Applied Optoelectronics, Inc. (AAOI)
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Basics
Performance
Valuation
Profitability
Balance Sheet & Safety
Growth
Quality & Screener
AI Rating
Sells AIDas Kerngeschäft — optische 400G/800G-Transceiver für Hyperscale-Rechenzentren — wird laut 10-K/10-Q ausdrücklich für den KI-Ausbau der Cloud-Betreiber verkauft; die Berichte führen das Umsatzwachstum im Rechenzentrumsgeschäft direkt auf generative KI zurück und benennen KI-Nachfrage zugleich als konkretes Planungsrisiko. KI-getriebene Infrastruktur-Nachfrage ist damit eine dokumentierte Umsatzquelle.
View the full file — quotes, sources, reviewed filings
„In addition, we believe that the significant automation employed in our production process for data center optical modules gives us advantages over our competitors in the ability to scale production rapidly, which is beneficial because the rapid adoption of artificial intelligence ("AI") is fueling a new wave of investment by hyperscale data center operators, as AI computing is very compute and bandwidth intensive."
Zudem verschafft uns der hohe Automatisierungsgrad unserer Fertigung optischer Rechenzentrums-Module aus unserer Sicht Vorteile gegenüber Wettbewerbern beim schnellen Hochskalieren der Produktion — was von Vorteil ist, weil die rasche Verbreitung der Künstlichen Intelligenz („KI“) eine neue Investitionswelle der Hyperscale-Rechenzentrumsbetreiber befeuert, denn KI-Computing ist äußerst rechen- und bandbreitenintensiv.
„The leading-edge AI applications require significantly more compute capacity and bandwidth, driving the need for faster (800Gbps and higher) and innovative optical networking solutions to support the intra-data center connectivity needs."
Die führenden KI-Anwendungen erfordern deutlich mehr Rechenkapazität und Bandbreite und treiben damit den Bedarf an schnelleren (800 Gbit/s und mehr) und innovativen optischen Netzwerklösungen für die Konnektivität innerhalb der Rechenzentren.
„While the new customer interaction is not material within the quarter, we believe that both this new customer interaction and much of the growth in our existing data center business is related to efforts by these customers to increase processing capacity within their data centers, largely to accommodate applications enabled by generative artificial intelligence ("AI")."
Auch wenn die neue Kundenbeziehung im Quartal noch nicht wesentlich ist, gehen wir davon aus, dass sowohl diese neue Kundenbeziehung als auch ein Großteil des Wachstums in unserem bestehenden Rechenzentrumsgeschäft auf die Bemühungen dieser Kunden zurückgeht, die Rechenkapazität in ihren Rechenzentren zu erhöhen — vor allem für Anwendungen, die durch generative Künstliche Intelligenz („KI“) ermöglicht werden.
„If AI adoption slows, stalls, or follows a trajectory that differs from our planning assumptions, we could incur overcapacity, lower utilization rates, and negative operating leverage."
Wenn sich die KI-Einführung verlangsamt, ins Stocken gerät oder anders verläuft als in unseren Planungsannahmen, könnten uns Überkapazitäten, geringere Auslastung und negative operative Hebel treffen.
Filings Reviewed: 10-Q 2026-05-07 · 10-Q 2025-11-06 · 10-Q 2025-08-07 · 10-Q 2025-05-08 · 10-K 2026-02-26 · 10-K 2025-02-28
Rated on July 8, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | -2.60 | – | 100 | 65.90 | -119.40 | -25 | -53 |
| 2025: Q1 | -0.18 | – | 100 | 145.50 | -9.20 | -51 | -79 |
| 2025: Q2 | -0.16 | – | 103 | 137.90 | -8.80 | -66 | -91 |
| 2025: Q3 | -0.28 | – | 119 | 82.10 | -15.10 | -29 | -79 |
| 2025: Q4 | -0.03 | – | 134 | 33.90 | -1.50 | -30 | 75 |
| 2026: Q1 | -0.19 | – | 151 | 51.40 | -9.40 | -85 | -144 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
About the Company
Applied Optoelectronics, Inc. ist in der Entwicklung, Fertigung und im Verkauf von Glasfaser-Netzwerkprodukten in den USA, Taiwan und China tätig.
| Employees | 4,691 |
|---|---|
| Headquarters | Sugar Land, TX |
| Website | ao-inc.com |
| IPO Date | 26. Sep 2013 |
| Next Earnings | 6. Aug 2026 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Chih-Hsiang Lin Ph.D. | Founder, Chairman, President & CEO | 1963 |
| Stefan J. Murry Ph.D. | CFO & Chief Strategy Officer | 1973 |
| David C. Kuo J.D. | Senior VP, Chief Legal & Compliance Officer and Secretary | 1983 |
| Hung-Lun Chang Ph.D. | Senior VP of Optical Component Business Unit & North America GM | 1964 |
| Shu-Hua Yeh | Senior VP of Network Equipment Module Business Unit & Asia GM | 1966 |
| Lindsay Grant Savarese | Investor Relations | – |
| Todd McCrum | Senior VP & GM of Broadband Access | – |
| Jessica Hung | VP of Finance & Controller | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 22. Jul 2026 | Kuo David C | *** See Remarks | Other | 407 | 119.26 | 48,539 |
| 22. Jul 2026 | Kuo David C | *** See Remarks | Other | 516 | 119.26 | 61,538 |
| 22. Jul 2026 | Kuo David C | *** See Remarks | Other | 472 | 119.26 | 56,291 |
| 22. Jul 2026 | Kuo David C | *** See Remarks | Other | 1,869 | 119.26 | 222,897 |
| 22. Jul 2026 | Murry Stefan J. | Chief Financial Officer | Other | 770 | 119.26 | 91,830 |
| 22. Jul 2026 | Murry Stefan J. | Chief Financial Officer | Other | 988 | 119.26 | 117,829 |
| 22. Jul 2026 | Murry Stefan J. | Chief Financial Officer | Other | 679 | 119.26 | 80,978 |
| 22. Jul 2026 | Murry Stefan J. | Chief Financial Officer | Other | 2,971 | 119.26 | 354,321 |
| 22. Jul 2026 | Chang Hung-Lun (Fred) | *** See Remarks | Other | 616 | 119.26 | 73,464 |
| 22. Jul 2026 | Chang Hung-Lun (Fred) | *** See Remarks | Other | 773 | 119.26 | 92,188 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.