Applied Optoelectronics, Inc.

AAOI · Nasdaq · ·

Confronta

55,80 USD+15,5%chiusura 11 nov

Dati fino al 30 settembre 2026, dal 10-Q depositato il 5 novembre 2026

1W: +11,3%
1M: -42,9%

Azioni Applied Optoelectronics, Inc. (AAOI) — è una buona azienda? — InspectStocks

Applied Optoelectronics, Inc.

AAOI · Nasdaq · ·

Confronta

55,80 USD+15,5%chiusura 11 nov

Dati fino al 30 settembre 2026, dal 10-Q depositato il 5 novembre 2026

1W: +11,3%
1M: -42,9%

Just reported

Q3 2026 results

From Applied Optoelectronics's results release of 5 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
269,9M USD
+127% y/y
+41% q/q
Guided
272,5M USD
midpoint
Within guide-1,0%
EPS, GAAP
Actual
0,07 USD
Guided
—
No guide given
Operating income, GAAP
Actual
-1,4M USD
Guided
—
No guide given

Company outlook

Q4 2026

Revenue385M USD – 420M USD+200% y/y First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Come guadagna

Data-center products, including optical transceivers55%
CATV products and equipment43%
Telecom products2%

Le quote di ricavo sono stime per six months ended June 30, 2026, non cifre tratte da un documento depositato.

Compete con

COHRCoherent Corporation
D
Dimensione
46,2B USD
Margine
12,2%
300502Eoptolink Technology Inc., Ltd.
6088Foxconn Interconnect Technology Ltd.
300308InnoLight Technology (Suzhou) Ltd.
INTCIntel Corporation
B
Dimensione
332,2B USD
Margine
-20,1%
LITELumentum Holdings Inc.
A
Dimensione
58,8B USD
Margine
-175,8%

Che cosa vende6

Laser chips and laser devices
Light-producing semiconductor parts used in the company’s communications products; the company manufactures its laser chips in Sugar Land, Texas.
Optical components and laser subassemblies
Parts that house or combine lasers and other optical elements, and may include controls to manage the light signal.
Optical transceivers
Modules that transmit and receive data as light over fiber-optic cables, including in data centers, telecom networks, and FTTH networks.

Mostra altri 3

CATV transmitters
Equipment used at the cable network’s headend to send signals into the network.
CATV nodes and amplifiers
Network equipment that routes or boosts signals in cable television systems, including the coaxial-cable portion of a network.
Quantum Bandwidth-branded CATV equipment
The company’s branded cable-network equipment, sold directly to some cable network operators.

Chi lo compra5

Hyperscale data-center operators, including Microsoft, buy optical transceivers directly or through equipment suppliers.
Equipment suppliers serving data-center operators buy transceivers and other optical products for systems they provide to their customers.
Cable television equipment makers buy components, modules, and network equipment; the company also sells some Quantum Bandwidth-branded equipment directly to cable network operators.

Mostra altri 2

Telecom equipment makers and other transceiver manufacturers buy lasers, subassemblies, and transceivers for communications networks.
For the six months ended June 30, 2026, Digicomm accounted for 42.8% of revenue (high confidence); the company identifies it as a key CATV customer.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1Revenue is concentrated among a small number of customers: the top ten customers accounted for 99% of revenue (six months ended June 30, 2026, high confidence). Digicomm accounted for 42.8% of revenue (same period, high confidence) and 67.2% of accounts receivable (June 30, 2026, high confidence).
2The company makes its laser chips only at its Sugar Land, Texas facility, so production of those chips depends on that site.
3Manufacturing takes place in the United States, Taiwan, and China, and the company depends on a limited number of outside suppliers for some materials and components.

Che cosa potrebbe andare storto

1A loss of, or a reduction in orders from, a key customer could affect revenue; sales are concentrated and customer orders are generally not covered by long-term purchase commitments.
2The company is expanding manufacturing capacity and spending on equipment and facilities while demand and customer delivery schedules can change; production problems or lower demand could leave capacity underused and affect results.
3Trade-policy changes, tariffs, export controls, or supply interruptions could raise costs or disrupt manufacturing and sales across the company’s operations in the United States, Taiwan, and China.

Bilanci completi →

Informazioni su Applied Optoelectronics, Inc.

Applied Optoelectronics designs and manufactures lasers, optical components, transceivers, and network equipment. Its products help data centers and communications networks send information over fiber-optic cables; it also makes equipment for cable television (CATV) networks and fiber to the home (FTTH). It sells to data-center operators, equipment makers, and network operators, either directly or through sales partners.

