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