Skip to content
Screener

Applied Optoelectronics AAOI Q2 2025 earnings

Reported August 7, 2025 · After market close

Revenue$103.0MMiss by $15.7M
EPS-$0.16Miss by $0.08
Revenue estimate$118.6M
EPS estimate-$0.08

Next report

Nov 5, 2026 (in a month)
Revenue estimate$268.1M
EPS estimate$0.14

Financials

Q2 2025

Income statement

See full
Revenue$103.0M+138%
Net income-$9.1M+65.2%

Balance sheet

See full
Cash & equivalents$64.7M+507%
Total debt$45.2M+64.2%
Total equity$425.0M+128%
Total assets$796.9M+129%

Cash flow

See full
Operating cash flow-$65.5M-3,192%
CapEx$25.5M+756%
Free cash flow-$91.0M-1,731%

Valuation & ratios

Valuation

as of 06/30/25
See full
Market cap$1.31B+305%
Enterprise value$1.29B+279%
P/S3.6×+2.0×

Profitability

See full
Net margin-42.3%+11.5pp
FCF margin-66.3%-319pp

Returns & leverage

See full
Return on equity-50.9%+15.7pp
Debt / equity0.1×0.0×
Current ratio2.1×+0.5×

Segments

By product

See full
CATV$56.0M+863%
Data Center$44.8M+30.4%
Telecom$1.9M-18.5%
Ftth And Other$302.8K-43.6%

By geography

See full
CN$62.6M+403%
TW$39.5M+36.9%
US$803.0K-59.2%

By segment

See full
Single Reportable$103.0M—

FAQ

When did Applied Optoelectronics report Q2 2025 earnings?
Applied Optoelectronics (AAOI) reported Q2 2025 earnings on August 7, 2025 after market close.
What were Applied Optoelectronics's Q2 2025 revenue and EPS?
Applied Optoelectronics reported revenue of $103.0M and eps of $-0.16 for Q2 2025.
Did Applied Optoelectronics beat estimates in Q2 2025?
Revenue missed the consensus estimate of $118.6M by $15.7M. EPS missed the consensus estimate of $-0.08 by $0.08.
How did Applied Optoelectronics's Q2 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 137.9% from $43.3M a year earlier and eps grew 42.9% from $-0.28.
Where can I find Applied Optoelectronics's Q2 2025 SEC filings?
You can read the 8-K earnings release (0001683168-25-005626) and the 10-Q periodic report (0001437749-25-025450) directly on SEC EDGAR. The filing index links above go to sec.gov.