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Applied Optoelectronics AAOI Q2 2026 earnings

Reported August 6, 2026 · After market close

Revenue$191.9MBeat by $1.4M
EPS$0.06Beat by $0.04
Revenue estimate$190.5M
EPS estimate$0.02
“Q2 was a pivotal quarter for AOI. We delivered record revenue for our fifth consecutive quarter and achieved an important milestone as we returned to non-GAAP profitability in the quarter. Further, we saw a strong volume ramp of our 800G products, which more than doubled sequentially. Strong demand for high-speed optics alongside high-volume adoption of our 1.8 GHz CATV products generated powerful results during the quarter. We continue to see robust customer engagement around our 800G transceivers and 1.6 Tb products, and we forecast that demand will continue to outpace our production capacity through mid-2027. We continue to believe the fundamental drivers of long-term demand for our business remain robust and we are uniquely positioned as a key supplier to the AI, cloud infrastructure, and CATV markets.”
Dr. Thompson Lin

Next report

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

Financials

Q2 2026

Income statement

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Revenue$191.9M+86.4%
Net income-$22.8M-150%

Balance sheet

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Cash & equivalents$499.7M+672%
Total debt$135.4M+200%
Total equity$1.7B+292%
Total assets$2.3B+189%

Cash flow

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CapEx$276.9M+987%
Free cash flow-$265.3M-192%

Valuation & ratios

Valuation

as of 10/02/26
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Market cap$9.11B+422%
Enterprise value$8.75B+421%
P/S15.3×+11.2×

Profitability

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Net margin-9.6%-4.2pp
FCF margin-99.4%+99.3pp

Returns & leverage

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Return on equity-5.4%-2.6pp
Debt / equity0.1×0.0×
Current ratio2.8×+0.7×

Segments

By geography

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TW$108.4M+174%
CN$82.2M+31.1%
US$1.3M+66.7%

By product

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Data Center$107.7M+140%
CATV$80.6M+43.8%
Telecom$3.4M+75.8%

By segment

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Single Reportable$191.9M+86.4%

FAQ

When did Applied Optoelectronics report Q2 2026 earnings?
Applied Optoelectronics (AAOI) reported Q2 2026 earnings on August 6, 2026 after market close.
What were Applied Optoelectronics's Q2 2026 revenue and EPS?
Applied Optoelectronics reported revenue of $191.9M and eps of $0.06 for Q2 2026.
Did Applied Optoelectronics beat estimates in Q2 2026?
Revenue beat the consensus estimate of $190.5M by $1.4M. EPS beat the consensus estimate of $0.02 by $0.04.
How did Applied Optoelectronics's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 86.4% from $103.0M a year earlier.
Where can I find Applied Optoelectronics's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001683168-26-006055) and the 10-Q periodic report (0001437749-26-026278) directly on SEC EDGAR. The filing index links above go to sec.gov.