Applied Optoelectronics (AAOI) Inventory (2012 - 2026)
Applied Optoelectronics (AAOI) posted quarterly 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 reported Inventory for 15 consecutive years, with $206.2 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Inventory rose 101.58% year-over-year to $206.2 million; the TTM figure through Mar 2026 stood at $206.2 million (up 101.58% YoY), while the FY2025 annual figure was $183.1 million, up 107.76% from the prior year.
- Inventory climbed to $206.2 million in Q1 2026 per AAOI's latest filing, from $183.1 million in the prior quarter.
- Across five years, Inventory topped out at $206.2 million in Q1 2026 and bottomed at $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.
- Annual changes were most pronounced in 2023 — Inventory plunged 32.45% — and 2025, when it surged 164.38%.
- Applied Optoelectronics' Inventory stood at $79.7 million in 2022, then decreased by 19.85% to $63.9 million in 2023, then surged by 38.0% to $88.1 million in 2024, then jumped by 107.76% to $183.1 million in 2025, then increased 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.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 440.02 Bn | 423.38 Bn | 10.08 Bn | 4.71 Bn |
| 2 | Hewlett Packard Enterprise | 77.69 Bn | 72.40 Bn | 3.94 Bn | 9.03 Bn |
| 3 | Motorola Solutions | 77.25 Bn | 76.56 Bn | 1.68 Bn | 1.33 Bn |
| 4 | Lumentum Holdings | 66.40 Bn | 63.23 Bn | 357.00 Mn | 632.80 Mn |
| 5 | Nokia | 61.84 Bn | 54.37 Bn | 10.09 Bn | 2.57 Bn |
| 6 | Ciena | 60.71 Bn | 59.51 Bn | 691.55 Mn | 808.45 Mn |
| 7 | Ubiquiti | 34.65 Bn | 34.28 Bn | 370.71 Mn | 654.01 Mn |
| 8 | Ericsson Lm Telephone | 34.62 Bn | 28.92 Bn | 2.58 Bn | 3.28 Bn |
| 9 | AST SpaceMobile | 27.62 Bn | 28.12 Bn | 9.12 Mn | 28.42 Mn |
| 10 | Applied Optoelectronics | 12.68 Bn | 12.18 Bn | 53.21 Mn | 278.79 Mn |
Historic Data
Download 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 |