Applied Optoelectronics (AAOI) Change in Inventory (2013 - 2026)
Applied Optoelectronics (AAOI) posted quarterly 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 reported Change in Inventory for 14 consecutive years, with $25.3 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Change in Inventory rose 56.41% year-over-year to $25.3 million; the TTM figure through Mar 2026 stood at $109.9 million (up 107.68% YoY), while the FY2025 annual figure was $100.7 million, up 242.45% from the prior year.
- Change in Inventory climbed to $25.3 million in Q1 2026 per AAOI's latest filing, from $16.1 million in the prior quarter.
- Across five years, Change in Inventory topped out at $34.9 million in Q2 2025 and bottomed at -$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.
- Annual changes were most pronounced in 2022 — Change in Inventory sank 521.21% — and 2025, when it soared 1935.86%.
- Applied Optoelectronics' Change in Inventory stood at -$13.9 million in 2022, then jumped by 72.1% to -$3.9 million in 2023, then soared by 788.15% to $26.7 million in 2024, then sank by 39.55% to $16.1 million in 2025, then jumped 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 440.02 Bn | 423.38 Bn | 10.08 Bn | 788.00 Mn |
| 2 | Hewlett Packard Enterprise | 77.69 Bn | 72.40 Bn | 3.94 Bn | 2.50 Bn |
| 3 | Motorola Solutions | 77.25 Bn | 76.56 Bn | 1.68 Bn | 156.00 Mn |
| 4 | Lumentum Holdings | 66.40 Bn | 63.23 Bn | 357.00 Mn | 62.70 Mn |
| 5 | Nokia | 61.84 Bn | 54.37 Bn | 10.09 Bn | - |
| 6 | Ciena | 60.71 Bn | 59.51 Bn | 691.55 Mn | -16.54 Mn |
| 7 | Ubiquiti | 34.65 Bn | 34.28 Bn | 370.71 Mn | -19.24 Mn |
| 8 | Ericsson Lm Telephone | 34.62 Bn | 28.92 Bn | 2.58 Bn | -493.76 Mn |
| 9 | AST SpaceMobile | 27.62 Bn | 28.12 Bn | 9.12 Mn | 11.66 Mn |
| 10 | Applied Optoelectronics | 12.68 Bn | 12.18 Bn | 53.21 Mn | 68.76 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 68.76 Mn |
| Jun 30, 2026 | 68.76 Mn |
| 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 |