APPLIED OPTOELECTRONICS, INC.
AAOINasdaq
$102.41
↑ +2.2%Jul 17 close · end-of-day
Price
1Y↑ +253.3%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$7.8B
Enterprise Value
$7.4B
P/E
—
P/S
15.3
P/B
7.0
EV/EBITDA
—
PEG
—
FCF Yield
-5.4%
Dividend Yield
—
Revenue (TTM)
$507.0M
Net Income (TTM)
-$43.3M
Free Cash Flow (TTM)
-$417.9M
Gross Margin
29.6%
Operating Margin
-11.6%
Net Margin
-8.6%
ROE
-3.9%
ROIC
-6.6%
Debt / Equity
0.0
Net Cash
$398.5M
Return 1Y
+248.1%
Company profile
Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products. It offers optical modules, lasers, subassemblies, transmitters and transceivers, and turn-key equipment. The company sells its products to internet data center operators, cable television and telecom equipment manufacturers, and internet service providers.
- CEO
- Chih H. Lin
- Sector
- Manufacturing
- Industry
- Electronic Equipment
- Employees
- 2,210
- Headquarters
- Texas
- Website
- ao-inc.com
Management & directors
- Murry Stefan J.Chief Financial Officer
- Yeh Shu-Hua (Joshua)*** See Remarks
- Chang Hung-Lun (Fred)*** See Remarks
- Kuo David C*** See Remarks
- Lin Chih-Hsiang (Thompson)President and CEO
Roles derived from SEC Form 4 filings.
Earnings
AAOI Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$151.1M↑ +51.4%
Diluted EPS-$0.19↑ +5.6%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $234.6M | $211.6M | $222.8M | $217.6M | $249.4M | $455.7M |
| Gross profit | $50.5M | $37.7M | $33.6M | $58.9M | $61.8M | $136.9M |
| Operating income | -$48.8M | -$56.8M | -$59.0M | -$41.3M | -$70.9M | -$54.6M |
| Net income | -$58.5M | -$54.2M | -$66.4M | -$56.0M | -$186.7M | -$38.2M |
| Diluted EPS | -$2.67 | -$2.01 | -$2.38 | -$1.75 | -$4.50 | -$0.64 |
| Operating cash flow | -$44.0M | -$11.6M | -$14.0M | -$7.9M | -$69.5M | -$174.4M |
| Free cash flow | -$59.8M | -$19.6M | -$17.2M | -$17.0M | -$112.9M | -$353.6M |
| Gross margin | 21.5% | 17.8% | 15.1% | 27.1% | 24.8% | 30.0% |
| Operating margin | -20.8% | -26.8% | -26.5% | -19.0% | -28.4% | -12.0% |
| Net margin | -24.9% | -25.6% | -29.8% | -25.8% | -74.9% | -8.4% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $43.3M | $65.2M | $100.3M | $99.9M | $103.0M | $118.6M | $134.3M | $151.1M |
| Gross profit | $9.6M | $15.9M | $28.7M | $30.5M | $31.2M | $33.3M | $41.9M | $43.9M |
| Operating income | -$26.2M | -$16.5M | -$6.5M | -$8.9M | -$16.0M | -$18.2M | -$11.5M | -$13.0M |
| Net income | -$26.1M | -$17.8M | -$119.7M | -$9.2M | -$9.1M | -$17.9M | -$2.0M | -$14.3M |
| Diluted EPS | -$0.66 | -$0.42 | -$2.82 | -$0.18 | -$0.16 | -$0.28 | -$0.02 | -$0.19 |
| Operating cash flow | -$2.0M | -$14.4M | -$24.6M | -$50.9M | -$65.5M | -$28.5M | -$29.6M | -$85.4M |
| Free cash flow | -$5.0M | -$20.7M | -$53.0M | -$79.3M | -$91.0M | -$78.7M | -$104.6M | -$143.6M |
| Gross margin | 22.1% | 24.4% | 28.7% | 30.6% | 30.3% | 28.0% | 31.2% | 29.1% |
| Operating margin | -60.7% | -25.4% | -6.5% | -8.9% | -15.5% | -15.3% | -8.6% | -8.6% |
| Net margin | -60.4% | -27.3% | -119.4% | -9.2% | -8.8% | -15.1% | -1.5% | -9.4% |
Company news
Jul 16, 2026
Jul 15, 2026
- 5d agoApplied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools247wallst.com
- 5d agoTradr's 2X Short Leveraged ETFs on AAOI and ORCL Begin Tradingstocktwits.com
- 5d agoApplied Optoelectronics (AAOI) Stock Looks Reasonable Despite A Very Large Five Year Runfinance.yahoo.com
- 5d agoWhy Applied Optoelectronics (AAOI) Is Up 9.6% After Major Onshore AI Transceiver Expansion News – And What's Nextfinance.yahoo.com
- 5d agoIs Applied Optoelectronics (AAOI) Fully Valued On Its Pearland Expansion Plan?finance.yahoo.com
Jul 14, 2026
- 6d agoApplied Optoelectronics Bets Big on AI With Nearly 400,000-Square-Foot Texas Expansionfinance.yahoo.com
- 6d agoAAOI To Boost Optical Transceivers Production For Data Centers – Retail Sees Firm Deeply Positioning Itself In AI Infrastructure Supply Chainstocktwits.com
- 6d agoApplied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade247wallst.com
- 6d agoAOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Productionfinance.yahoo.com
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-10 | Murry Stefan J.· Chief Financial Officer | Sale | 4,000 | $122.09 | $488,360.00 | filing |
| 2026-06-18 | Yeh Shu-Hua (Joshua)· *** See Remarks | Sale | 6,000 | $171.89 | $1.0M | filing |
| 2026-06-17 | Chang Hung-Lun (Fred)· *** See Remarks | Sale | 40,329 | $170.60 | $6.9M | filing |
| 2026-06-12 | Lin Chih-Hsiang (Thompson)· President and CEO | Tax withholding | 86,655 | $172.78 | $15.0M | filing |
| 2026-06-12 | Lin Chih-Hsiang (Thompson)· President and CEO | Sale | 59,000 | $166.53 | $9.8M | filing |
| 2026-06-12 | Chang Hung-Lun (Fred)· *** See Remarks | Sale | 34,000 | $166.53 | $5.7M | filing |
| 2026-06-12 | Murry Stefan J.· Chief Financial Officer | Sale | 33,000 | $166.53 | $5.5M | filing |
| 2026-06-12 | Murry Stefan J.· Chief Financial Officer | Tax withholding | 30,330 | $172.78 | $5.2M | filing |
| 2026-06-12 | Kuo David C· *** See Remarks | Sale | 29,227 | $166.53 | $4.9M | filing |
| 2026-06-12 | Yeh Shu-Hua (Joshua)· *** See Remarks | Sale | 28,826 | $166.53 | $4.8M | filing |
| 2026-06-12 | Chang Hung-Lun (Fred)· *** See Remarks | Tax withholding | 27,297 | $172.78 | $4.7M | filing |
| 2026-06-12 | Yeh Shu-Hua (Joshua)· *** See Remarks | Tax withholding | 23,397 | $172.78 | $4.0M | filing |
| 2026-06-12 | Kuo David C· *** See Remarks | Tax withholding | 19,065 | $172.78 | $3.3M | filing |
| 2026-06-10 | Murry Stefan J.· Chief Financial Officer | Sale | 4,000 | $171.45 | $685,800.00 | filing |
| 2026-06-09 | Yeh William H | Award | 1,166 | $0.00 | $0.00 | filing |
| 2026-06-09 | Lin Chewei | Award | 1,166 | $0.00 | $0.00 | filing |
| 2026-06-09 | Flanagan Robert James | Award | 1,166 | $0.00 | $0.00 | filing |
| 2026-06-09 | DeLaney Cynthia | Award | 1,166 | $0.00 | $0.00 | filing |
| 2026-06-09 | Chen Min-Chu (Mike) | Award | 1,166 | $0.00 | $0.00 | filing |
| 2026-06-09 | BLACK RICHARD B | Award | 1,166 | $0.00 | $0.00 | filing |
| 2026-06-05 | Chang Hung-Lun (Fred)· *** See Remarks | Sale | 4,000 | $200.07 | $800,280.00 | filing |
| 2026-06-04 | Yeh Shu-Hua (Joshua)· *** See Remarks | Sale | 5,000 | $205.39 | $1.0M | filing |
| 2026-06-04 | Yeh Shu-Hua (Joshua)· *** See Remarks | Sale | 5,000 | $204.75 | $1.0M | filing |
| 2026-06-02 | Chen Min-Chu (Mike) | Sale | 8,247 | $201.00 | $1.7M | filing |
| 2026-05-28 | Lin Chih-Hsiang (Thompson)· President and CEO | Gift | 85,790 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.