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Applied Optoelectronics (AAOI) Earnings Date, Estimates & Call Transcripts

Applied Optoelectronics logo
$180.57 +7.59 (+4.39%)
Closing price 05/5/2026 04:00 PM Eastern
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$186.85 +6.28 (+3.48%)
As of 05:44 AM Eastern
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Applied Optoelectronics Earnings Summary

Applied Optoelectronics posted Q4 2025 earnings on February 26, 2026, reporting an EPS of -$0.01, which beat the consensus estimate of -$0.12 by $0.11. Quarterly revenue rose 33.9% year-over-year to $134.27 million, above analysts' expectations of $131.56 million. With a trailing EPS of -$0.65, Applied Optoelectronics' earnings are expected to grow 386.36% next year, from $0.66 to $3.21 per share.

Upcoming
Earnings Date
May. 7After Market ClosesEstimated
Consensus EPS
(Feb. 26)
-$0.12
Actual EPS
(Feb. 26)
-$0.01 Beat By $0.11
Actual Revenue
(Feb. 26)
$134.27M

Q4 2025 Earnings Resources

AAOI Upcoming Earnings

Applied Optoelectronics' Q1 2026 earnings is estimated for Thursday, May 7, 2026, based on past reporting schedules, with a conference call scheduled at 4:30 PM ET. Check back for transcripts, audio, and key financial metrics as they become available.

Q1 2026 Earnings Report
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AAOI Earnings Estimates and Actuals by Quarter

The chart below shows up to four years of a company's earnings history. The dark blue line represents the company's actual earnings per share. The light blue area represents the range of Wall Street analysts' earnings estimates for each quarter.

AAOI Estimated and Actual Revenue by Quarter

The chart below shows up to four years of a company's revenue history. The dark blue line represents the company's actual revenue. The light blue line represents the company's estimated revenue based on the consensus of Wall Street analysts for each quarter.

Applied Optoelectronics Analyst EPS Estimates

QuarterNumber of EstimatesLow EstimateHigh EstimateAverage EstimateRevenue EstimateCompany EPS GuidanceCompany Revenue Guidance
Q2 20261$0.08$0.08$0.08
Q3 20261$0.21$0.21$0.21
Q4 20261$0.29$0.29$0.29

Applied Optoelectronics Earnings History by Quarter

Export
DateQuarterConsensus EstimateReported EPSBeat/MissGAAP EPSRevenue EstimateActual RevenueDetails
5/7/2026
(Estimated)		-------
2/26/2026Q4 2025-$0.12-$0.01+$0.11-$0.03$131.56M$134.27M
11/6/2025Q3 2025-$0.10-$0.09+$0.01-$0.28$119.77M$118.63M
8/7/2025Q2 2025-$0.08-$0.16 -$0.08-$0.16$104.96M$102.95M
5/8/2025Q1 2025-$0.04-$0.02+$0.02-$0.18$99.37M$99.86M
2/26/2025Q4 2024-$0.02-$0.09 -$0.07-$2.60$99.92M$100.27M
8/6/2024Q2 2024-$0.29-$0.28+$0.01-$0.20$44.14M$43.27M
5/9/2024Q1 2024-$0.36-$0.39 -$0.03-$0.18$43.56M$40.67M

Data powered by Fiscal.ai.

Applied Optoelectronics Earnings - Frequently Asked Questions

Applied Optoelectronics has not confirmed its next earnings publication date, but the company's estimated earnings date is Thursday, May 7th, 2026 based off last year's report dates. Learn more on AAOI's earnings history.

Applied Optoelectronics issued an update on its first quarter 2026 earnings guidance on Thursday, February, 26th. The company provided earnings per share guidance of -0.090-0.000 for the period, compared to the consensus estimate of -0.070. The company issued revenue guidance of $150.0 million-$165.0 million, compared to the consensus revenue estimate of $145.6 million.

In the previous quarter, Applied Optoelectronics (NASDAQ:AAOI) reported ($0.01) earnings per share (EPS) to beat the analysts' consensus estimate of ($0.12) by $0.11. Learn more on analysts' earnings estimate vs. AAOI's actual earnings.

The conference call for Applied Optoelectronics' latest earnings report can be listened to online.
Listen to Conference Call

The conference call transcript for Applied Optoelectronics' latest earnings report can be read online.
Read Transcript

Applied Optoelectronics (NASDAQ:AAOI) has a recorded annual revenue of $455.71 million.

Applied Optoelectronics (NASDAQ:AAOI) has a recorded net income of -$38.23 million. AAOI has generated -$0.65 earnings per share over the last four quarters.

Applied Optoelectronics' earnings are expected to grow from $0.66 per share to $3.21 per share in the next year, which is a 386.36% increase.

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This page (NASDAQ:AAOI) was last updated on 5/6/2026 by MarketBeat.com Staff.
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