Applied Opt (AAOI)

Currency in USD
135.630
+11.410(+9.19%)
Closed·
135.896+0.266(+0.20%)
·

Applied Opt Earnings

Latest Release
06-08-2026
EPS / Forecast
0.06 / 0.02
Revenue / Forecast
191.9M / 190.48M
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
09-2026--/0.278--/278.27M----Free Sign Up
06-20260.060/0.020191.90M/190.48M+200%+0.75%Free Sign Up
03-2026-0.070/-0.050151.10M/156.98M-40%-3.75%Free Sign Up
12-2025-0.010/-0.110134.30M/132.28M+90.91%+1.53%Free Sign Up
09-2025-0.090/-0.010118.60M/118.69M-800%-0.08%Free Sign Up
06-2025-0.160/-0.080102.95M/106.16M-100%-3.02%Free Sign Up
03-2025-0.020/-0.04099.86M/99.38M+50%+0.48%Free Sign Up
12-2024-0.020/-0.020100.30M/99.92M0%+0.38%Free Sign Up
09-2024-0.210/-0.17065.20M/62.60M-23.53%+4.15%Free Sign Up
06-2024-0.280/-0.29043.30M/44.14M+3.45%-1.9%Free Sign Up

All numbers in USD

Applied Opt Earnings Call Summary for Q2/2026

  • Applied Optoelectronics posted Q2 revenue of $191.9M, up 86% YoY, with adjusted EPS of $0.06 beating consensus of $0.02 despite shares falling 3.6%.
  • Company guided Q3 revenue to $255M-$290M and reaffirmed 2026 full-year revenue target of $1.1B, representing 137% annual growth.
  • Management cited production capacity constraints as primary revenue limiter, with demand for 800G and 1.6 terabit products exceeding current output capabilities.
  • Capital expenditures reached $565.5M as firm expands Texas manufacturing to maintain position as largest U.S. optical transceiver maker for AI infrastructure.
  • Supply chain bottlenecks in lasers and DSPs persist; customer concentration and $1.9M tariff impact present near-term risks to profitability targets.
Last Updated: 07-08-2026, 03:16 am
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FAQ

What Is Applied Opt's Earnings Per Share (TTM)?

The Applied Opt EPS (TTM) is -0.783.

When Is The Next Applied Opt Earnings Date?

Applied Opt will release its next earnings report on 05-11-2026.

What Is Applied Opt’s Revenue Forecasts For Upcoming Quarters?

Applied Opt’s revenue forecast is 278.27M.
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