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
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