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Applied Optoelectronics AAOI Q1 2026 earnings

Reported May 7, 2026 · After market close

Revenue$151.1MMiss by $5.8M
EPS-$0.07Miss by $0.02
Revenue estimate$157.0M
EPS estimate-$0.05

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$190.5M
EPS estimate$0.03

Financials

Q1 2026

Income statement

See full
Revenue$151.1M+51.4%
Net income-$14.3M-55.7%

Balance sheet

See full
Cash & equivalents$439.7M+760%
Total debt$115.1M+280%
Total equity$1.1B+258%
Total assets$1.6B+143%

Cash flow

See full
Operating cash flow-$85.4M-67.6%
CapEx$58.2M+105%
Free cash flow-$143.6M-81.0%

Valuation & ratios

Valuation

as of 07/28/26
See full
Market cap$7.85B+454%
Enterprise value$7.52B+439%
P/S15.5×+11.6×

Profitability

See full
Net margin-8.5%-3.9pp
FCF margin-82.4%+129pp

Returns & leverage

See full
Return on equity-6.1%-2.9pp
Debt / equity0.1×0.0×
Current ratio3.8×+1.9×

Segments

By geography

See full
TW$80.9M+14.2%
CN$69.3M+149%
US$877.0K-23.7%

By product

See full
Data Center$81.4M+154%
CATV$66.8M+3.6%
Telecom$2.6M-12.9%

Versus estimates

Revenue

Q1 2026$151.1MMiss by $5.8M
Q4 2025$134.3MBeat by $2.0MQ3 2025$118.6MMiss by $12.9MQ2 2025$103.0MMiss by $15.7MQ1 2025$99.9MBeat by $485.8KQ4 2024$100.3MBeat by $286.4K

Diluted EPS

Q1 2026-$0.07Miss by $0.02
Q4 2025-$0.01Beat by $0.11Q3 2025-$0.09Beat by $0.01Q2 2025-$0.16Miss by $0.08Q1 2025-$0.02Beat by $0.02Q4 2024-$0.02In line

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Questions, answered.

When did Applied Optoelectronics report Q1 2026 earnings?
Applied Optoelectronics (AAOI) reported Q1 2026 earnings on May 7, 2026 after market close.
What were Applied Optoelectronics's Q1 2026 revenue and EPS?
Applied Optoelectronics reported revenue of $151.1M and eps of $-0.07 for Q1 2026.
Did Applied Optoelectronics beat estimates in Q1 2026?
Revenue missed the consensus estimate of $157.0M by $5.8M. EPS missed the consensus estimate of $-0.05 by $0.02.
How did Applied Optoelectronics's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 51.4% from $99.9M a year earlier and eps declined 250.0% from $-0.02.
Where can I find Applied Optoelectronics's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001683168-26-003562) and the 10-Q periodic report (0001437749-26-015620) directly on SEC EDGAR. The filing index links above go to sec.gov.