Applied Optoelectronics (AAOI) Raw Materials (2012 - 2026)
Applied Optoelectronics (AAOI) reported Raw Materials of $98.7 million for Q1 2026, up 69.29% year-over-year from $58.3 million in Q1 2025, and up 15.08% quarter-over-quarter from $85.7 million in Q4 2025.
Applied Optoelectronics (AAOI) Raw Materials (2012 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has 15 years of Raw Materials data on file, last reported at $98.7 million in Q1 2026.
- Raw Materials for Q1 2026 came in at $98.7 million, up 69.29% year-over-year; the trailing twelve-month figure through Mar 2026 was $98.7 million (up 69.29% YoY), and the FY2025 annual result was $85.7 million, up 70.19% from the prior year.
- Raw Materials improved to $98.7 million in Q1 2026 per AAOI's latest filing, from $85.7 million in the prior quarter.
- Over five years, Raw Materials peaked at $108.6 million in Q3 2025 and troughed at $21.3 million in Q1 2023.
- A 5-year average of $48.7 million and a median of $29.9 million in 2023 frame the typical range for Raw Materials.
- The sharpest annual moves came in 2023 and 2025: Raw Materials declined 14.01% in 2023, then soared 227.58% in 2025.
- A 5-year view of Raw Materials shows it stood at $25.7 million in 2022, then retreated by 14.01% to $22.1 million in 2023, then surged by 127.67% to $50.4 million in 2024, then surged by 70.19% to $85.7 million in 2025, then advanced by 15.08% to $98.7 million in 2026.
- Business Quant data shows AAOI's Raw Materials at $98.7 million in Q1 2026, $85.7 million in Q4 2025, and $108.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Cisco Systems | 480.96 Bn | 464.32 Bn | 10.08 Bn |
| 2 | Ciena | 69.17 Bn | 67.87 Bn | 625.52 Mn |
| 3 | Motorola Solutions | 68.03 Bn | 67.17 Bn | 1.36 Bn |
| 4 | Hewlett Packard Enterprise | 65.63 Bn | 60.79 Bn | 8.25 Bn |
| 5 | Lumentum Holdings | 61.32 Bn | 58.15 Bn | 357.00 Mn |
| 6 | Ubiquiti | 34.34 Bn | 33.97 Bn | 370.71 Mn |
| 7 | AST SpaceMobile | 27.21 Bn | 27.79 Bn | -69.36 Mn |
| 8 | Applied Optoelectronics | 13.45 Bn | 13.01 Bn | 43.92 Mn |
| 9 | Zebra Technologies | 11.38 Bn | 11.26 Bn | 742.00 Mn |
| 10 | Viavi Solutions | 10.76 Bn | 10.75 Bn | 234.10 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Dec 31, 2019 | 15.57 Mn |