Applied Optoelectronics (AAOI) Inventory (2012 - 2026)

Applied Optoelectronics (AAOI) reported Inventory of $206.2 million for Q1 2026, up 101.58% year-over-year from $102.3 million in Q1 2025, and up 12.64% quarter-over-quarter from $183.1 million in Q4 2025.

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

Applied Optoelectronics (AAOI) has 15 years of Inventory data on file, last reported at $206.2 million in Q1 2026.

  • Inventory for Q1 2026 came in at $206.2 million, up 101.58% year-over-year; the trailing twelve-month figure through Mar 2026 was $206.2 million (up 101.58% YoY), and the FY2025 annual result was $183.1 million, up 107.76% from the prior year.
  • Inventory rose to $206.2 million in Q1 2026 per AAOI's latest filing, from $183.1 million in the prior quarter.
  • Over five years, Inventory peaked at $206.2 million in Q1 2026 and troughed at $54.3 million in Q1 2024.
  • A 5-year average of $99.6 million and a median of $88.1 million in 2024 frame the typical range for Inventory.
  • The sharpest annual moves came in 2023 and 2025: Inventory plunged 32.45% in 2023, then surged 164.38% in 2025.
  • A 5-year view of Inventory shows it stood at $79.7 million in 2022, then retreated by 19.85% to $63.9 million in 2023, then jumped by 38.0% to $88.1 million in 2024, then soared by 107.76% to $183.1 million in 2025, then grew by 12.64% to $206.2 million in 2026.
  • Business Quant data shows AAOI's Inventory at $206.2 million in Q1 2026, $183.1 million in Q4 2025, and $170.2 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inventory (Qtr)
1 Cisco Systems 480.96 Bn 464.32 Bn 10.08 Bn 4.71 Bn
2 Ciena 69.17 Bn 67.87 Bn 625.52 Mn 845.82 Mn
3 Motorola Solutions 68.03 Bn 67.17 Bn 1.36 Bn 1.18 Bn
4 Hewlett Packard Enterprise 65.63 Bn 60.79 Bn 8.25 Bn 6.91 Bn
5 Lumentum Holdings 61.32 Bn 58.15 Bn 357.00 Mn 632.80 Mn
6 Ubiquiti 34.34 Bn 33.97 Bn 370.71 Mn 654.01 Mn
7 AST SpaceMobile 27.21 Bn 27.79 Bn -69.36 Mn 16.76 Mn
8 Applied Optoelectronics 13.45 Bn 13.01 Bn 43.92 Mn 206.25 Mn
9 Zebra Technologies 11.38 Bn 11.26 Bn 742.00 Mn 692.00 Mn
10 Viavi Solutions 10.76 Bn 10.75 Bn 234.10 Mn 147.90 Mn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 100.40 Mn