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| Date | Value |
|---|---|
| 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 |