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| 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 |