Bilaal.Raja
Company record

AAOI  APPLIED OPTOELECTRONICS, INC.

Trailing twelve months to 2026-06-30, as filed 2026-08-06 and not restated since.
Technology

Scale

Market cap
$9.8bn
Revenue TTM
$596m
Net income TTM
$-57m
Free cash flow
—
Composite score
—
Sector rank
#701

Valuation

P / E
—
EV / EBITDA
—
EV / sales
15.6
FCF yield
—
Yield vs 10-yr
-5.86pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 5.28% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-9.6%
EBITDA margin
-5.4%
ROE
-3.4%
ROIC
-5.8%
Revenue growth
61.9%

Insider activity, last 90 days

Net open-market
$-6.67m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We experienced significant growth in sales of data center products during the period, reflecting increased customer deployments and demand for higher speed optical connectivity solutions. The following charts provide the revenue contribution from each of the markets we served for the three and six months ended June 30, 2026 and 2025 (in thousands, except percentages): Revenues for the three months ended June 30, 2026 increased by $89.0 million, or 86.4%, compared to the three months ended June 30, 2025. The increase was primarily driven by: Revenues for the six months ended June 30, 2026 increased by $140.3 million, or 69.2%, compared to the six months ended June 30, 2025. …APPLIED OPTOELECTRONICS, INC., 10-Q, period ended 2026-06-30, filed 2026-08-06

Read the full passage →