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 | 469.93 Bn | 453.29 Bn | 10.08 Bn | 4.71 Bn |
| 2 | Motorola Solutions | 65.69 Bn | 64.83 Bn | 1.36 Bn | 1.18 Bn |
| 3 | Hewlett Packard Enterprise | 63.18 Bn | 58.34 Bn | 8.25 Bn | 6.91 Bn |
| 4 | Ciena | 60.70 Bn | 59.40 Bn | 625.52 Mn | 845.82 Mn |
| 5 | Lumentum Holdings | 60.35 Bn | 57.18 Bn | 357.00 Mn | 632.80 Mn |
| 6 | Ubiquiti | 35.71 Bn | 35.34 Bn | 370.71 Mn | 654.01 Mn |
| 7 | AST SpaceMobile | 23.10 Bn | 23.68 Bn | -69.36 Mn | 16.76 Mn |
| 8 | Applied Optoelectronics | 12.30 Bn | 11.86 Bn | 43.92 Mn | 206.25 Mn |
| 9 | Zebra Technologies | 11.58 Bn | 11.47 Bn | 742.00 Mn | 692.00 Mn |
| 10 | Viavi Solutions | 10.70 Bn | 10.69 Bn | 234.10 Mn | 147.90 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 |