Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026)
Applied Optoelectronics (AAOI) reported Change in Inventory of $25.3 million for Q1 2026, up 56.41% year-over-year from $16.2 million in Q1 2025, and up 57.23% quarter-over-quarter from $16.1 million in Q4 2025.
Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has 14 years of Change in Inventory data on file, last reported at $25.3 million in Q1 2026.
- Change in Inventory for Q1 2026 came in at $25.3 million, up 56.41% year-over-year; the trailing twelve-month figure through Mar 2026 was $109.9 million (up 107.68% YoY), and the FY2025 annual result was $100.7 million, up 242.45% from the prior year.
- Change in Inventory rose to $25.3 million in Q1 2026 per AAOI's latest filing, from $16.1 million in the prior quarter.
- Over five years, Change in Inventory peaked at $34.9 million in Q2 2025 and troughed at -$13.9 million in Q4 2022.
- A 5-year average of $8.7 million and a median of $4.1 million in 2023 frame the typical range for Change in Inventory.
- The sharpest annual moves came in 2022 and 2025: Change in Inventory sank 521.21% in 2022, then soared 1935.86% in 2025.
- A 5-year view of Change in Inventory shows it stood at -$13.9 million in 2022, then soared by 72.1% to -$3.9 million in 2023, then surged by 788.15% to $26.7 million in 2024, then plunged by 39.55% to $16.1 million in 2025, then soared by 57.23% to $25.3 million in 2026.
- Business Quant data shows AAOI's Change in Inventory at $25.3 million in Q1 2026, $16.1 million in Q4 2025, and $33.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 480.96 Bn | 464.32 Bn | 10.08 Bn | 788.00 Mn |
| 2 | Ciena | 69.17 Bn | 67.87 Bn | 625.52 Mn | 41.23 Mn |
| 3 | Motorola Solutions | 68.03 Bn | 67.17 Bn | 1.36 Bn | 199.00 Mn |
| 4 | Hewlett Packard Enterprise | 65.63 Bn | 60.79 Bn | 8.25 Bn | 458.00 Mn |
| 5 | Lumentum Holdings | 61.32 Bn | 58.15 Bn | 357.00 Mn | 62.70 Mn |
| 6 | Ubiquiti | 34.34 Bn | 33.97 Bn | 370.71 Mn | -19.24 Mn |
| 7 | AST SpaceMobile | 27.21 Bn | 27.79 Bn | -69.36 Mn | 4.75 Mn |
| 8 | Applied Optoelectronics | 13.45 Bn | 13.01 Bn | 43.92 Mn | 25.33 Mn |
| 9 | Zebra Technologies | 11.38 Bn | 11.26 Bn | 742.00 Mn | -34.00 Mn |
| 10 | Viavi Solutions | 10.76 Bn | 10.75 Bn | 234.10 Mn | 12.60 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 25.33 Mn |
| Mar 31, 2026 | 25.33 Mn |
| Dec 31, 2025 | 16.11 Mn |
| Dec 31, 2025 | 16.11 Mn |
| Sep 30, 2025 | 33.56 Mn |
| Sep 30, 2025 | 33.56 Mn |
| Jun 30, 2025 | 34.85 Mn |
| Jun 30, 2025 | 34.85 Mn |
| Mar 31, 2025 | 16.19 Mn |
| Mar 31, 2025 | 16.19 Mn |
| Dec 31, 2024 | 26.65 Mn |
| Dec 31, 2024 | 26.65 Mn |
| Sep 30, 2024 | 8.34 Mn |
| Sep 30, 2024 | 8.34 Mn |
| Jun 30, 2024 | 1.71 Mn |
| Jun 30, 2024 | 1.71 Mn |
| Mar 31, 2024 | -7.29 Mn |
| Mar 31, 2024 | -7.29 Mn |
| Dec 31, 2023 | -3.87 Mn |
| Dec 31, 2023 | -3.87 Mn |