Applied Optoelectronics (AAOI) Operating Leases (2019 - 2026)

Applied Optoelectronics (AAOI) posted quarterly Operating Leases of $73.9 million for Q1 2026, up 642.34% year-over-year from $10.0 million in Q1 2025, and up 55.96% quarter-over-quarter from $47.4 million in Q4 2025.

Applied Optoelectronics (AAOI) Operating Leases (2019 - 2026) Analysis & Trends

Applied Optoelectronics (AAOI) has reported Operating Leases for 8 consecutive years, with $73.9 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Operating Leases rose 642.34% year-over-year to $73.9 million; the TTM figure through Mar 2026 stood at $73.9 million (up 642.34% YoY), while the FY2025 annual figure was $47.4 million, up 424.2% from the prior year.
  • Operating Leases climbed to $73.9 million in Q1 2026 per AAOI's latest filing, from $47.4 million in the prior quarter.
  • Across five years, Operating Leases topped out at $73.9 million in Q1 2026 and bottomed at $3.7 million in Q3 2024.
  • Historically, Operating Leases has averaged $15.3 million across 5 years, with a median of $6.2 million in 2023.
  • Annual changes were most pronounced in 2024 — Operating Leases slumped 36.85% — and 2025, when it jumped 976.95%.
  • Applied Optoelectronics' Operating Leases stood at $5.5 million in 2022, then slipped by 14.15% to $4.7 million in 2023, then jumped by 91.3% to $9.0 million in 2024, then soared by 424.2% to $47.4 million in 2025, then surged by 55.96% to $73.9 million in 2026.
  • Business Quant data shows AAOI's Operating Leases at $73.9 million in Q1 2026, $47.4 million in Q4 2025, and $40.2 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Cisco Systems 440.02 Bn 423.38 Bn 10.08 Bn
2 Hewlett Packard Enterprise 77.69 Bn 72.40 Bn 3.94 Bn
3 Motorola Solutions 77.25 Bn 76.56 Bn 1.68 Bn
4 Lumentum Holdings 66.40 Bn 63.23 Bn 357.00 Mn
5 Nokia 61.84 Bn 54.37 Bn 10.09 Bn
6 Ciena 60.71 Bn 59.51 Bn 691.55 Mn
7 Ubiquiti 34.65 Bn 34.28 Bn 370.71 Mn
8 Ericsson Lm Telephone 34.62 Bn 28.92 Bn 2.58 Bn
9 AST SpaceMobile 27.62 Bn 28.12 Bn 9.12 Mn
10 Applied Optoelectronics 12.68 Bn 12.18 Bn 53.21 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 78.14 Mn
Mar 31, 2026 73.92 Mn
Dec 31, 2025 47.39 Mn
Sep 30, 2025 40.18 Mn
Jun 30, 2025 21.09 Mn
Mar 31, 2025 9.96 Mn
Dec 31, 2024 9.04 Mn
Sep 30, 2024 3.73 Mn
Jun 30, 2024 3.92 Mn
Mar 31, 2024 4.25 Mn
Dec 31, 2023 4.73 Mn
Sep 30, 2023 4.77 Mn
Jun 30, 2023 6.20 Mn
Mar 31, 2023 6.34 Mn
Dec 31, 2022 5.51 Mn
Sep 30, 2022 5.57 Mn
Jun 30, 2022 6.20 Mn
Mar 31, 2022 7.75 Mn
Dec 31, 2021 7.19 Mn
Sep 30, 2021 8.46 Mn