applied optoelectronics inc - AAOI

AAOI

Close Chg Chg %
86.35 17.56 20.34%

Closed Market

103.91

+17.56 (20.34%)

Volume: 20.04M

Last Updated:

Apr 2, 2026, 4:00 PM EDT

Company Overview: applied optoelectronics inc - AAOI

AAOI Key Data

Open

$81.60

Day Range

81.51 - 105.57

52 Week Range

9.72 - 128.96

Market Cap

$7.81B

Shares Outstanding

75.20M

Public Float

70.92M

Beta

3.22

Rev. Per Employee

N/A

P/E Ratio

N/A

EPS

-$0.66

Yield

0.00%

Dividend

N/A

EX-DIVIDEND DATE

SHORT INTEREST

N/A

AVERAGE VOLUME

13.17M

 

AAOI Performance

1 Week
 
5.80%
 
1 Month
 
8.72%
 
3 Months
 
162.40%
 
1 Year
 
862.13%
 
5 Years
 
1,078.12%
 

AAOI Analyst Ratings

  • Sell
  • Under
  • Hold
  • Over
  • Buy
Number of Ratings 7
Full Ratings ➔

About applied optoelectronics inc - AAOI

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

AAOI At a Glance

Applied Optoelectronics, Inc.
13139 Jess Pirtle Boulevard
Sugar Land, Texas 77478
Phone 1-281-295-1800 Revenue 455.72M
Industry Semiconductors Net Income -38,228,000.00
Sector Electronic Technology 2025 Sales Growth 82.75%
Fiscal Year-end 12 / 2026 Employees 4,691
View SEC Filings

AAOI Valuation

P/E Current N/A
P/E Ratio (with extraordinary items) N/A
P/E Ratio (without extraordinary items) N/A
Price to Sales Ratio 4.604
Price to Book Ratio 3.562
Price to Cash Flow Ratio N/A
Enterprise Value to EBITDA -79.167
Enterprise Value to Sales 4.674
Total Debt to Enterprise Value 0.116

AAOI Efficiency

Revenue/Employee 97,146.664
Income Per Employee -8,149.222
Receivables Turnover 1.865
Total Asset Turnover 0.531

AAOI Liquidity

Current Ratio 2.626
Quick Ratio 1.915
Cash Ratio 0.84

AAOI Profitability

Gross Margin 29.956
Operating Margin -11.982
Pretax Margin -10.249
Net Margin -8.389
Return on Assets -4.457
Return on Equity -7.939
Return on Total Capital -3.893
Return on Invested Capital -5.936

AAOI Capital Structure

Total Debt to Total Equity 33.802
Total Debt to Total Capital 25.263
Total Debt to Total Assets 21.232
Long-Term Debt to Equity 24.147
Long-Term Debt to Total Capital 18.047
  • Income Statement
  • Balance Sheet
  • Cash Flow Statement

