Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026)
Applied Optoelectronics' (AAOI) quarterly Change in Inventory came in at $68.8 million in Q2 2026, up 97.29% year-over-year from $34.9 million in Q2 2025, and up 171.48% quarter-over-quarter from $25.3 million in Q1 2026.
Analysis
Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Change in Inventory for 14 consecutive years, with $68.8 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Change in Inventory rose 97.29% year-over-year to $68.8 million in Q2 2026; TTM through Jun 2026 was $143.8 million, a 67.09% 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 was $68.8 million for Q2 2026 at Applied Optoelectronics, up from $25.3 million in the prior quarter.
- Over five years, Change in Inventory peaked at $68.8 million in Q2 2026 and troughed at -$13.9 million in Q4 2022.
- A 5-year average of $12.0 million and a median of $6.2 million in 2023 frame the typical range for Change in Inventory.
- Across the five-year window, Change in Inventory slumped 521.21% in 2022 and surged 1935.86% in 2025, its largest moves.
- Over 5 years, Change in Inventory stood at -$13.9 million in 2022, then surged by 72.1% to -$3.9 million in 2023, then jumped by 788.15% to $26.7 million in 2024, then sank by 39.55% to $16.1 million in 2025, then surged by 326.83% to $68.8 million in 2026.
- The last three Change in Inventory figures came in at $68.8 million (Q2 2026), $25.3 million (Q1 2026), and $16.1 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 430.90 Bn | 415.39 Bn | 11.06 Bn | 992.00 Mn |
| 2 | Ciena | 45.56 Bn | 42.93 Bn | 759.27 Mn | 93.64 Mn |
| 3 | Ubiquiti | 35.05 Bn | 34.43 Bn | 429.25 Mn | 125.00 Mn |
| 4 | Ericsson Lm Telephone | 34.05 Bn | 14.63 Bn | 2.58 Bn | -493.76 Mn |
| 5 | Applied Optoelectronics | 8.91 Bn | 8.41 Bn | 53.21 Mn | 68.76 Mn |
| 6 | Amdocs | 6.75 Bn | 6.58 Bn | 467.16 Mn | - |
| 7 | Extreme Networks | 2.85 Bn | 2.64 Bn | 210.49 Mn | -5.30 Mn |
| 8 | Digi International | 2.63 Bn | 2.60 Bn | 89.93 Mn | - |
| 9 | Nextnav | 2.54 Bn | 2.54 Bn | -905,000.00 | - |
| 10 | Calix | 2.26 Bn | 2.07 Bn | 160.12 Mn | 25.86 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 |