Applied Optoelectronics (AAOI) Operating Leases (2019 - 2026)
Applied Optoelectronics' (AAOI) quarterly Operating Leases came in at $78.1 million in Q2 2026, up 239.83% year-over-year from $23.0 million in Q2 2025, and up 5.72% quarter-over-quarter from $73.9 million in Q1 2026.
Analysis
Applied Optoelectronics (AAOI) Operating Leases (2019 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Operating Leases for 8 consecutive years, with $78.1 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Operating Leases rose 239.83% year-over-year to $78.1 million in Q2 2026; TTM through Jun 2026 was $78.1 million, a 239.83% increase from a year earlier, with the FY2025 full-year figure at $47.4 million, up 424.2% from the prior year.
- Operating Leases was $78.1 million for Q2 2026 at Applied Optoelectronics, up from $73.9 million in the prior quarter.
- Over five years, Operating Leases peaked at $78.1 million in Q2 2026 and troughed at $4.7 million in Q4 2023.
- A 5-year average of $19.4 million and a median of $6.9 million in 2022 frame the typical range for Operating Leases.
- Across the five-year window, Operating Leases fell 23.42% in 2022 and jumped 787.72% in 2025, its largest moves.
- Over 5 years, Operating Leases stood at $5.5 million in 2022, then retreated by 14.15% to $4.7 million in 2023, then surged by 91.3% to $9.0 million in 2024, then jumped by 424.2% to $47.4 million in 2025, then soared by 64.88% to $78.1 million in 2026.
- The last three Operating Leases figures came in at $78.1 million (Q2 2026), $73.9 million (Q1 2026), and $47.4 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Cisco Systems | 430.90 Bn | 415.39 Bn | 11.06 Bn |
| 2 | Ciena | 45.56 Bn | 42.93 Bn | 759.27 Mn |
| 3 | Ubiquiti | 35.05 Bn | 34.43 Bn | 429.25 Mn |
| 4 | Ericsson Lm Telephone | 34.05 Bn | 14.63 Bn | 2.58 Bn |
| 5 | Applied Optoelectronics | 8.91 Bn | 8.41 Bn | 53.21 Mn |
| 6 | Amdocs | 6.75 Bn | 6.58 Bn | 467.16 Mn |
| 7 | Extreme Networks | 2.85 Bn | 2.64 Bn | 210.49 Mn |
| 8 | Digi International | 2.63 Bn | 2.60 Bn | 89.93 Mn |
| 9 | Nextnav | 2.54 Bn | 2.54 Bn | -905,000.00 |
| 10 | Calix | 2.26 Bn | 2.07 Bn | 160.12 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 78.14 Mn |
| Mar 31, 2026 | 73.92 Mn |
| Dec 31, 2025 | 47.39 Mn |
| Sep 30, 2025 | 43.02 Mn |
| Jun 30, 2025 | 23.00 Mn |
| Mar 31, 2025 | 9.96 Mn |
| Dec 31, 2024 | 9.04 Mn |
| Sep 30, 2024 | 4.85 Mn |
| Jun 30, 2024 | 5.00 Mn |
| Mar 31, 2024 | 5.35 Mn |
| Dec 31, 2023 | 4.73 Mn |
| Sep 30, 2023 | 5.83 Mn |
| Jun 30, 2023 | 6.20 Mn |
| Mar 31, 2023 | 6.34 Mn |
| Dec 31, 2022 | 5.51 Mn |
| Sep 30, 2022 | 6.57 Mn |
| Jun 30, 2022 | 7.23 Mn |
| Mar 31, 2022 | 7.75 Mn |
| Dec 31, 2021 | 7.19 Mn |
| Sep 30, 2021 | 8.46 Mn |