$112.59
▲ +1.9% Today
as of Jul 22, 16:45 ET
Last 30 days
Recent Press Releases & News
Applied Optoelectronics (AAOI) Soars 15.8% Ahead of Earnings; Hedge Fund Holdings More Than Triple
AAOI's Optical Networking Demand Rise: A Sign for More Upside?
Applied Optoelectronics Announces Date of Second Quarter 2026 Financial Results Conference Call
Overview
52-week range
$15
$234
45% of range
Avg surprise (last 3)
-29.6%
Avg reaction (last 2)
-3.1%
50% positive
Latest IV / EM
142%
EM ±8.4% · $111 · Jul 24
Earnings trends
EPS — actual vs estimate
Actual Estimate
Revenue vs Net Income
Revenue Net income
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Thu May 7, 2026 | Mar/2026 | $-0.12 | $-0.10 | -20.0% | -71.4% | -11.8% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $-0.28 | — | — | — | — | financials |
| Thu Aug 7, 2025 | Jun/2025 | $-0.21 | $-0.11 | -90.9% | — | — | earnings |
| Thu May 8, 2025 | Mar/2025 | $-0.07 | $-0.09 | +22.2% | — | +5.6% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $-0.42 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $-0.66 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $-0.60 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $-0.27 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $-0.57 | — | — | — | — | financials |
Upcoming
| Date | Fiscal | Time | EPS Est | LY EPS | YoY %Δ |
|---|---|---|---|---|---|
| Thu Aug 6, 2026 | Jun/2026 | AMC | -$0.02 | -$0.21 | +90.5% |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Cost of revenue | $107M | — | $85M | $72M | $69M | — | $49M | $34M |
| Gross profit | $44M | — | $33M | $31M | $31M | — | $16M | $10M |
| Operating income | $-13M | — | $-18M | $-16M | $-9M | — | $-17M | $-26M |
| Net income | $-14M | — | $-18M | $-9M | $-9M | — | $-18M | $-26M |
| EPS (diluted) | $-0.19 | — | $-0.28 | $-0.16 | $-0.18 | — | $-0.42 | $-0.66 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $440M | $206M | $137M | $65M | $51M | $67M | $34M | $11M |
| Inventory | $206M | $183M | $170M | $139M | $102M | $88M | $64M | $54M |
| Total current assets | $993M | $676M | $575M | $458M | $359M | $301M | $188M | $133M |
| Total assets | $1.57B | $1.17B | $979M | $797M | $645M | $547M | $410M | $348M |
| Long-term debt | $0 | $0 | $0 | $0 | $2M | $0 | $0 | $0 |
| Total liabilities | $460M | $435M | $419M | $372M | $336M | $318M | $198M | $162M |
| Total equity | $1.11B | $734M | $559M | $425M | $309M | $229M | $212M | $186M |