Applied Optoelectronics (AAOI) Inventory Average (2013 - 2026)
Applied Optoelectronics' (AAOI) quarterly Inventory Average came in at $194.7 million in Q1 2026, up 104.44% year-on-year from $95.2 million in Q1 2025, and up 10.2% on a QoQ basis from $176.7 million in Q4 2025.
Applied Optoelectronics (AAOI) Inventory Average (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has 14 years of Inventory Average data on file, last reported at $194.7 million in Q1 2026.
- On a quarterly basis, Inventory Average rose 104.44% year-over-year to $194.7 million in Q1 2026; TTM through Mar 2026 was $194.7 million, a 104.44% increase from a year earlier, with the FY2025 full-year figure at $135.6 million, up 78.45% from the prior year.
- Inventory Average for Q1 2026 stood at $194.7 million, up from $176.7 million in the prior quarter.
- Over the last five years, Inventory Average for AAOI reached as high as $194.7 million in Q1 2026 and fell as low as $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.
- Across the five-year window, Inventory Average tumbled 30.44% in 2023 and surged 160.38% in 2025, its largest moves.
- Year by year, Inventory Average stood at $87.0 million in 2022, then dropped by 24.46% to $65.7 million in 2023, then rose by 16.07% to $76.3 million in 2024, then surged by 131.66% to $176.7 million in 2025, then increased by 10.2% to $194.7 million in 2026.
- Per Business Quant data, the three most recent Inventory Average figures were $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 | 452.56 Bn | 435.92 Bn | 10.08 Bn | 4.31 Bn |
| 2 | Motorola Solutions | 70.41 Bn | 69.53 Bn | 1.36 Bn | 1.08 Bn |
| 3 | Hewlett Packard Enterprise | 63.68 Bn | 58.84 Bn | 9.10 Bn | 6.63 Bn |
| 4 | Ciena | 53.02 Bn | 51.72 Bn | 625.52 Mn | 836.03 Mn |
| 5 | Lumentum Holdings | 51.25 Bn | 48.08 Bn | 357.00 Mn | 601.60 Mn |
| 6 | Nokia | 49.80 Bn | 42.49 Bn | 9.86 Bn | - |
| 7 | Ubiquiti | 32.37 Bn | 32.00 Bn | 370.71 Mn | 664.35 Mn |
| 8 | Ericsson Lm Telephone | 32.18 Bn | 26.50 Bn | 2.53 Bn | 3.01 Bn |
| 9 | AST SpaceMobile | 16.77 Bn | 16.77 Bn | 3.67 Mn | 14.38 Mn |
| 10 | Applied Optoelectronics | 7.42 Bn | 6.98 Bn | 43.92 Mn | 194.68 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 103.37 Mn |