Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free AAOI Stock Alerts

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

Applied Optoelectronics logo
$100.38 -2.75 (-2.67%)
As of 09/3/2026 04:00 PM Eastern
Compare

Applied Optoelectronics Earnings Summary

Applied Optoelectronics announced Q2 2026 earnings on August 6, 2026, reporting an EPS of $0.06, which beat the consensus estimate of $0.02 by $0.04. Quarterly revenue rose 86.3% year-over-year to $191.92 million, above analysts' expectations of $190.48 million. With a trailing EPS of -$0.78, Applied Optoelectronics' earnings are expected to grow 578.18% next year, from $0.55 to $3.73 per share.

Upcoming Q3
Earnings Date
Nov. 5After Market ClosesEstimated
Consensus EPS
(Aug. 6)
$0.02
Actual EPS
(Aug. 6)
$0.06 Beat By $0.04
Actual Revenue
(Aug. 6)
$191.92M

Q2 2026 Earnings Resources

AAOI Upcoming Earnings

Applied Optoelectronics' next earnings date is estimated for Thursday, November 5, 2026, based on past reporting schedules.

Powered by Quartr
Get Applied Optoelectronics Earnings Alerts

Want to stay updated on the latest earnings announcements and upcoming reports? Sign up for Earnings360's daily newsletter to receive timely earnings updates on Applied Optoelectronics and other key companies, straight to your inbox.

Sign Up
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Charts & View Estimated and Actual Earnings Data

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$194.1 M - 0.030 - 0.030$180.0 M - $198.0 M
Q3 20261$0.21$0.21$0.21$265.7 M0.110 - 0.260$255.0 M - $290.0 M
Q4 20261$0.29$0.29$0.29

Applied Optoelectronics Earnings History by Quarter

Export
DateQuarterConsensus EstimateReported EPSBeat/MissGAAP EPSRevenue EstimateActual RevenueDetails
11/5/2026
(Estimated)		--------
8/6/2026Q2 2026$0.0151$0.06+$0.0449-$0.28$190.48M$191.92M
5/7/2026Q1 2026-$0.05-$0.07 -$0.02-$0.19$156.98M$151.14M
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

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, November 5th, 2026 based off last year's report dates. Learn more on AAOI's earnings history.

Applied Optoelectronics updated its third quarter 2026 earnings guidance on Thursday, August, 6th. The company provided earnings per share guidance of 0.110-0.260 for the period, compared to the consensus earnings per share estimate of 0.270. The company issued revenue guidance of $255.0 million-$290.0 million, compared to the consensus revenue estimate of $265.7 million.

In the previous quarter, Applied Optoelectronics (NASDAQ:AAOI) reported $0.06 earnings per share (EPS) to beat the analysts' consensus estimate of $0.02 by $0.04. 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 -$0.78 earnings per share over the last four quarters.

Applied Optoelectronics' earnings are expected to grow from $0.55 per share to $3.73 per share in the next year, which is a 578.18% increase.

Related Companies
Earnings Tools

Earnings data for NASDAQ:AAOI is sourced from Fiscal.ai, with the most recent quarter reported on 8/6/2026. New results are added as companies report their earnings.
From Our Partners
The 2026 beginners Guide to Gold IRAs
Gold trades near record highs while silver just topped $81 an ounce for the first time ever. Thousands of A...
Goldco Direct, LLC | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Before Anthropic becomes impossible to ignore...
Riot Platforms just struck a 20-year, 191-megawatt data-center agreement tied to Anthropic, reportedly worth 9...
The Oxford Club | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
How Long Does $2.5M Last in Retirement?
Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...
SmartAsset | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel