Applied Optoelectronics AAOI
NASDAQ AAOI
$105.53 +5.15 (+5.13%)
At close: Sep 4, 2026 · 4:00 PM EDT

Applied Optoelectronics (AAOI) Cost of Revenue (2013 - 2026)

Applied Optoelectronics' (AAOI) quarterly Cost of Revenue came in at $138.7 million in Q2 2026, up 93.22% year-over-year from $71.8 million in Q2 2025, and up 29.36% quarter-over-quarter from $107.2 million in Q1 2026.

Analysis

Applied Optoelectronics (AAOI) Cost of Revenue (2013 - 2026) Analysis & Trends

Applied Optoelectronics (AAOI) has reported Cost of Revenue for 14 consecutive years, with $138.7 million the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Cost of Revenue rose 93.22% year-over-year to $138.7 million in Q2 2026; TTM through Jun 2026 was $423.6 million, a 61.77% increase from a year earlier, with the FY2025 full-year figure at $318.8 million, up 69.97% from the prior year.
  • Cost of Revenue was $138.7 million for Q2 2026 at Applied Optoelectronics, up from $107.2 million in the prior quarter.
  • Over five years, Cost of Revenue peaked at $138.7 million in Q2 2026 and troughed at $33.1 million in Q1 2024.
  • A 5-year average of $61.1 million and a median of $48.1 million in 2022 frame the typical range for Cost of Revenue.
  • Across the five-year window, Cost of Revenue declined 29.82% in 2023 and soared 112.98% in 2025, its largest moves.
  • Over 5 years, Cost of Revenue stood at $55.4 million in 2022, then declined by 29.82% to $38.8 million in 2023, then soared by 84.15% to $71.5 million in 2024, then climbed by 29.06% to $92.3 million in 2025, then surged by 50.24% to $138.7 million in 2026.
  • The last three Cost of Revenue figures came in at $138.7 million (Q2 2026), $107.2 million (Q1 2026), and $92.3 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cost of Rev (Qtr)
1 Cisco Systems 430.90 Bn 415.39 Bn 11.06 Bn 6.19 Bn
2 Ciena 45.56 Bn 42.93 Bn 759.27 Mn 911.86 Mn
3 Ubiquiti 35.05 Bn 34.43 Bn 429.25 Mn 508.07 Mn
4 Ericsson Lm Telephone 34.05 Bn 14.63 Bn 2.58 Bn 3.05 Bn
5 Applied Optoelectronics 8.91 Bn 8.41 Bn 53.21 Mn 138.72 Mn
6 Amdocs 6.75 Bn 6.58 Bn 467.16 Mn 707.74 Mn
7 Extreme Networks 2.85 Bn 2.64 Bn 210.49 Mn 128.06 Mn
8 Digi International 2.63 Bn 2.60 Bn 89.93 Mn 48.74 Mn
9 Nextnav 2.54 Bn 2.54 Bn -905,000.00 2.06 Mn
10 Calix 2.26 Bn 2.07 Bn 160.12 Mn 133.21 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 138.72 Mn
Mar 31, 2026 107.23 Mn
Dec 31, 2025 92.33 Mn
Sep 30, 2025 85.37 Mn
Jun 30, 2025 71.79 Mn
Mar 31, 2025 69.32 Mn
Dec 31, 2024 71.54 Mn
Sep 30, 2024 49.23 Mn
Jun 30, 2024 33.71 Mn
Mar 31, 2024 33.08 Mn
Dec 31, 2023 38.85 Mn
Sep 30, 2023 42.37 Mn
Jun 30, 2023 33.72 Mn
Mar 31, 2023 43.79 Mn
Dec 31, 2022 55.36 Mn
Sep 30, 2022 46.94 Mn
Jun 30, 2022 43.67 Mn
Mar 31, 2022 43.22 Mn
Dec 31, 2021 46.31 Mn
Sep 30, 2021 45.14 Mn