# Applied Optoelectronics (AAOI) — Earnings

AAOI · NASDAQ · Stock

Canonical page: https://www.lighthorse.io/tickers/aaoi/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q2 2026 |
| Period end | Jun 30, 2026 |
| EPS actual | $0.06 |
| EPS estimate | $0.02 |
| EPS surprise | +297.35% |
| Revenue surprise | +0.76% |
| Revenue | $191.9M |
| Revenue estimate | $190.5M |
| Reported | Aug 6, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1158114/000143774926026278/aaoi20260630_10q.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/d7b079da-1002-93ce-be59-99bb1650d5fc.html) |

Applied Optoelectronics reported Q2 2026 results on August 6, 2026. It earned $0.06 per share, beating the $0.02 estimate by 297.35%. Revenue was $191.9 million against a $190.5 million estimate. A year earlier, Q2 2025 was a loss of $0.16 per share on $103.0 million of revenue, so revenue grew about 86%. Q2 2026 was the first profitable quarter since Q4 2023, and both its EPS and revenue are the highest in the table.

The record is mostly losses. Every full year in the table ended in a loss: $1.02 per share in 2022, $0.47 in 2023, $0.82 in 2024 and $0.28 in 2025. Revenue has climbed since early 2024, from a low of $40.7 million in Q1 2024 to $191.9 million now. Full-year 2025 revenue of $455.8 million was about 83% above 2024's $249.5 million. The first half of 2026 nets to a loss of $0.01 per share. The company beat the EPS estimate 12 times in 20 quarters.

Applied Optoelectronics has reported Q3 between November 3 and November 9 in each of the past five years. That points to early November 2026 for the next report. It will show whether the return to profit in Q2 holds.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2026 | Aug 6, 2026 | $0.02 | $0.06 | 297.35% | $190.5M | $191.9M |
| Q1 2026 | May 7, 2026 | −$0.05 | −$0.07 | -42.86% | $157.0M | $151.1M |
| Q4 2025 | Feb 26, 2026 | −$0.11 | −$0.01 | 90.83% | $132.3M | $134.3M |
| Q3 2025 | Nov 6, 2025 | −$0.09 | −$0.09 | 2.17% | $119.8M | $118.6M |
| Q2 2025 | Aug 7, 2025 | −$0.07 | −$0.16 | -124.09% | $105.9M | $103.0M |
| Q1 2025 | May 8, 2025 | −$0.04 | −$0.02 | 49.24% | $99.4M | $99.9M |
| Q4 2024 | Feb 26, 2025 | −$0.02 | −$0.02 | -10.50% | $100.0M | $100.3M |
| Q3 2024 | Nov 7, 2024 | −$0.17 | −$0.21 | -24.93% | $62.6M | $65.2M |
| Q2 2024 | Aug 6, 2024 | −$0.29 | −$0.28 | 4.14% | $44.1M | $43.3M |
| Q1 2024 | May 9, 2024 | −$0.29 | −$0.31 | -5.95% | $43.6M | $40.7M |
| Q4 2023 | Feb 22, 2024 | $0.00 | $0.04 | 6566.67% | $65.2M | $60.5M |
| Q3 2023 | Nov 9, 2023 | −$0.05 | −$0.05 | -1.01% | $62.6M | $62.5M |
| Q2 2023 | Aug 3, 2023 | −$0.28 | −$0.21 | 24.27% | $45.4M | $41.6M |
| Q1 2023 | May 4, 2023 | −$0.18 | −$0.25 | -36.46% | $53.8M | $53.0M |
| Q4 2022 | Feb 23, 2023 | −$0.30 | −$0.19 | 37.42% | $61.3M | $61.6M |
| Q3 2022 | Nov 3, 2022 | −$0.29 | −$0.26 | 9.78% | $58.8M | $56.7M |
| Q2 2022 | Aug 4, 2022 | −$0.29 | −$0.28 | 2.20% | $55.9M | $52.3M |
| Q1 2022 | May 5, 2022 | −$0.29 | −$0.29 | -1.33% | $52.4M | $52.2M |
| Q4 2021 | Feb 24, 2022 | −$0.21 | −$0.20 | 6.93% | $53.0M | $54.4M |
| Q3 2021 | Nov 4, 2021 | −$0.29 | −$0.20 | 29.82% | $53.7M | $53.3M |

## Frequently Asked Questions

### When did Applied Optoelectronics (AAOI) last report earnings?

Applied Optoelectronics last reported on Aug 6, 2026, covering fiscal Q2 2026.

### Did AAOI beat earnings estimates?

Yes. Applied Optoelectronics reported EPS of $0.06 for Q2 2026 against a $0.02 estimate — a 297.35% beat.

### How much revenue did AAOI report last quarter?

Applied Optoelectronics reported $191.9M in revenue for Q2 2026, against a consensus estimate of $190.5M.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

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Data provided by [AInvest](https://www.ainvest.com).