Lumentum Holdings (XTER:LU2) Inventories, Raw Materials & Components: €278 Mil (As of Mar. 2026)


XTER:LU2 Lumentum Holdings Inc XTER:LU2
61 GF Score
Price €691.40
GF Value €80.10
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Lumentum Holdings Inventories, Raw Materials & Components?

Lumentum Holdings XTER:LU2 -6.66% 61 Inventories, Raw Materials & Components is €278 Mil as of Mar. 2026. GuruFocus rates XTER:LU2 with a GF Score™ of 61/100 and a GF Value™ of €80.10 (Significantly Overvalued). The stock has 4 warning signs investors should review.

Lumentum Holdings's inventories, raw materials & components for the quarter that ended in Mar. 2026 was €278 Mil.

Lumentum Holdings's quarterly raw materials increased from Sep. 2025 (€209 Mil) to Dec. 2025 (€225 Mil) and increased from Dec. 2025 (€225 Mil) to Mar. 2026 (€278 Mil).

Lumentum Holdings's annual raw materials increased from Jun. 2023 (€157 Mil) to Jun. 2024 (€183 Mil) and increased from Jun. 2024 (€183 Mil) to Jun. 2025 (€220 Mil).

Lumentum Holdings Inventories, Raw Materials & Components Historical Data

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The historical data trend for Lumentum Holdings's Inventories, Raw Materials & Components can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Lumentum Holdings Inventories, Raw Materials & Components Chart

Lumentum Holdings Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Inventories, Raw Materials & Components
Get a 7-Day Free Trial Premium Member Only Premium Member Only 53.45 93.56 157.37 182.92 219.52

Lumentum Holdings Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Inventories, Raw Materials & Components Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 210.72 219.52 208.91 225.11 277.75
XTER:LU2
61GF Score
Lumentum Holdings Inc XTER:LU2
Inventories, Raw Materials & Components is just one metric. See GF Score™, valuation, warning signs, and more.
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Lumentum Holdings Inventories, Raw Materials & Components Calculation

Materials and components scheduled for use in making a product.

What does a Inventories, Raw Materials & Components of €278 Mil mean?
Lumentum Holdings (XTER:LU2) has a Inventories, Raw Materials & Components of €278 Mil as of Mar. 2026. Raw materials are the components a company uses for its main products. View historical data on Lumentum Holdings and its competitors.
Is Lumentum Holdings' Inventories, Raw Materials & Components too high?
Lumentum Holdings' current Inventories, Raw Materials & Components is €278 Mil. Overall, Lumentum Holdings has a GF Score™ of 61/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Lumentum Holdings' Inventories, Raw Materials & Components compare to MSI and HPE?
Lumentum Holdings' Inventories, Raw Materials & Components of €278 Mil can be compared against companies in the Hardware industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Inventories, Raw Materials & Components for a Hardware company?
A good Inventories, Raw Materials & Components depends on the Hardware industry context. However, Inventories, Raw Materials & Components should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Inventories, Raw Materials & Components mean?
A high Inventories, Raw Materials & Components can signal that a stock is expensive relative to its fundamentals. Raw materials are the components a company uses for its main products. View historical data on Lumentum Holdings and its competitors. Lumentum Holdings's current Inventories, Raw Materials & Components is €278 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lumentum Holdings stock overvalued right now?
Based on GuruFocus' analysis, Lumentum Holdings (XTER:LU2) is currently considered Significantly Overvalued. The stock's GF Value™ is €80.10, compared to a current price of €691.40 — trading 763.2% above its estimated fair value. The current Inventories, Raw Materials & Components is €278 Mil. Lumentum Holdings' overall GF Score™ is 61/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Inventories, Raw Materials & Components calculated?
Inventories, Raw Materials & Components is calculated from a company's financial statements. For Lumentum Holdings (XTER:LU2), the current Inventories, Raw Materials & Components is €278 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Lumentum Holdings (XTER:LU2) Overvalued in 2026?

Based on GuruFocus' analysis, Lumentum Holdings stock appears to be overvalued. The current stock price of €691.40 is trading 763.2% above its estimated GF Value™ of €80.10. GuruFocus considers Lumentum Holdings to be Significantly Overvalued.

Key valuation signals for XTER:LU2:

  • Inventories, Raw Materials & Components: €278 Mil
  • GF Value™: €80.10 vs. price of €691.40 (763.2% above fair value)
  • GF Score™: 61/100 with 4 warning signs

No single metric tells the full story. See the XTER:LU2 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Lumentum Holdings Business Description

Address 1001 Ridder Park Drive, San Jose, CA, USA, 95131
Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.
61GF Score

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Inventories, Raw Materials & Components is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€691.40
Price
€80.10
GF Value