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

Applied Optoelectronics (AAOI) Inventory (2012 - 2026)

Applied Optoelectronics' (AAOI) quarterly Inventory came in at $278.8 million in Q2 2026, up 100.76% year-over-year from $138.9 million in Q2 2025, and up 35.17% quarter-over-quarter from $206.2 million in Q1 2026.

Analysis

Applied Optoelectronics (AAOI) Inventory (2012 - 2026) Analysis & Trends

Applied Optoelectronics (AAOI) has reported Inventory for 15 consecutive years, with $278.8 million the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Inventory rose 100.76% year-over-year to $278.8 million in Q2 2026; TTM through Jun 2026 was $278.8 million, a 100.76% increase from a year earlier, with the FY2025 full-year figure at $183.1 million, up 107.76% from the prior year.
  • Inventory was $278.8 million for Q2 2026 at Applied Optoelectronics, up from $206.2 million in the prior quarter.
  • Over five years, Inventory peaked at $278.8 million in Q2 2026 and troughed at $54.3 million in Q1 2024.
  • A 5-year average of $109.6 million and a median of $90.1 million in 2022 frame the typical range for Inventory.
  • Across the five-year window, Inventory sank 32.45% in 2023 and jumped 164.38% in 2025, its largest moves.
  • Over 5 years, Inventory stood at $79.7 million in 2022, then fell by 19.85% to $63.9 million in 2023, then soared by 38.0% to $88.1 million in 2024, then surged by 107.76% to $183.1 million in 2025, then soared by 52.26% to $278.8 million in 2026.
  • The last three Inventory figures came in at $278.8 million (Q2 2026), $206.2 million (Q1 2026), and $183.1 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inventory (Qtr)
1 Cisco Systems 430.90 Bn 415.39 Bn 11.06 Bn 5.69 Bn
2 Ciena 45.56 Bn 42.93 Bn 759.27 Mn 871.99 Mn
3 Ubiquiti 35.05 Bn 34.43 Bn 429.25 Mn 780.44 Mn
4 Ericsson Lm Telephone 34.05 Bn 14.63 Bn 2.58 Bn 3.28 Bn
5 Applied Optoelectronics 8.91 Bn 8.41 Bn 53.21 Mn 278.79 Mn
6 Amdocs 6.75 Bn 6.58 Bn 467.16 Mn -
7 Extreme Networks 2.85 Bn 2.64 Bn 210.49 Mn 69.95 Mn
8 Digi International 2.63 Bn 2.60 Bn 89.93 Mn 45.01 Mn
9 Nextnav 2.54 Bn 2.54 Bn -905,000.00 -
10 Calix 2.26 Bn 2.07 Bn 160.12 Mn 180.48 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 278.79 Mn
Mar 31, 2026 206.25 Mn
Dec 31, 2025 183.11 Mn
Sep 30, 2025 170.21 Mn
Jun 30, 2025 138.87 Mn
Mar 31, 2025 102.31 Mn
Dec 31, 2024 88.14 Mn
Sep 30, 2024 64.38 Mn
Jun 30, 2024 54.32 Mn
Mar 31, 2024 54.32 Mn
Dec 31, 2023 63.87 Mn
Sep 30, 2023 67.53 Mn
Jun 30, 2023 66.32 Mn
Mar 31, 2023 70.19 Mn
Dec 31, 2022 79.68 Mn
Sep 30, 2022 94.26 Mn
Jun 30, 2022 98.18 Mn
Mar 31, 2022 92.01 Mn
Dec 31, 2021 92.52 Mn
Sep 30, 2021 94.51 Mn