Applied Optoelectronics (AAOI) Change in Receivables (2013 - 2026)
Applied Optoelectronics' (AAOI) quarterly Change in Receivables came in at $54.4 million in Q1 2026, little changed year-on-year from $54.3 million in Q1 2025, and up 167.34% on a QoQ basis 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.
- On a quarterly basis, Change in Receivables changed 0.27% year-over-year to $54.4 million in Q1 2026; TTM through Mar 2026 was $127.7 million, a 12.64% increase from a year earlier, with the FY2025 full-year figure at $127.6 million, up 86.24% from the prior year.
- Change in Receivables for Q1 2026 stood at $54.4 million, up from $20.4 million in the prior quarter.
- Over the last five years, Change in Receivables for AAOI reached as high as $54.4 million in Q1 2026 and fell as low as -$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.
- Across the five-year window, Change in Receivables plunged 2057.4% in 2023 and surged 1894.66% in 2025, its largest moves.
- Year by year, Change in Receivables stood at $15.0 million in 2022, then sank by 185.01% to -$12.8 million in 2023, then jumped by 410.61% to $39.6 million in 2024, then plunged by 48.61% to $20.4 million in 2025, then surged by 167.34% to $54.4 million in 2026.
- Per Business Quant data, the three most recent Change in Receivables figures were $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 | 448.53 Bn | 431.89 Bn | 10.08 Bn | -133.00 Mn |
| 2 | Motorola Solutions | 70.63 Bn | 69.74 Bn | 1.36 Bn | - |
| 3 | Hewlett Packard Enterprise | 62.78 Bn | 57.94 Bn | 9.10 Bn | -274.00 Mn |
| 4 | Ciena | 52.00 Bn | 50.70 Bn | 625.52 Mn | -9.41 Mn |
| 5 | Lumentum Holdings | 50.21 Bn | 47.04 Bn | 357.00 Mn | 64.80 Mn |
| 6 | Nokia | 48.66 Bn | 41.35 Bn | 9.86 Bn | - |
| 7 | Ubiquiti | 32.18 Bn | 31.82 Bn | 370.71 Mn | 31.53 Mn |
| 8 | Ericsson Lm Telephone | 31.75 Bn | 26.07 Bn | 2.53 Bn | - |
| 9 | AST SpaceMobile | 16.61 Bn | 16.61 Bn | 3.67 Mn | -10.27 Mn |
| 10 | Applied Optoelectronics | 7.23 Bn | 6.79 Bn | 43.92 Mn | 54.44 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |