Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $151.1M | +51.4% | $-14.3M | $-0.19 | -5.6% | 29.1% | -8.5% |
| Q4 2025 Dec 2025 | $134.3M | — | $-2.0M | $-0.03 | — | 31.2% | -8.5% |
| Q3 2025 Sep 2025 | $118.6M | — | $-17.9M | $-0.28 | — | 28.0% | -12.6% |
| Q2 2025 Jun 2025 | $103.0M | — | $-9.1M | $-0.16 | — | 30.3% | -14.2% |
| Q1 2025 Mar 2025 | $99.9M | — | $-9.2M | $-0.18 | — | 30.6% | -8.8% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Is Applied Optölectronics’ latest sell-off a temporary AI trade shakeout, or an early warning that demand expectations ran too far ahead?
