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

Applied Optoelectronics (AAOI) posted quarterly 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 reported Change in Receivables for 14 consecutive years, with $54.4 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Change in Receivables changed 0.27% year-over-year to $54.4 million; the TTM figure through Mar 2026 stood at $127.7 million (up 12.64% YoY), while the FY2025 annual figure was $127.6 million, up 86.24% from the prior year.
  • Change in Receivables improved to $54.4 million in Q1 2026 per AAOI's latest filing, from $20.4 million in the prior quarter.
  • Across five years, Change in Receivables topped out at $54.4 million in Q1 2026 and bottomed at -$14.2 million in Q2 2023.
  • Historically, Change in Receivables has averaged $14.7 million across 5 years, with a median of $12.6 million in 2025.
  • Annual changes were most pronounced in 2023 — Change in Receivables slumped 2057.4% — and 2025, when it jumped 1894.66%.
  • Applied Optoelectronics' Change in Receivables stood at $15.0 million in 2022, then sank by 185.01% to -$12.8 million in 2023, then surged by 410.61% to $39.6 million in 2024, then plunged by 48.61% to $20.4 million in 2025, then soared 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 440.02 Bn 423.38 Bn 10.08 Bn -133.00 Mn
2 Hewlett Packard Enterprise 77.69 Bn 72.40 Bn 3.94 Bn 1.37 Bn
3 Motorola Solutions 77.25 Bn 76.56 Bn 1.68 Bn -
4 Lumentum Holdings 66.40 Bn 63.23 Bn 357.00 Mn 64.80 Mn
5 Nokia 61.84 Bn 54.37 Bn 10.09 Bn -
6 Ciena 60.71 Bn 59.51 Bn 691.55 Mn 80.96 Mn
7 Ubiquiti 34.65 Bn 34.28 Bn 370.71 Mn 31.53 Mn
8 Ericsson Lm Telephone 34.62 Bn 28.92 Bn 2.58 Bn -
9 AST SpaceMobile 27.62 Bn 28.12 Bn 9.12 Mn 51.84 Mn
10 Applied Optoelectronics 12.68 Bn 12.18 Bn 53.21 Mn 15.21 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 15.21 Mn
Jun 30, 2026 15.21 Mn
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