AAOI - NASDAQ
Applied Optoelectronics, Inc.
$184.07
-9.0%Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. It offers optical modules, lasers, subassemblies, transmitters and transceivers, and turn-key equipment, as well as headend, node, and distribution equipment. The company sells its products to internet data center operators, cable television and telecom equipment manufacturers, 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.
At a Glance
Live SnapshotApplied Optoelectronics, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Applied Optoelectronics, Inc. Income Statement
AAOI • NASDAQ
| Applied Optoelectronics, Inc. Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
REVENUE | ||||||||||||||||
455.7M | 249.4M | 217.6M | 222.8M | 211.6M | 234.6M | 190.9M | 267.5M | 382.3M | 260.7M | 189.9M | 130.4M | 78.4M | 63.4M | 47.8M | 40.5M | |
GROSS PROFIT | ||||||||||||||||
(318.8M) | (187.6M) | (158.7M) | (189.2M) | (173.9M) | (184.1M) | (144.7M) | (179.7M) | (216M) | (173.8M) | (129.5M) | (86.2M) | (55.4M) | (44.5M) | (34.5M) | (27.5M) | |
136.9M | 61.8M | 58.9M | 33.6M | 37.7M | 50.5M | 46.2M | 87.8M | 166.3M | 87M | 60.5M | 44.2M | 23M | 18.9M | 13.4M | 13M | |
OPERATING INCOME | ||||||||||||||||
(191.5M) | (132.7M) | (100.3M) | (92.6M) | (94.5M) | (99.4M) | (94.9M) | (98.5M) | (79.3M) | (63.9M) | (47M) | (39.1M) | (23.3M) | (18.8M) | (17.1M) | (16M) | |
(106M) | (77.8M) | (64.3M) | (56.4M) | (53.3M) | (56M) | (51.5M) | (48.6M) | (44M) | (32.2M) | (26.2M) | (23.1M) | (14.8M) | (11.1M) | (10.7M) | (10.4M) | |
(85.5M) | (55M) | (36M) | (36.2M) | (41.2M) | (43.4M) | (43.4M) | (49.9M) | (35.4M) | (31.8M) | (20.9M) | (16M) | (8.5M) | (7.6M) | (6.5M) | (5.2M) | |
-54.6M | -70.9M | -41.3M | -59M | -56.8M | -48.8M | -48.7M | -10.8M | 87M | 23M | 13.4M | 5.1M | -307K | 179K | -3.7M | -3.1M | |
PRE-TAX INCOME | ||||||||||||||||
(3.5M) | (6.8M) | (9.4M) | (6.3M) | (5.6M) | (5.6M) | (5.4M) | (1.1M) | (858K) | (1.7M) | (1M) | (326K) | (1.1M) | (1.4M) | (1.3M) | (906K) | |
-1.7M | -6M | -8.8M | -6.2M | -5.6M | -5.4M | -4.5M | -824K | -637K | -1.5M | -690K | 43K | -1M | -1.4M | -1.3M | -872K | |
(0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (492K) | |
7.9M | -115.8M | -14.7M | -7.4M | 2.6M | -2.4M | -2.6M | 990K | -2.4M | -2M | -2.3M | -656K | -1.1M | -1.1M | -1.6M | -779K | |
-46.7M | -186.7M | -56M | -66.4M | -54.2M | -51.2M | -51.4M | -9.8M | 84.5M | 21M | 11.2M | 4.5M | -1.4M | -945K | -5.3M | -3.4M | |
NET INCOME | ||||||||||||||||
-8.5M | (2K) | (9K) | (1K) | (2K) | (7.2M) | (14.7M) | -7.6M | (10.6M) | -10.2M | (375K) | (199K) | (0.0) | (0.0) | (0.0) | (0.0) | |
-38.2M | -186.7M | -56M | -66.4M | -54.2M | -58.5M | -66M | -2.1M | 74M | 31.2M | 10.8M | 4.3M | -1.4M | -945K | -5.3M | -3.4M |
SEC Filings
AAOI - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
8-K 8-K 2026 N/A | May 14, 2026 | May 14, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 13, 2026 | May 08, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 08, 2026 | May 04, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 07, 2026 | May 07, 2026 | 2026 | |
10-Q 10-Q 2026 Q1 Q1 | May 07, 2026 | March 31, 2026 | 2026 | |
DEF 14A DEF 14A 2026 N/A | April 24, 2026 | June 04, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 13, 2026 | April 07, 2026 | 2026 | |
8-K 8-K 2026 N/A | March 12, 2026 | March 12, 2026 | 2026 | |
8-K 8-K 2026 N/A | March 05, 2026 | February 27, 2026 | 2026 | |
8-K 8-K 2026 N/A | February 27, 2026 | February 23, 2026 | 2026 |
Related Guides
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Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.