Applied Optoelectronics (AAOI) Receivables (2012 - 2026)
Applied Optoelectronics' (AAOI) quarterly Receivables came in at $299.0 million in Q1 2026, up 74.75% year-on-year from $171.1 million in Q1 2025, and up 22.34% on a QoQ basis from $244.4 million in Q4 2025.
Applied Optoelectronics (AAOI) Receivables (2012 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has 15 years of Receivables data on file, last reported at $299.0 million in Q1 2026.
- On a quarterly basis, Receivables rose 74.75% year-over-year to $299.0 million in Q1 2026; TTM through Mar 2026 was $299.0 million, a 74.75% increase from a year earlier, with the FY2025 full-year figure at $244.4 million, up 109.25% from the prior year.
- Receivables for Q1 2026 stood at $299.0 million, up from $244.4 million in the prior quarter.
- Over the last five years, Receivables for AAOI reached as high as $299.0 million in Q1 2026 and fell as low as $42.6 million in Q2 2023.
- Historically, Receivables has averaged $110.7 million across 5 years, with a median of $60.8 million in 2023.
- Across the five-year window, Receivables dropped 21.42% in 2023 and surged 266.8% in 2025, its largest moves.
- Year by year, Receivables stood at $61.2 million in 2022, then fell by 21.42% to $48.1 million in 2023, then soared by 142.98% to $116.8 million in 2024, then surged by 109.25% to $244.4 million in 2025, then climbed by 22.34% to $299.0 million in 2026.
- Per Business Quant data, the three most recent Receivables figures were $299.0 million in Q1 2026, $244.4 million in Q4 2025, and $224.0 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 452.66 Bn | 436.02 Bn | 10.08 Bn | 8.30 Bn |
| 2 | Motorola Solutions | 70.74 Bn | 69.85 Bn | 1.36 Bn | 3.43 Bn |
| 3 | Hewlett Packard Enterprise | 63.18 Bn | 58.34 Bn | 9.10 Bn | 5.31 Bn |
| 4 | Ciena | 52.74 Bn | 51.44 Bn | 625.52 Mn | 967.41 Mn |
| 5 | Lumentum Holdings | 51.03 Bn | 47.86 Bn | 357.00 Mn | 452.50 Mn |
| 6 | Nokia | 49.18 Bn | 41.87 Bn | 9.86 Bn | 6.55 Bn |
| 7 | Ubiquiti | 32.37 Bn | 32.00 Bn | 370.71 Mn | 245.84 Mn |
| 8 | Ericsson Lm Telephone | 32.07 Bn | 26.39 Bn | 2.53 Bn | 3.98 Bn |
| 9 | AST SpaceMobile | 16.71 Bn | 16.71 Bn | 3.67 Mn | 27.45 Mn |
| 10 | Applied Optoelectronics | 7.34 Bn | 6.90 Bn | 43.92 Mn | 299.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 299.00 Mn |
| Dec 31, 2025 | 244.40 Mn |
| Sep 30, 2025 | 224.03 Mn |
| Jun 30, 2025 | 211.50 Mn |
| Mar 31, 2025 | 171.10 Mn |
| Dec 31, 2024 | 116.80 Mn |
| Sep 30, 2024 | 75.15 Mn |
| Jun 30, 2024 | 57.66 Mn |
| Mar 31, 2024 | 57.48 Mn |
| Dec 31, 2023 | 48.07 Mn |
| Sep 30, 2023 | 60.75 Mn |
| Jun 30, 2023 | 42.60 Mn |
| Mar 31, 2023 | 56.80 Mn |
| Dec 31, 2022 | 61.18 Mn |
| Sep 30, 2022 | 52.82 Mn |
| Jun 30, 2022 | 49.14 Mn |
| Mar 31, 2022 | 54.22 Mn |
| Dec 31, 2021 | 47.94 Mn |
| Sep 30, 2021 | 43.94 Mn |
| Jun 30, 2021 | 48.40 Mn |