$105.39
▼ -0.1% Today
as of Sep 4, 16:45 ET
Last 30 days
Recent Press Releases & News
Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5%
ASML or AAOI: Which Tech Stock Is Better-Placed at Present?
Applied Optoelectronics Has a Rare Problem Thanks to a Possible U.S. Ban on China
Overview
52-week range
$18
$234
40% of range
Avg surprise (last 3)
-29.6%
Avg reaction (last 2)
-3.1%
50% positive
Latest IV / EM
85%
EM ±3.5% · $100 · Sep 4
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 |
|---|---|---|---|---|---|---|---|
| Tue Jun 30, 2026 | Jun 2026 | $-0.28 | — | — | — | — | financials |
| 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 |
| Fri Mar 31, 2023 | Mar 2023 | $-0.56 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $192M | $151M | — | $119M | $103M | $100M | — | $65M |
| Cost of revenue | $139M | $107M | — | $85M | $72M | $69M | — | $49M |
| Gross profit | $53M | $44M | — | $33M | $31M | $31M | — | $16M |
| Operating income | $-25M | $-13M | — | $-18M | $-16M | $-9M | — | $-17M |
| Net income | $-23M | $-14M | — | $-18M | $-9M | $-9M | — | $-18M |
| EPS (diluted) | $-0.28 | $-0.19 | — | $-0.28 | $-0.16 | $-0.18 | — | $-0.42 |
Balance sheet (quarterly)
| Metric | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $500M | $440M | $206M | $137M | $65M | $51M | $67M | $34M |
| Inventory | $279M | $206M | $183M | $170M | $139M | $102M | $88M | $64M |
| Total current assets | $1.19B | $993M | $676M | $575M | $458M | $359M | $301M | $188M |
| Total assets | $2.30B | $1.57B | $1.17B | $979M | $797M | $645M | $547M | $410M |
| Long-term debt | $2M | $0 | $0 | $0 | $0 | $2M | $0 | $0 |
| Total liabilities | $633M | $460M | $435M | $419M | $372M | $336M | $318M | $198M |
| Total equity | $1.67B | $1.11B | $734M | $559M | $425M | $309M | $229M | $212M |