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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |