Applied Optoelectronics (AAOI) Inventory Average (2013 - 2026)
Applied Optoelectronics (AAOI) reported 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 14 years of Inventory Average data on file, last reported at $194.7 million in Q1 2026.
- Inventory Average for Q1 2026 came in at $194.7 million, up 104.44% year-over-year; the trailing twelve-month figure through Mar 2026 was $194.7 million (up 104.44% YoY), and the FY2025 annual result was $135.6 million, up 78.45% from the prior year.
- Inventory Average grew to $194.7 million in Q1 2026 per AAOI's latest filing, from $176.7 million in the prior quarter.
- Over five years, Inventory Average peaked at $194.7 million in Q1 2026 and troughed at $54.3 million in Q2 2024.
- A 5-year average of $96.3 million and a median of $87.0 million in 2022 frame the typical range for Inventory Average.
- The sharpest annual moves came in 2023 and 2025: Inventory Average sank 30.44% in 2023, then jumped 160.38% in 2025.
- A 5-year view of Inventory Average shows it stood at $87.0 million in 2022, then retreated by 24.46% to $65.7 million in 2023, then climbed by 16.07% to $76.3 million in 2024, then surged by 131.66% to $176.7 million in 2025, then advanced 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 | 480.96 Bn | 464.32 Bn | 10.08 Bn | 4.31 Bn |
| 2 | Ciena | 69.17 Bn | 67.87 Bn | 625.52 Mn | 836.03 Mn |
| 3 | Motorola Solutions | 68.03 Bn | 67.17 Bn | 1.36 Bn | 1.08 Bn |
| 4 | Hewlett Packard Enterprise | 65.63 Bn | 60.79 Bn | 8.25 Bn | 6.63 Bn |
| 5 | Lumentum Holdings | 61.32 Bn | 58.15 Bn | 357.00 Mn | 601.60 Mn |
| 6 | Ubiquiti | 34.34 Bn | 33.97 Bn | 370.71 Mn | 664.35 Mn |
| 7 | AST SpaceMobile | 27.21 Bn | 27.79 Bn | -69.36 Mn | 14.38 Mn |
| 8 | Applied Optoelectronics | 13.45 Bn | 13.01 Bn | 43.92 Mn | 194.68 Mn |
| 9 | Zebra Technologies | 11.38 Bn | 11.26 Bn | 742.00 Mn | 710.50 Mn |
| 10 | Viavi Solutions | 10.76 Bn | 10.75 Bn | 234.10 Mn | 144.45 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 |