AAOI (Applied Optoelectronics) Days Payable: 124.28 (As of Mar. 2026) — 62% Above Median


AAOI Applied Optoelectronics Inc AAOI
46 GF Score
Price $121.05
GF Value $20.27
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Applied Optoelectronics Days Payable?

Applied Optoelectronics AAOI -12.99% 46 Days Payable is 124.28 as of Mar. 2026, which is 62% above its 10-year median of 76.91. GuruFocus rates AAOI with a GF Score™ of 46/100 and a GF Value™ of $20.27 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 2,440 Hardware companies, Applied Optoelectronics ranks better than 81.76% on this metric.

Applied Optoelectronics's average Accounts Payable for the three months ended in Mar. 2026 was $146.0 Mil. Applied Optoelectronics's Cost of Goods Sold for the three months ended in Mar. 2026 was $107.2 Mil. Hence, Applied Optoelectronics's Days Payable for the three months ended in Mar. 2026 was 124.28.

The historical rank and industry rank for Applied Optoelectronics's Days Payable or its related term are showing as below:

AAOI' s Days Payable Range Over the Past 10 Years
Min: 61.77   Med: 76.91   Max: 143.26
Current: 143.26

During the past 13 years, Applied Optoelectronics's highest Days Payable was 143.26. The lowest was 61.77. And the median was 76.91.

AAOI's Days Payable is ranked better than
81.76% of 2440 companies
in the Hardware industry
Industry Median: 69.935 vs AAOI: 143.26

Applied Optoelectronics's Days Payable declined from Mar. 2025 (151.28) to Mar. 2026 (124.28). It may suggest that Applied Optoelectronics accelerated paying its suppliers.


Applied Optoelectronics Days Payable Historical Data

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The historical data trend for Applied Optoelectronics's Days Payable can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Applied Optoelectronics Days Payable Chart

Applied Optoelectronics Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Days Payable
Get a 7-Day Free Trial Premium Member Only Premium Member Only 67.06 79.34 92.83 134.14 142.48

Applied Optoelectronics Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Days Payable Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 151.28 163.86 151.31 145.32 124.28

AAOI vs VIAV, ZBRA, VSAT: Days Payable Comparison

For the Communication Equipment subindustry, Applied Optoelectronics's Days Payable, along with its competitors' market caps and Days Payable data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Applied Optoelectronics Days Payable vs Hardware Industry

For the Hardware industry and Technology sector, Applied Optoelectronics's Days Payable distribution charts can be found below:

* The bar in red indicates where Applied Optoelectronics's Days Payable falls into.


AAOI
46GF Score
Applied Optoelectronics Inc AAOI
Days Payable is just one metric. See GF Score™, valuation, warning signs, and more.
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Applied Optoelectronics Days Payable Calculation

Days Payable indicates the number of days that the account payable relative to cost of goods sold the company has. An increase of Days Payable may suggest that the company delays paying its suppliers.

Applied Optoelectronics's Days Payable for the fiscal year that ended in Dec. 2025 is calculated as

Days Payable (A: Dec. 2025 )
=Average Accounts Payable /Cost of Goods Sold*Days in Period
=( (Accounts Payable (A: Dec. 2024 ) + Accounts Payable (A: Dec. 2025 )) / count ) / Cost of Goods Sold (A: Dec. 2025 )*Days in Period
=( (104.969 + 143.932) / 2 ) / 318.802*365
=124.4505 / 318.802*365
=142.48

Applied Optoelectronics's Days Payable for the quarter that ended in Mar. 2026 is calculated as:

Days Payable (Q: Mar. 2026 )
=Average Accounts Payable / Cost of Goods Sold*Days in Period
=( (Accounts Payable (Q: Dec. 2025 ) + Accounts Payable (Q: Mar. 2026 )) / count ) / Cost of Goods Sold (Q: Mar. 2026 )*Days in Period
=( (143.932 + 148.16) / 2 ) / 107.228*365 / 4
=146.046 / 107.228*365 / 4
=124.28

