Applied Optoelectronics AAOI
NASDAQ AAOI
$105.53 +5.15 (+5.13%)
At close: Sep 4, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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