Applied Optoelectronics (AAOI) Inventory Average (2013 - 2026)
Applied Optoelectronics (AAOI) posted quarterly Inventory Average of $194.7 million for Q1 2026, up 104.44% year-over-year from $95.2 million in Q1 2025, and up 10.2% quarter-over-quarter from $176.7 million in Q4 2025.
Applied Optoelectronics (AAOI) Inventory Average (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Inventory Average for 14 consecutive years, with $194.7 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Inventory Average rose 104.44% year-over-year to $194.7 million; the TTM figure through Mar 2026 stood at $194.7 million (up 104.44% YoY), while the FY2025 annual figure was $135.6 million, up 78.45% from the prior year.
- Inventory Average improved to $194.7 million in Q1 2026 per AAOI's latest filing, from $176.7 million in the prior quarter.
- Across five years, Inventory Average topped out at $194.7 million in Q1 2026 and bottomed at $54.3 million in Q2 2024.
- Historically, Inventory Average has averaged $96.3 million across 5 years, with a median of $87.0 million in 2022.
- Annual changes were most pronounced in 2023 — Inventory Average sank 30.44% — and 2025, when it jumped 160.38%.
- Applied Optoelectronics' Inventory Average stood at $87.0 million in 2022, then decreased by 24.46% to $65.7 million in 2023, then grew by 16.07% to $76.3 million in 2024, then soared by 131.66% to $176.7 million in 2025, then climbed by 10.2% to $194.7 million in 2026.
- Business Quant data shows AAOI's Inventory Average at $194.7 million in Q1 2026, $176.7 million in Q4 2025, and $154.5 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inventory Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 440.02 Bn | 423.38 Bn | 10.08 Bn | 4.31 Bn |
| 2 | Hewlett Packard Enterprise | 77.69 Bn | 72.40 Bn | 3.94 Bn | 7.97 Bn |
| 3 | Motorola Solutions | 77.25 Bn | 76.56 Bn | 1.68 Bn | 1.26 Bn |
| 4 | Lumentum Holdings | 66.40 Bn | 63.23 Bn | 357.00 Mn | 601.60 Mn |
| 5 | Nokia | 61.84 Bn | 54.37 Bn | 10.09 Bn | - |
| 6 | Ciena | 60.71 Bn | 59.51 Bn | 691.55 Mn | 827.14 Mn |
| 7 | Ubiquiti | 34.65 Bn | 34.28 Bn | 370.71 Mn | 664.35 Mn |
| 8 | Ericsson Lm Telephone | 34.62 Bn | 28.92 Bn | 2.58 Bn | 3.05 Bn |
| 9 | AST SpaceMobile | 27.62 Bn | 28.12 Bn | 9.12 Mn | 22.59 Mn |
| 10 | Applied Optoelectronics | 12.68 Bn | 12.18 Bn | 53.21 Mn | 242.52 Mn |
Historic Data
Download 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 |