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| Date | Value |
|---|---|
| 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 |