Sede: Sugar Land, Texas
Fondata nel: 1997 (year incorporated, high confidence)
Dipendenti: 4,691 (December 31, 2025, high)
Quotata su: Nasdaq Global Market
Chiusura dell'esercizio: December 31

Costruito dai documenti depositati da Applied Optoelectronics, Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q3 2026 results

From Applied Optoelectronics's results release of 5 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
269,9M USD
+127% y/y
+41% q/q
Guided
272,5M USD
midpoint
Within guide-1,0%
EPS, GAAP
Actual
0,07 USD
Guided
—
No guide given
Operating income, GAAP
Actual
-1,4M USD
Guided
—
No guide given

Company outlook

Q4 2026

Revenue385M USD – 420M USD+200% y/y First given

Keep exploring

The themes Applied Optoelectronics is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Communication Equipment

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Come guadagna

Data-center products, including optical transceivers55%
CATV products and equipment43%
Telecom products2%

Le quote di ricavo sono stime per six months ended June 30, 2026, non cifre tratte da un documento depositato.

Compete con

COHRCoherent Corporation
D
Dimensione
46,2B USD
Margine
12,2%
300502Eoptolink Technology Inc., Ltd.
6088Foxconn Interconnect Technology Ltd.
300308InnoLight Technology (Suzhou) Ltd.
INTCIntel Corporation
B
Dimensione
332,2B USD
Margine
-20,1%
LITELumentum Holdings Inc.
A
Dimensione
58,8B USD
Margine
-175,8%

Che cosa vende6

Laser chips and laser devices
Light-producing semiconductor parts used in the company’s communications products; the company manufactures its laser chips in Sugar Land, Texas.
Optical components and laser subassemblies
Parts that house or combine lasers and other optical elements, and may include controls to manage the light signal.
Optical transceivers
Modules that transmit and receive data as light over fiber-optic cables, including in data centers, telecom networks, and FTTH networks.

Mostra altri 3

CATV transmitters
Equipment used at the cable network’s headend to send signals into the network.
CATV nodes and amplifiers
Network equipment that routes or boosts signals in cable television systems, including the coaxial-cable portion of a network.
Quantum Bandwidth-branded CATV equipment
The company’s branded cable-network equipment, sold directly to some cable network operators.

Chi lo compra5

Hyperscale data-center operators, including Microsoft, buy optical transceivers directly or through equipment suppliers.
Equipment suppliers serving data-center operators buy transceivers and other optical products for systems they provide to their customers.
Cable television equipment makers buy components, modules, and network equipment; the company also sells some Quantum Bandwidth-branded equipment directly to cable network operators.

Mostra altri 2

Telecom equipment makers and other transceiver manufacturers buy lasers, subassemblies, and transceivers for communications networks.
For the six months ended June 30, 2026, Digicomm accounted for 42.8% of revenue (high confidence); the company identifies it as a key CATV customer.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1Revenue is concentrated among a small number of customers: the top ten customers accounted for 99% of revenue (six months ended June 30, 2026, high confidence). Digicomm accounted for 42.8% of revenue (same period, high confidence) and 67.2% of accounts receivable (June 30, 2026, high confidence).
2The company makes its laser chips only at its Sugar Land, Texas facility, so production of those chips depends on that site.
3Manufacturing takes place in the United States, Taiwan, and China, and the company depends on a limited number of outside suppliers for some materials and components.

Che cosa potrebbe andare storto

1A loss of, or a reduction in orders from, a key customer could affect revenue; sales are concentrated and customer orders are generally not covered by long-term purchase commitments.
2The company is expanding manufacturing capacity and spending on equipment and facilities while demand and customer delivery schedules can change; production problems or lower demand could leave capacity underused and affect results.
3Trade-policy changes, tariffs, export controls, or supply interruptions could raise costs or disrupt manufacturing and sales across the company’s operations in the United States, Taiwan, and China.

Bilanci completi →

Informazioni su Applied Optoelectronics, Inc.

Sede: Sugar Land, Texas
Fondata nel: 1997 (year incorporated, high confidence)
Dipendenti: 4,691 (December 31, 2025, high)
Quotata su: Nasdaq Global Market
Chiusura dell'esercizio: December 31

Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Come guadagna

Compete con

Che cosa vende6

Chi lo compra5

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su Applied Optoelectronics, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

Come guadagna

Compete con

Che cosa vende6

Chi lo compra5

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su Applied Optoelectronics, Inc.

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

AI networking & optics

Crescita e cassa — 2 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo