Applied Optoelectronics (AAOI) Change in Receivables (2013 - 2026)

Applied Optoelectronics (AAOI) reported Change in Receivables of $54.4 million for Q1 2026, little changed year-over-year from $54.3 million in Q1 2025, and up 167.34% quarter-over-quarter from $20.4 million in Q4 2025.

Applied Optoelectronics (AAOI) Change in Receivables (2013 - 2026) Analysis & Trends

Applied Optoelectronics (AAOI) has 14 years of Change in Receivables data on file, last reported at $54.4 million in Q1 2026.

  • Change in Receivables for Q1 2026 came in at $54.4 million, changed 0.27% year-over-year; the trailing twelve-month figure through Mar 2026 was $127.7 million (up 12.64% YoY), and the FY2025 annual result was $127.6 million, up 86.24% from the prior year.
  • Change in Receivables grew to $54.4 million in Q1 2026 per AAOI's latest filing, from $20.4 million in the prior quarter.
  • Over five years, Change in Receivables peaked at $54.4 million in Q1 2026 and troughed at -$14.2 million in Q2 2023.
  • A 5-year average of $14.7 million and a median of $12.6 million in 2025 frame the typical range for Change in Receivables.
  • The sharpest annual moves came in 2023 and 2025: Change in Receivables slumped 2057.4% in 2023, then jumped 1894.66% in 2025.
  • A 5-year view of Change in Receivables shows it stood at $15.0 million in 2022, then plunged by 185.01% to -$12.8 million in 2023, then jumped by 410.61% to $39.6 million in 2024, then tumbled by 48.61% to $20.4 million in 2025, then surged by 167.34% to $54.4 million in 2026.
  • Business Quant data shows AAOI's Change in Receivables at $54.4 million in Q1 2026, $20.4 million in Q4 2025, and $12.6 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Receivables (Qtr)
1 Cisco Systems 480.96 Bn 464.32 Bn 10.08 Bn -133.00 Mn
2 Ciena 69.17 Bn 67.87 Bn 625.52 Mn -9.41 Mn
3 Motorola Solutions 68.03 Bn 67.17 Bn 1.36 Bn -
4 Hewlett Packard Enterprise 65.63 Bn 60.79 Bn 8.25 Bn -274.00 Mn
5 Lumentum Holdings 61.32 Bn 58.15 Bn 357.00 Mn 64.80 Mn
6 Ubiquiti 34.34 Bn 33.97 Bn 370.71 Mn 31.53 Mn
7 AST SpaceMobile 27.21 Bn 27.79 Bn -69.36 Mn -10.27 Mn
8 Applied Optoelectronics 13.45 Bn 13.01 Bn 43.92 Mn 54.44 Mn
9 Zebra Technologies 11.38 Bn 11.26 Bn 742.00 Mn -67.00 Mn
10 Viavi Solutions 10.76 Bn 10.75 Bn 234.10 Mn 38.40 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 54.44 Mn
Mar 31, 2026 54.44 Mn
Dec 31, 2025 20.37 Mn
Dec 31, 2025 20.37 Mn
Sep 30, 2025 12.58 Mn
Sep 30, 2025 12.58 Mn
Jun 30, 2025 40.35 Mn
Jun 30, 2025 40.35 Mn
Mar 31, 2025 54.30 Mn
Mar 31, 2025 54.30 Mn
Dec 31, 2024 39.63 Mn
Dec 31, 2024 39.63 Mn
Sep 30, 2024 17.46 Mn
Sep 30, 2024 17.46 Mn
Jun 30, 2024 2.02 Mn
Jun 30, 2024 2.02 Mn
Mar 31, 2024 9.40 Mn
Mar 31, 2024 9.40 Mn
Dec 31, 2023 -12.76 Mn
Dec 31, 2023 -12.76 Mn