Annual Financials for Applied Optoelectronics Inc - AAOI

Collapse All in section
All values USD millions. 2022 2023 2024 2025 5-year trend
Sales/Revenue
222.82M 217.65M 249.37M 455.71M
Sales Growth
+5.32% -2.32% +14.57% +82.75%
Cost of Goods Sold (COGS) incl D&A
189.79M 159.43M 187.97M 319.20M
COGS excluding D&A
- - - -
-
Depreciation & Amortization Expense
23.20M 20.43M 20.65M 27.70M
Depreciation
22.60M 19.73M 20.25M 27.30M
Amortization of Intangibles
600.00K 700.00K 400.00K 400.00K
COGS Growth
+8.86% -16.00% +17.90% +69.82%
Gross Income
33.03M 58.22M 61.40M 136.51M
Gross Income Growth
-11.25% +76.28% +5.46% +122.33%
Gross Profit Margin
+14.82% +26.75% +24.62% +29.96%
2022 2023 2024 2025 5-year trend
SG&A Expense
92.03M 99.57M 132.31M 191.12M
Research & Development
36.24M 35.98M 54.95M 85.51M
Other SG&A
55.78M 63.59M 77.35M 105.61M
SGA Growth
-2.08% +8.20% +32.88% +44.45%
Other Operating Expense
- - - -
-
Unusual Expense
- - - 111.96M
-
EBIT after Unusual Expense
(59.00M) (41.35M) (182.87M) (54.60M)
Non Operating Income/Expense
(1.08M) (5.26M) 2.96M 11.39M
Non-Operating Interest Income
126.00K 609.00K 874.00K 1.79M
Equity in Earnings of Affiliates
- - - -
-
Interest Expense
6.32M 9.43M 6.83M 3.50M
Interest Expense Growth
+12.44% +49.20% -27.60% -48.77%
Gross Interest Expense
6.32M 9.43M 6.83M 3.50M
Interest Capitalized
- - - -
-
Pretax Income
(66.40M) (56.04M) (186.73M) (46.70M)
Pretax Income Growth
-22.59% +15.60% -233.22% +74.99%
Pretax Margin
-29.80% -25.75% -74.88% -10.25%
Income Tax
1.00K 9.00K 2.00K (8.48M)
Income Tax - Current - Domestic
1.00K 1.00K 2.00K 2.00K
Income Tax - Current - Foreign
- - - 8.00K
-
Income Tax - Deferred - Domestic
- - - -
-
Income Tax - Deferred - Foreign
- - - (8.48M)
-
Income Tax Credits
- - - -
-
Equity in Earnings of Affiliates
- - - -
-
Other After Tax Income (Expense)
- - - -
-
Consolidated Net Income
(66.40M) (56.05M) (186.73M) (38.23M)
Minority Interest Expense
- - - -
-
Net Income
(66.40M) (56.05M) (186.73M) (38.23M)
Net Income Growth
-22.59% +15.59% -233.17% +79.53%
Net Margin Growth
-29.80% -25.75% -74.88% -8.39%
Extraordinaries & Discontinued Operations
- - - -
-
Discontinued Operations
- - - -
-
Net Income After Extraordinaries
(66.40M) (56.05M) (186.73M) (38.23M)
Preferred Dividends
- - - -
-
Net Income Available to Common
(66.40M) (56.05M) (186.73M) (38.23M)
EPS (Basic)
-2.3844 -1.7546 -4.4954 -0.6352
EPS (Basic) Growth
-18.47% +26.41% -156.21% +85.87%
Basic Shares Outstanding
27.85M 31.94M 41.54M 60.18M
EPS (Diluted)
-2.3844 -1.7546 -4.4954 -0.6352
EPS (Diluted) Growth
-18.47% +26.41% -156.21% +85.87%
Diluted Shares Outstanding
27.85M 31.94M 41.54M 60.18M
EBITDA
(35.80M) (20.92M) (50.26M) (26.91M)
EBITDA Growth
-14.02% +41.55% -140.22% +46.47%
EBITDA Margin
-16.07% -9.61% -20.15% -5.90%

Snapshot

Average Recommendation OVERWEIGHT Average Target Price 93.417
Number of Ratings 7 Current Quarters Estimate 0.073
FY Report Date 06 / 2026 Current Year's Estimate 0.942
Last Quarter’s Earnings -0.045 Median PE on CY Estimate N/A
Year Ago Earnings -0.26 Next Fiscal Year Estimate 4.64
Median PE on Next FY Estimate N/A

Earnings Per Share

This Quarter Next Quarter This Fiscal Next Fiscal
# of Estimates 6 6 7 6
Mean Estimate 0.07 0.24 0.94 4.64
High Estimates 0.15 0.36 1.70 8.80
Low Estimate 0.02 0.12 0.40 2.85
Coefficient of Variance 69.84 34.59 46.22 51.48

Analysts Recommendations

Current 1 Month Ago 3 Months Ago
BUY 3 3 4
OVERWEIGHT 1 1 1
HOLD 3 3 1
UNDERWEIGHT 0 0 0
SELL 0 0 1
MEAN Overweight Overweight Overweight

Insider Actions for Applied Optoelectronics Inc - AAOI

Date Name Shares Transaction Value
Mar 24, 2026 David C. Kuo *** See Remarks 82,663 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $100.13 per share 8,277,046.19
Jan 21, 2026 Stefan J. Murry Chief Financial Officer 282,971 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $35.01 per share 9,906,814.71
Jan 7, 2026 Richard B. Black Director 168,194 Bona fide gift 0.00
Dec 18, 2025 Elizabeth Loboa Director 122,870 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $30.23 per share 3,714,360.10

Applied Optoelectronics Inc in the News