Skip to content
OpenCapital
Get started

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

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

Financials

Q3 2025

Income statement

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

Balance sheet

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

Cash flow

See full
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
See full
Market cap$1.62B+176%
Enterprise value$1.55B+165%
P/S3.8×+1.0×

Profitability

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

Returns & leverage

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

Segments

By product

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

By geography

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

Versus estimates

Revenue

Q1 2026$151.1MMiss by $5.8MQ4 2025$134.3MBeat by $2.0M
Q3 2025$118.6MMiss by $12.9M
Q2 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 $0.02Q4 2025-$0.01Beat by $0.11
Q3 2025-$0.09Beat by $0.01
Q2 2025-$0.16Miss by $0.08Q1 2025-$0.02Beat by $0.02Q4 2024-$0.02In line

Ask the moment Applied Optoelectronics reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

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.