AAOIApplied Optoelectronics, Inc.
Price
+278%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, a flag to check, growing in the filings, the market undecided.
Applied Optoelectronics, Inc. (the "Company" or "AOI") is a leading, vertically integrated provider of fiber-optic networking products, primarily for four networking end-markets: internet data center, cable television ("CATV"), telecommunications, ("telecom"), and fiber-to-the-home ("FTTH"). We design and manufacture a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment.
In the company’s own words · 10-K filed Feb 26, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Applied Optoelectronics, Inc. (AAOI) reported revenue of $192M in Q2 2026 (quarter ended Jun 30, 2026), up 86% from the same quarter a year earlier. That came with a gross margin of 28% and net loss of $23M. For the full year FY2025, revenue was $456M (+83% year on year) and net income −$38M. Its largest product in Q2 2026 was Data Center at $108M, 56% of the disclosed total, ahead of CATV at 42%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 15, 2026On September 10, 2026, Global Technology, Inc. (“Global Technology”), a wholly owned subsidiary of Applied Optoelectronics, Inc., entered into a Factory Premises Lease Agreement (the “Lease Agreement”) with Ningbo Yiduofu Industrial Co., Ltd. (the “Lessor”), pursuant to which Global Technology will lease a building …Material agreement entered · Form 8-K
- Sep 10, 2026On September 4, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with Blue Ridge Commerce Center West LLC (the “Seller”) in connection with the Company’s exercise of the one-time purchase option granted under a Lease Agreement with the Seller …Material agreement entered · Form 8-K
- Sep 1, 2026On August 31, 2026, Applied Optoelectronics, Inc. (the "Company") entered into two separate lease agreements (each, a "Lease" and collectively, the "Leases") with Hightower Phase II Owner, LLC, a Delaware limited liability company (the "Landlord"), for two industrial buildings to be constructed in Houston, Texas …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $191.9MThe company’s own SEC segment disclosure.
- Data Center$107.7M56%
- CATV$80.6M42%
- Telecom$3.4M2%
- Product And Service Other$271.0K0%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Communication Equipment
Ranks #20 of 20 by RyuScore