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Segments

By product

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Data Center$107.66M+140%
CATV$80.58M+43.8%
Telecom$3.41M+75.8%
Ftth And Other$1.21M-43.6%

By geography

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TW$108.43M+174%
CN$82.16M+31.1%
US$1.34M+66.7%

By segment

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Single Reportable$191.92M+86.4%

Other financials

Income statement

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Gross profit$15.9M-21.1%
Operating income-$16.5M-147%
Net income-$22.8M-150%
EPS (diluted)-$0.42-55.6%

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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Operating cash flow-$85.4M-67.6%
CapEx$276.9M+987%
Free cash flow-$265.3M-192%

Valuation

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Market cap$10.32B+691%
Enterprise value$9.95B+675%
P/S17.3×+13.8×

Profitability

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Gross margin22.7%
Operating margin-24.5%
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×

Where this comes from

Reported directly by Applied Optoelectronics in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Applied Optoelectronics’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:17 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001437749-26-026278
Line itemThree months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
Revenue, net$191,922$102,952$343,066$202,811
Cost of goods sold138,71571,790245,943141,105
Gross profit53,20731,16297,12361,706
Operating expenses
Research and development34,87120,61260,52738,422
Sales and marketing11,4908,13517,83713,492
General and administrative31,57318,39156,47734,706
Total operating expenses77,93447,138134,84186,620

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FAQ

What is Applied Optoelectronics's total revenue?
Applied Optoelectronics (AAOI) reported total revenue of $191.92M in Q2 2026.
How has Applied Optoelectronics's total revenue changed year-over-year?
Applied Optoelectronics's total revenue increased by 86.4% year-over-year, from $102.95M to $191.92M.
What is the long-term trend for Applied Optoelectronics's total revenue?
Over 4 years (2021 to 2025), Applied Optoelectronics's total revenue has grown at a 21.1% compound annual growth rate (CAGR), from $211.57M to $455.72M.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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