Applied Optoelectronics AAOI
NASDAQ AAOI
$105.53 +5.15 (+5.13%)
At close: Sep 4, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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