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Days Payable →
What does a Days Payable of 124.28 mean?
Applied Optoelectronics (AAOI) has a Days Payable of 124.28 as of Mar. 2026. Days payable represents the average amount of days a company waits to pay its invoices from suppliers. View historical data on Applied Optoelectronics and its competitors. This is 62% above median its historical median of 76.91. Over the past decade, Applied Optoelectronics' Days Payable has ranged from 61.77 to 143.26. According to the industry distribution chart, Applied Optoelectronics ranks #445 out of 2440 companies in the Hardware industry, placing it in the top 18.2%.
Is Applied Optoelectronics' Days Payable too high?
Applied Optoelectronics' current Days Payable of 124.28 is 62% above median its 10-year median of 76.91. Over the past 10 years, this metric has ranged from a low of 61.77 to a high of 143.26. The Hardware industry median Days Payable is 69.94. Applied Optoelectronics' value of 124.28 is 77.7% above this industry median. Based on the distribution chart, Applied Optoelectronics ranks #445 out of 2440 companies in the Hardware industry, which is in the top quartile — a strong position relative to peers. Overall, Applied Optoelectronics has a GF Score™ of 46/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Applied Optoelectronics' Days Payable compare to VIAV and ZBRA?
According to the Hardware industry distribution chart, Applied Optoelectronics ranks #445 out of 2440 companies for Days Payable. This places Applied Optoelectronics in the top 18% of its industry — outperforming the majority of peers. The industry median Days Payable is 69.94. Applied Optoelectronics' value of 124.28 is 77.7% above this benchmark. Historically, Applied Optoelectronics' own Days Payable has ranged from 61.77 to 143.26 over the past decade. While the company's 10-year median is 76.91 vs. the industry median of 69.94, Applied Optoelectronics has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Days Payable for a Hardware company?
The median Days Payable among Hardware companies is 69.94, based on 2,440 companies in the industry. Companies in the top quartile (top 25%) have a Days Payable significantly above this median, while those in the bottom quartile fall well below. However, Days Payable should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Applied Optoelectronics's current Days Payable of 124.28 is 77.7% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Days Payable mean?
A high Days Payable can signal that a stock is expensive relative to its fundamentals. Days payable represents the average amount of days a company waits to pay its invoices from suppliers. View historical data on Applied Optoelectronics and its competitors. For the Hardware industry, the median Days Payable is 69.94 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Applied Optoelectronics's current Days Payable is 124.28, which is 62% above median its own 10-year median of 76.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Applied Optoelectronics stock overvalued right now?
Based on GuruFocus' analysis, Applied Optoelectronics (AAOI) is currently considered Significantly Overvalued. The stock's GF Value™ is $20.27, compared to a current price of $121.05 — trading 497.2% above its estimated fair value. The current Days Payable is 124.28, which is 62% above median its 10-year median of 76.91 and 77.7% above the Hardware industry median of 69.94. Applied Optoelectronics' overall GF Score™ is 46/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Days Payable calculated?
Days Payable is calculated from a company's financial statements. For Applied Optoelectronics (AAOI), the current Days Payable is 124.28 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Applied Optoelectronics (AAOI) Overvalued in 2026?

Based on GuruFocus' analysis, Applied Optoelectronics stock appears to be overvalued. The current stock price of $121.05 is trading 497.2% above its estimated GF Value™ of $20.27. GuruFocus considers Applied Optoelectronics to be Significantly Overvalued.

Key valuation signals for AAOI:

  • Days Payable: 124.28 (62% above median its 10-year median of 76.91)
  • GF Value™: $20.27 vs. price of $121.05 (497.2% above fair value)
  • GF Score™: 46/100 with 7 warning signs
  • Industry Position: 77.7% above the Hardware median (#445 of 2440)

No single metric tells the full story. See the AAOI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Applied Optoelectronics Business Description

Address 13139 Jess Pirtle Boulevard, Sugar Land, TX, USA, 77478
Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to meet turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.
46GF Score

Get the complete analysis for AAOI

Days Payable is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$121.05
Price
$20.27
GF Value