Applied Optoelectronics (AAOI) Operating Leases (2019 - 2026)
Applied Optoelectronics' (AAOI) quarterly Operating Leases came in at $73.9 million in Q1 2026, up 642.34% year-on-year from $10.0 million in Q1 2025, and up 55.96% on a QoQ basis from $47.4 million in Q4 2025.
Applied Optoelectronics (AAOI) Operating Leases (2019 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has 8 years of Operating Leases data on file, last reported at $73.9 million in Q1 2026.
- On a quarterly basis, Operating Leases rose 642.34% year-over-year to $73.9 million in Q1 2026; TTM through Mar 2026 was $73.9 million, a 642.34% increase from a year earlier, with the FY2025 full-year figure at $47.4 million, up 424.2% from the prior year.
- Operating Leases for Q1 2026 stood at $73.9 million, up from $47.4 million in the prior quarter.
- Over the last five years, Operating Leases for AAOI reached as high as $73.9 million in Q1 2026 and fell as low as $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.
- Across the five-year window, Operating Leases plunged 36.85% in 2024 and surged 976.95% in 2025, its largest moves.
- Year by year, Operating Leases stood at $5.5 million in 2022, then declined by 14.15% to $4.7 million in 2023, then soared by 91.3% to $9.0 million in 2024, then surged by 424.2% to $47.4 million in 2025, then jumped by 55.96% to $73.9 million in 2026.
- Per Business Quant data, the three most recent Operating Leases figures were $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 | 453.08 Bn | 436.44 Bn | 10.08 Bn |
| 2 | Motorola Solutions | 70.40 Bn | 69.51 Bn | 1.36 Bn |
| 3 | Hewlett Packard Enterprise | 64.04 Bn | 59.20 Bn | 9.10 Bn |
| 4 | Ciena | 53.20 Bn | 51.90 Bn | 625.52 Mn |
| 5 | Lumentum Holdings | 51.31 Bn | 48.14 Bn | 357.00 Mn |
| 6 | Nokia | 49.83 Bn | 42.52 Bn | 9.86 Bn |
| 7 | Ubiquiti | 32.53 Bn | 32.16 Bn | 370.71 Mn |
| 8 | Ericsson Lm Telephone | 32.22 Bn | 26.54 Bn | 2.53 Bn |
| 9 | AST SpaceMobile | 16.80 Bn | 16.80 Bn | 3.67 Mn |
| 10 | Applied Optoelectronics | 7.44 Bn | 7.00 Bn | 43.92 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 8.69 Mn |