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
DateValue
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