Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026)

Applied Optoelectronics' (AAOI) quarterly Change in Inventory came in at $25.3 million in Q1 2026, up 56.41% year-on-year from $16.2 million in Q1 2025, and up 57.23% on a QoQ basis 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.

  • On a quarterly basis, Change in Inventory rose 56.41% year-over-year to $25.3 million in Q1 2026; TTM through Mar 2026 was $109.9 million, a 107.68% increase from a year earlier, with the FY2025 full-year figure at $100.7 million, up 242.45% from the prior year.
  • Change in Inventory for Q1 2026 stood at $25.3 million, up from $16.1 million in the prior quarter.
  • Over the last five years, Change in Inventory for AAOI reached as high as $34.9 million in Q2 2025 and fell as low as -$13.9 million in Q4 2022.
  • Historically, Change in Inventory has averaged $8.7 million across 5 years, with a median of $4.1 million in 2023.
  • Across the five-year window, Change in Inventory tumbled 521.21% in 2022 and jumped 1935.86% in 2025, its largest moves.
  • Year by year, Change in Inventory 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 sank by 39.55% to $16.1 million in 2025, then soared by 57.23% to $25.3 million in 2026.
  • Per Business Quant data, the three most recent Change in Inventory figures were $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 453.08 Bn 436.44 Bn 10.08 Bn 788.00 Mn
2 Motorola Solutions 70.40 Bn 69.51 Bn 1.36 Bn 199.00 Mn
3 Hewlett Packard Enterprise 64.04 Bn 59.20 Bn 9.10 Bn 458.00 Mn
4 Ciena 53.20 Bn 51.90 Bn 625.52 Mn 41.23 Mn
5 Lumentum Holdings 51.31 Bn 48.14 Bn 357.00 Mn 62.70 Mn
6 Nokia 49.83 Bn 42.52 Bn 9.86 Bn -
7 Ubiquiti 32.53 Bn 32.16 Bn 370.71 Mn -19.24 Mn
8 Ericsson Lm Telephone 32.22 Bn 26.54 Bn 2.53 Bn -485.14 Mn
9 AST SpaceMobile 16.80 Bn 16.80 Bn 3.67 Mn 4.75 Mn
10 Applied Optoelectronics 7.44 Bn 7.00 Bn 43.92 Mn 25.33 Mn

Historic Data

Download Data
DateValue
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