Companies /Technology
Applied Optoelectronics Inc
NASDAQ: AAOI Communication Equipment
$122.54
▼ $7.62 (−5.85%) today
Markets closed · 9:54pm ET

Applied Optoelectronics (AAOI) Earnings History & Trends

EPS and revenue vs. Street estimates · SEC filings
50%
EPS beat rate
+45.72%
Avg. EPS surprise
Consecutive EPS beats
AAOI vs Market · 30-day return after each reportAAOIS&P 500
−20%0%+20%+11.3%+6.6%Q1 25+28.4%+2.4%Q2 25+22.4%+2.5%Q3 25+0.4%−5.2%Q4 25+17.6%−1.7%Q1 26−20.4%−1.4%Q2 26
−20%0%+20%Q1 25Q3 25Q1 26
AAOI EPS Trend · estimate vs actualEstimateActual
$-0.14$-0.07$0.00$-0.04$-0.02Q1 25$-0.07$-0.16Q2 25$-0.09$-0.09Q3 25$-0.11$-0.01Q4 25$-0.05$-0.07Q1 26$0.02$0.06Q2 26
$-0.14$-0.07$0.00Q1 25Q3 25Q1 26
AAOI Revenue Trend · estimate vs actualEstimateActual
$0$60.0M$120.0M$180.0M$99.4M$99.9MQ1 25$105.8M$103.0MQ2 25$119.8M$118.6MQ3 25$128.2M$134.3MQ4 25$154.8M$151.1MQ1 26$190.5M$191.9MQ2 26
$0$60.0M$120.0M$180.0MQ1 25Q3 25Q1 26

How Often Does Applied Optoelectronics Beat Earnings Estimates?

Applied Optoelectronics beat EPS estimates in 3 of its last 6 reported quarters.

AAOI quarterly earnings per share and revenue versus Street estimates
Quarter EPS · est. Surprise Revenue · est. Surprise
Q2 2026 Non-GAAP adjustments include $4,863K stock-based compensation, $3,594K expenses associated with discontinued products, $1,102K non-cash expenses for discontinued products, $4,744K non-recurring expenses, $123K amortization of intangible assets, $(432)K unrealized exchange gain, and $14,262K non-GAAP tax benefit $0.06 est. $0.02 +300.00% $191.9M est. $190.5M +0.76%
Q1 2026 $-0.07 est. $-0.05 −44.93% $151.1M est. $154.8M −2.37%
Q4 2025 $-0.01 est. $-0.11 +91.07% $134.3M est. $128.2M +4.71%
Q3 2025 $-0.09 est. $-0.09 −2.27% $118.6M est. $119.8M −0.95%
Q2 2025 $-0.16 est. $-0.07 −116.22% $103.0M est. $105.8M −2.70%
Q1 2025 $-0.02 est. $-0.04 +46.67% $99.9M est. $99.4M +0.49%

Figures from SEC filings and company reports. Not investment advice.