Stock Analysis on Net
Stock Analysis on Net

Lumentum Holdings Inc. (NASDAQ:LITE)

デュポンの分析: ROE、ROA、純利益率の内訳 

Microsoft Excel

ROE分解では、純利益を株主資本で割ったものを構成比率の積として表します。

ROEを2つのコンポーネントに分解

Lumentum Holdings Inc.、ROEの分解

Microsoft Excel
ROE = ROA × 財務レバレッジ比率
2025/06/28 2.28% = 0.61% × 3.72
2024/06/29 -57.09% = -13.90% × 4.11
2023/07/01 -9.71% = -2.84% × 3.42
2022/07/02 10.61% = 4.78% × 2.22
2021/07/03 20.14% = 11.19% × 1.80
2020/06/27 7.75% = 4.12% × 1.88

レポートに基づく: 10-K (報告日: 2025-06-28), 10-K (報告日: 2024-06-29), 10-K (報告日: 2023-07-01), 10-K (報告日: 2022-07-02), 10-K (報告日: 2021-07-03), 10-K (報告日: 2020-06-27).

ROEを3つの要素に分解

Lumentum Holdings Inc.、ROEの分解

Microsoft Excel
ROE = 純利益率 × 資産回転率 × 財務レバレッジ比率
2025/06/28 2.28% = 1.57% × 0.39 × 3.72
2024/06/29 -57.09% = -40.21% × 0.35 × 4.11
2023/07/01 -9.71% = -7.45% × 0.38 × 3.42
2022/07/02 10.61% = 11.61% × 0.41 × 2.22
2021/07/03 20.14% = 22.80% × 0.49 × 1.80
2020/06/27 7.75% = 8.07% × 0.51 × 1.88

レポートに基づく: 10-K (報告日: 2025-06-28), 10-K (報告日: 2024-06-29), 10-K (報告日: 2023-07-01), 10-K (報告日: 2022-07-02), 10-K (報告日: 2021-07-03), 10-K (報告日: 2020-06-27).

ROEを5つの要素に分解

Lumentum Holdings Inc.、ROEの分解

Microsoft Excel
ROE = 税負担 × 利息負担 × EBITマージン × 資産回転率 × 財務レバレッジ比率
2025/06/28 2.28% = — × — × -9.11% × 0.39 × 3.72
2024/06/29 -57.09% = — × — × -27.36% × 0.35 × 4.11
2023/07/01 -9.71% = — × — × -3.79% × 0.38 × 3.42
2022/07/02 10.61% = 0.85 × 0.75 × 18.41% × 0.41 × 2.22
2021/07/03 20.14% = 0.86 × 0.87 × 30.40% × 0.49 × 1.80
2020/06/27 7.75% = 0.78 × 0.74 × 14.03% × 0.51 × 1.88

レポートに基づく: 10-K (報告日: 2025-06-28), 10-K (報告日: 2024-06-29), 10-K (報告日: 2023-07-01), 10-K (報告日: 2022-07-02), 10-K (報告日: 2021-07-03), 10-K (報告日: 2020-06-27).

ROAを2つのコンポーネントに分解

Lumentum Holdings Inc.、ROAの分解

Microsoft Excel
ROA = 純利益率 × 資産回転率
2025/06/28 0.61% = 1.57% × 0.39
2024/06/29 -13.90% = -40.21% × 0.35
2023/07/01 -2.84% = -7.45% × 0.38
2022/07/02 4.78% = 11.61% × 0.41
2021/07/03 11.19% = 22.80% × 0.49
2020/06/27 4.12% = 8.07% × 0.51

レポートに基づく: 10-K (報告日: 2025-06-28), 10-K (報告日: 2024-06-29), 10-K (報告日: 2023-07-01), 10-K (報告日: 2022-07-02), 10-K (報告日: 2021-07-03), 10-K (報告日: 2020-06-27).

ROAを4つの要素に分解

Lumentum Holdings Inc.、ROAの分解

Microsoft Excel
ROA = 税負担 × 利息負担 × EBITマージン × 資産回転率
2025/06/28 0.61% = — × — × -9.11% × 0.39
2024/06/29 -13.90% = — × — × -27.36% × 0.35
2023/07/01 -2.84% = — × — × -3.79% × 0.38
2022/07/02 4.78% = 0.85 × 0.75 × 18.41% × 0.41
2021/07/03 11.19% = 0.86 × 0.87 × 30.40% × 0.49
2020/06/27 4.12% = 0.78 × 0.74 × 14.03% × 0.51

レポートに基づく: 10-K (報告日: 2025-06-28), 10-K (報告日: 2024-06-29), 10-K (報告日: 2023-07-01), 10-K (報告日: 2022-07-02), 10-K (報告日: 2021-07-03), 10-K (報告日: 2020-06-27).

当期純利益率の分解

Lumentum Holdings Inc.、純利益率の分解

Microsoft Excel
純利益率 = 税負担 × 利息負担 × EBITマージン
2025/06/28 1.57% = — × — × -9.11%
2024/06/29 -40.21% = — × — × -27.36%
2023/07/01 -7.45% = — × — × -3.79%
2022/07/02 11.61% = 0.85 × 0.75 × 18.41%
2021/07/03 22.80% = 0.86 × 0.87 × 30.40%
2020/06/27 8.07% = 0.78 × 0.74 × 14.03%

レポートに基づく: 10-K (報告日: 2025-06-28), 10-K (報告日: 2024-06-29), 10-K (報告日: 2023-07-01), 10-K (報告日: 2022-07-02), 10-K (報告日: 2021-07-03), 10-K (報告日: 2020-06-27).