Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026)
Applied Optoelectronics' Change in Inventory came in at $68.76 million for Q2 2026, up 97.3% from $34.85 million a year earlier and up 171.5% from the prior quarter.
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Analysis
Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Applied Optoelectronics reported Change in Inventory of $143.77 million, up 67.1% year-over-year; for FY2025, it was $100.72 million, up 242.5% from FY2024.
- Change in Inventory carries a five-year compound annual growth rate of 33.6% (FY2020 to FY2025).
- Going back by year, Change in Inventory was $29.41 million in FY2024, -$6.79 million in FY2023, -$1.15 million in FY2022 and -$15.79 million in FY2021.
- The Q2 2026 figure represents the highest quarterly Change in Inventory in data going back to Q1 2013.
- Year-over-year, Change in Inventory increased in four of the last five quarters, with growth averaging 104.4%.
- The fastest year-over-year change in Change in Inventory over five years came in Q2 2024 (growth of 304.7%), and the weakest in Q2 2023 (a decline of 95.6%).
- Business Quant data shows AAOI's Change in Inventory at $25.33 million (Q1 2026), $16.11 million (Q4 2025) and $33.56 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 4,865.08 Bn | 4,612.57 Bn | 54.77 Bn | 4.38 Bn |
| 2 | Cisco Systems | 424.71 Bn | 360.64 Bn | 11.06 Bn | 992.00 Mn |
| 3 | Dell Technologies | 344.52 Bn | 300.28 Bn | 9.83 Bn | 6.23 Bn |
| 4 | Arista Networks | 256.79 Bn | 210.25 Bn | 1.91 Bn | 155.20 Mn |
| 5 | Sandisk | 254.02 Bn | 242.55 Bn | 7.58 Bn | 460.00 Mn |
| 6 | Seagate Technology Holdings | 209.18 Bn | 204.17 Bn | 1.90 Bn | 41.00 Mn |
| 7 | Western Digital | 164.06 Bn | 152.19 Bn | 2.03 Bn | 154.00 Mn |
| 8 | Sony | 144.83 Bn | 95.22 Bn | 6.53 Bn | -811.88 Mn |
| 9 | Lumentum Holdings | 86.05 Bn | 77.87 Bn | 477.30 Mn | 63.20 Mn |
| 10 | Applied Optoelectronics | 8.38 Bn | 7.09 Bn | 53.21 Mn | 68.76 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 68.76 Mn |
| Mar 31, 2026 | 25.33 Mn |
| Dec 31, 2025 | 16.11 Mn |
| Sep 30, 2025 | 33.56 Mn |
| Jun 30, 2025 | 34.85 Mn |
| Mar 31, 2025 | 16.19 Mn |
| Dec 31, 2024 | 26.65 Mn |
| Sep 30, 2024 | 8.34 Mn |
| Jun 30, 2024 | 1.71 Mn |
| Mar 31, 2024 | -7.29 Mn |
| Dec 31, 2023 | -3.87 Mn |
| Sep 30, 2023 | 4.06 Mn |
| Jun 30, 2023 | 423,000.00 |
| Mar 31, 2023 | -7.40 Mn |
| Dec 31, 2022 | -13.88 Mn |
| Sep 30, 2022 | 1.20 Mn |
| Jun 30, 2022 | 9.55 Mn |
| Mar 31, 2022 | 1.98 Mn |
| Dec 31, 2021 | -2.24 Mn |
| Sep 30, 2021 | -4.62 Mn |
API Access
Applied Optoelectronics Change in Inventory API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=change-in-inventory&ticker=AAOI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "change-in-inventory", "ticker": "AAOI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=change-in-inventory&ticker=AAOI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();