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Applied Optoelectronics AAOI Q3 2025 earnings

Reported November 6, 2025 · After market close

Revenue$118.6MMiss by $12.9M
EPS-$0.09Beat by $0.01
Revenue estimate$131.6M
EPS estimate-$0.10

Next report

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

Financials

Q3 2025

Income statement

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Revenue$118.6M+82.1%
Net income-$17.9M-1.0%

Balance sheet

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Cash & equivalents$137.0M+301%
Total debt$71.0M+107%
Total equity$559.1M+164%
Total assets$978.5M+139%

Cash flow

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Operating cash flow-$28.5M-97.1%
CapEx$50.2M+699%
Free cash flow-$78.7M-280%

Valuation & ratios

Valuation

as of 09/30/25
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Market cap$1.62B+176%
Enterprise value$1.55B+165%
P/S3.8×+1.0×

Profitability

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Net margin-37%-1.5pp
FCF margin-71.6%-292pp

Returns & leverage

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Return on equity-40.4%-1.0pp
Debt / equity0.1×0.0×
Current ratio2.3×+0.7×

Segments

By product

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CATV$70.6M+237%
Data Center$43.9M+7.3%
Telecom$3.7M+33.7%
Ftth And Other$302.8K-43.6%

By geography

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CN$73.1M+154%
TW$43.8M+26.4%
US$1.7M+1.5%

FAQ

When did Applied Optoelectronics report Q3 2025 earnings?
Applied Optoelectronics (AAOI) reported Q3 2025 earnings on November 6, 2025 after market close.
What were Applied Optoelectronics's Q3 2025 revenue and EPS?
Applied Optoelectronics reported revenue of $118.6M and eps of $-0.09 for Q3 2025.
Did Applied Optoelectronics beat estimates in Q3 2025?
Revenue missed the consensus estimate of $131.6M by $12.9M. EPS beat the consensus estimate of $-0.10 by $0.01.
How did Applied Optoelectronics's Q3 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 82.1% from $65.2M a year earlier and eps grew 57.1% from $-0.21.
Where can I find Applied Optoelectronics's Q3 2025 SEC filings?
You can read the 8-K earnings release (0001683168-25-007913) and the 10-Q periodic report (0001437749-25-033627) directly on SEC EDGAR. The filing index links above go to sec.gov.