Applied Optoelectronics, Inc.

AAOI · Nasdaq · ·

Vergelijken

US$ 49,89-5,5%slot 13 nov

Cijfers tot en met 30 september 2026, uit de 10-Q ingediend op 5 november 2026

1W: -0,5%
1M: -42,1%

Aandeel Applied Optoelectronics, Inc. (AAOI) — is dit een goed bedrijf? — InspectStocks

Applied Optoelectronics, Inc.

AAOI · Nasdaq · ·

Vergelijken

US$ 49,89-5,5%slot 13 nov

Cijfers tot en met 30 september 2026, uit de 10-Q ingediend op 5 november 2026

1W: -0,5%
1M: -42,1%

Just reported

Q3 2026 results

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

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

Company outlook

Q4 2026

RevenueUS$ 385M – US$ 420M+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.

Hoe het geld verdient

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

De omzetaandelen zijn schattingen voor six months ended June 30, 2026, geen cijfers uit een ingediend rapport.

Concurreert met

COHRCoherent Corporation
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Omvang
US$ 43B
Marge
12,2%
300502Eoptolink Technology Inc., Ltd.
6088Foxconn Interconnect Technology Ltd.
300308InnoLight Technology (Suzhou) Ltd.
INTCIntel Corporation
B
Omvang
US$ 317,1B
Marge
-20,1%
LITELumentum Holdings Inc.
A
Omvang
US$ 54,1B
Marge
-175,8%

Wat het verkoopt6

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.

Nog 3 tonen

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.

Wie het koopt5

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.

Nog 2 tonen

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.

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

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.

Wat er mis kan gaan

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.

Volledige jaarrekening →

Over 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.

Hoofdkantoor: Sugar Land, Texas
Opgericht in: 1997 (year incorporated, high confidence)
Medewerkers: 4,691 (December 31, 2025, high)
Genoteerd aan: Nasdaq Global Market
Einde boekjaar: December 31

Gebouwd uit de eigen deponeringen van Applied Optoelectronics, Inc. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.

Just reported

Q3 2026 results

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

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

Company outlook

Q4 2026

RevenueUS$ 385M – US$ 420M+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.

All 44 graded companies in its industry

Grade rose recently in Technology

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

All grade rises

Hoe het geld verdient

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

De omzetaandelen zijn schattingen voor six months ended June 30, 2026, geen cijfers uit een ingediend rapport.

Concurreert met

COHRCoherent Corporation
D
Omvang
US$ 43B
Marge
12,2%
300502Eoptolink Technology Inc., Ltd.
6088Foxconn Interconnect Technology Ltd.
300308InnoLight Technology (Suzhou) Ltd.
INTCIntel Corporation
B
Omvang
US$ 317,1B
Marge
-20,1%
LITELumentum Holdings Inc.
A
Omvang
US$ 54,1B
Marge
-175,8%

Wat het verkoopt6

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.

Nog 3 tonen

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.

Wie het koopt5

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.

Nog 2 tonen

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.

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

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.

Wat er mis kan gaan

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.

Volledige jaarrekening →

Over Applied Optoelectronics, Inc.

Hoofdkantoor: Sugar Land, Texas
Opgericht in: 1997 (year incorporated, high confidence)
Medewerkers: 4,691 (December 31, 2025, high)
Genoteerd aan: Nasdaq Global Market
Einde boekjaar: December 31

Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Hoe het geld verdient

Concurreert met

Wat het verkoopt6

Wie het koopt5

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over 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

Hoe het geld verdient

Concurreert met

Wat het verkoopt6

Wie het koopt5

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over Applied Optoelectronics, Inc.

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

AI networking & optics

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