Applied Optoelectronics (AAOI) Inventory Average (2013 - 2026)
Applied Optoelectronics' (AAOI) quarterly Inventory Average came in at $242.5 million in Q2 2026, up 101.11% year-over-year from $120.6 million in Q2 2025, and up 24.58% quarter-over-quarter from $194.7 million in Q1 2026.
Analysis
Applied Optoelectronics (AAOI) Inventory Average (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Inventory Average for 14 consecutive years, with $242.5 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Inventory Average rose 101.11% year-over-year to $242.5 million in Q2 2026; TTM through Jun 2026 was $242.5 million, a 101.11% increase from a year earlier, with the FY2025 full-year figure at $135.6 million, up 78.45% from the prior year.
- Inventory Average was $242.5 million for Q2 2026 at Applied Optoelectronics, up from $194.7 million in the prior quarter.
- Over five years, Inventory Average peaked at $242.5 million in Q2 2026 and troughed at $54.3 million in Q2 2024.
- A 5-year average of $104.4 million and a median of $89.6 million in 2022 frame the typical range for Inventory Average.
- Across the five-year window, Inventory Average slumped 30.44% in 2023 and soared 160.38% in 2025, its largest moves.
- Over 5 years, Inventory Average stood at $87.0 million in 2022, then fell by 24.46% to $65.7 million in 2023, then advanced by 16.07% to $76.3 million in 2024, then jumped by 131.66% to $176.7 million in 2025, then jumped by 37.28% to $242.5 million in 2026.
- The last three Inventory Average figures came in at $242.5 million (Q2 2026), $194.7 million (Q1 2026), and $176.7 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inventory Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 430.90 Bn | 415.39 Bn | 11.06 Bn | 5.20 Bn |
| 2 | Ciena | 45.56 Bn | 42.93 Bn | 759.27 Mn | 840.22 Mn |
| 3 | Ubiquiti | 35.05 Bn | 34.43 Bn | 429.25 Mn | 717.22 Mn |
| 4 | Ericsson Lm Telephone | 34.05 Bn | 14.63 Bn | 2.58 Bn | 3.05 Bn |
| 5 | Applied Optoelectronics | 8.91 Bn | 8.41 Bn | 53.21 Mn | 242.52 Mn |
| 6 | Amdocs | 6.75 Bn | 6.58 Bn | 467.16 Mn | - |
| 7 | Extreme Networks | 2.85 Bn | 2.64 Bn | 210.49 Mn | 73.29 Mn |
| 8 | Digi International | 2.63 Bn | 2.60 Bn | 89.93 Mn | 44.89 Mn |
| 9 | Nextnav | 2.54 Bn | 2.54 Bn | -905,000.00 | - |
| 10 | Calix | 2.26 Bn | 2.07 Bn | 160.12 Mn | 167.55 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 242.52 Mn |
| Mar 31, 2026 | 194.68 Mn |
| Dec 31, 2025 | 176.66 Mn |
| Sep 30, 2025 | 154.54 Mn |
| Jun 30, 2025 | 120.59 Mn |
| Mar 31, 2025 | 95.22 Mn |
| Dec 31, 2024 | 76.26 Mn |
| Sep 30, 2024 | 59.35 Mn |
| Jun 30, 2024 | 54.32 Mn |
| Mar 31, 2024 | 59.09 Mn |
| Dec 31, 2023 | 65.70 Mn |
| Sep 30, 2023 | 66.93 Mn |
| Jun 30, 2023 | 68.25 Mn |
| Mar 31, 2023 | 74.93 Mn |
| Dec 31, 2022 | 86.97 Mn |
| Sep 30, 2022 | 96.22 Mn |
| Jun 30, 2022 | 95.09 Mn |
| Mar 31, 2022 | 92.26 Mn |
| Dec 31, 2021 | 93.51 Mn |
| Sep 30, 2021 | 97.45 Mn |