Applied Optoelectronics (AAOI) Raw Materials (2012 - 2026)
Applied Optoelectronics' (AAOI) quarterly Raw Materials came in at $164.8 million in Q2 2026, up 113.66% year-over-year from $77.1 million in Q2 2025, and up 66.99% quarter-over-quarter from $98.7 million in Q1 2026.
Analysis
Applied Optoelectronics (AAOI) Raw Materials (2012 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Raw Materials for 15 consecutive years, with $164.8 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Raw Materials rose 113.66% year-over-year to $164.8 million in Q2 2026; TTM through Jun 2026 was $164.8 million, a 113.66% increase from a year earlier, with the FY2025 full-year figure at $85.7 million, up 70.19% from the prior year.
- Raw Materials was $164.8 million for Q2 2026 at Applied Optoelectronics, up from $98.7 million in the prior quarter.
- Over five years, Raw Materials peaked at $164.8 million in Q2 2026 and troughed at $21.3 million in Q1 2023.
- A 5-year average of $56.4 million and a median of $33.2 million in 2024 frame the typical range for Raw Materials.
- Across the five-year window, Raw Materials dropped 14.01% in 2023 and surged 227.58% in 2025, its largest moves.
- Over 5 years, Raw Materials stood at $25.7 million in 2022, then fell by 14.01% to $22.1 million in 2023, then jumped by 127.67% to $50.4 million in 2024, then jumped by 70.19% to $85.7 million in 2025, then jumped by 92.17% to $164.8 million in 2026.
- The last three Raw Materials figures came in at $164.8 million (Q2 2026), $98.7 million (Q1 2026), and $85.7 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 | 164.77 Mn |
| Mar 31, 2026 | 98.67 Mn |
| Dec 31, 2025 | 85.74 Mn |
| Sep 30, 2025 | 108.61 Mn |
| Jun 30, 2025 | 77.12 Mn |
| Mar 31, 2025 | 58.29 Mn |
| Dec 31, 2024 | 50.38 Mn |
| Sep 30, 2024 | 33.15 Mn |
| Jun 30, 2024 | 25.41 Mn |
| Mar 31, 2024 | 23.46 Mn |
| Dec 31, 2023 | 22.13 Mn |
| Sep 30, 2023 | 26.57 Mn |
| Jun 30, 2023 | 25.19 Mn |
| Mar 31, 2023 | 21.32 Mn |
| Dec 31, 2022 | 25.73 Mn |
| Dec 31, 2021 | 29.47 Mn |
| Dec 31, 2020 | 25.56 Mn |
| Sep 30, 2020 | 33.22 Mn |
| Jun 30, 2020 | 33.81 Mn |
| Mar 31, 2020 | 24.18 Mn |