025), Lumentum Holdings Inc.'s raw materials has grown at a 40.8% compound annual growth rate (CAGR), from $64.40M to $253.20M.
What does raw materials mean?
The value of basic materials and supplies waiting to be used in production.