AAOI — APPLIED OPTOELECTRONICS, INC.

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 1158114 ·
Last close
$177.62
Market Cap
$14.25B
52W High
$233.67
52W Low
$65.57
ADV30
11,130,232
Next earnings
2026-08-06
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 151,144,000 43,916,000 -12,877,000 -14,281,000 1,565,879,000 439,705,000 459,927,000
Dec 2025 134,274,000 41,944,000 -11,352,000 -2,022,000 1,168,423,000 206,140,000 434,505,000
Sep 2025 118,630,000 33,263,000 -14,968,000 -17,936,000 978,528,000 136,961,000 419,443,000
Jun 2025 102,952,000 31,162,000 -14,661,000 -9,098,000 796,850,000 64,699,000 371,869,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$-174,428,000
Investing CF
$-210,604,000
Financing CF
$527,941,000
CapEx
$-179,527,000
Dividends Paid
Buybacks
EPS Diluted TTM
$-0.65
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-490,078,000
Inventory
$183,105,000
Receivables
$244,404,000
ST Investments
EBIT TTM
$-43,206,000
Pretax Income TTM
$-46,704,000
Interest Exp TTM
$3,498,000
Analysts
5

Yahoo Snapshot (yfinance, live)

Total Revenue
$507,000,000
EBITDA
$-27,456,000
Free Cash Flow
$-445,583,264
Enterprise Value
$14,403,977,216
Total Cash
$439,704,992
Total Debt
$280,422,016
Shares Out
80,242,767
Trailing EPS
$-0.65
Book Value
$14.01
ROE
-6.1%
ROA
-3.3%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 455,715,000 -49,736,000 -38,228,000 1,168,423,000 434,505,000 -174,428,000
Dec 2024 249,365,000 -70,513,000 -186,733,000 547,032,000 317,920,000 -69,526,000
Dec 2023 217,646,000 -40,412,000 -56,048,000 389,186,000 174,317,000 -7,929,000
Dec 2022 222,818,000 -58,838,000 -66,397,000 408,263,000 223,593,000 -14,022,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$4.77

Peers — same industry

TickerNameMarket CapLastDaily %
SANM SANMINA CORP $13.93B $259.97
AEIS ADVANCED ENERGY INDUSTRIES INC $13.59B $339.65
VIAV VIAVI SOLUTIONS INC. $13.27B $53.79
SMTC SEMTECH CORP $15.31B $164.46
SWKS SKYWORKS SOLUTIONS, INC. $12.55B $83.42

News headlines (Yahoo Finance, 1h cache)

How The Applied Optoelectronics (AAOI) Story Is Shifting With Big Transceiver Orders And Targets
2026-05-24 15:08 · Yahoo
MarketBeat Week in Review – 05/18 - 05/22
2026-05-23 11:00 · Yahoo
Raymond James Raises the Firm’s Price Target on nLIGHT (LASR)
2026-05-22 16:47 · Yahoo
Applied Optoelectronics Up 635.5% in 6 Months: How to Play the Stock
2026-05-21 15:01 · Yahoo
Stock Market Today, May 19: Poet Technologies Falls After $400 Million Offering Sparks Dilution Concerns
2026-05-19 21:23 · Yahoo
Dow Jones Futures: Trump Iran Delay Saves Dow, But Sandisk, Bloom Energy, AI Leaders Sell Off
2026-05-19 12:20 · Yahoo
POET Technologies Secures US$400M Strategic Investment
2026-05-18 21:19 · Yahoo
Applied Optoelectronics Inc. (AAOI): Mark Cuban Urges Focus on Foundational AI
2026-05-18 20:28 · Yahoo
Applied Optoelectronics Slumps 10%, Lumentum Dives 9%, Coherent Drops 6% as AI Optics Profit-Takers Strike
2026-05-18 16:41 · Yahoo
Why Applied Optoelectronics Stock May Be Near a Turning Point
2026-05-18 16:30 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.