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| Date | Value |
|---|---|
| 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 |