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
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