Applied Optoelectronics (AAOI) Inventory (2012 - 2026)

Applied Optoelectronics' (AAOI) quarterly Inventory came in at $206.2 million in Q1 2026, up 101.58% year-on-year from $102.3 million in Q1 2025, and up 12.64% on a QoQ basis 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.

  • On a quarterly basis, Inventory rose 101.58% year-over-year to $206.2 million in Q1 2026; TTM through Mar 2026 was $206.2 million, a 101.58% increase from a year earlier, with the FY2025 full-year figure at $183.1 million, up 107.76% from the prior year.
  • Inventory for Q1 2026 stood at $206.2 million, up from $183.1 million in the prior quarter.
  • Over the last five years, Inventory for AAOI reached as high as $206.2 million in Q1 2026 and fell as low as $54.3 million in Q1 2024.
  • Historically, Inventory has averaged $99.6 million across 5 years, with a median of $88.1 million in 2024.
  • Across the five-year window, Inventory slumped 32.45% in 2023 and soared 164.38% in 2025, its largest moves.
  • Year by year, Inventory stood at $79.7 million in 2022, then dropped 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 gained by 12.64% to $206.2 million in 2026.
  • Per Business Quant data, the three most recent Inventory figures were $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 452.56 Bn 435.92 Bn 10.08 Bn 4.71 Bn
2 Motorola Solutions 70.41 Bn 69.53 Bn 1.36 Bn 1.18 Bn
3 Hewlett Packard Enterprise 63.68 Bn 58.84 Bn 9.10 Bn 6.91 Bn
4 Ciena 53.02 Bn 51.72 Bn 625.52 Mn 845.82 Mn
5 Lumentum Holdings 51.25 Bn 48.08 Bn 357.00 Mn 632.80 Mn
6 Nokia 49.80 Bn 42.49 Bn 9.86 Bn 2.51 Bn
7 Ubiquiti 32.37 Bn 32.00 Bn 370.71 Mn 654.01 Mn
8 Ericsson Lm Telephone 32.18 Bn 26.50 Bn 2.53 Bn 3.22 Bn
9 AST SpaceMobile 16.77 Bn 16.77 Bn 3.67 Mn 16.76 Mn
10 Applied Optoelectronics 7.42 Bn 6.98 Bn 43.92 Mn 206.25 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