Applied Optoelectronics, Inc.
AAOINASDAQTechnology● Active
$197.60
+$20.60(+11.64%)
Market Cap$15.9B
P/E Ratio—
52W High$233.67
52W Low$15.29
Applied Optoelectronics, Inc. (AAOI) Earnings: Dates, EPS & Revenue History
Quarterly EPS vs. estimates, revenue surprises, next earnings date, and analyst consensus.
AAOI · earnings · updated Jun 8, 2026
Latest Earnings
Q2 FY2026Report Date: May 7, 2026EPS Actual
-$0.07
Est. -$0.05 · -42.9%
Revenue
$0.15B
Est. $0.16B · -3.7%
Fiscal Period
Q2 FY2026
FY ends December
Report Date
May 7, 2026
After Market Close
▼ Miss EPS▼ Miss Revenue
AAOI reports quarterly as a NASDAQ-listed Semiconductors company. Fiscal year ends in December. Data: FMP · Updated hourly.
Next Earnings Date
Days Away
85
days
Expected Date
Sep 1, 2026
Fiscal Period
Q3 FY2026
Release Time
◌ Time TBD (Unconfirmed)EPS Est.
—
Days Away85
Expected DateSep 1, 2026
Fiscal PeriodQ3 FY2026
Release TimeTime TBD (Unconfirmed)
EPS Est.—
EPS & Revenue vs. Estimates
Actual (Beat)
Actual (Miss)
Estimated
Earnings History
| Period | Report Date | EPS Est. | EPS Actual | EPS Surpr. | Revenue | Rev. Est. | Rev. Surpr. |
|---|---|---|---|---|---|---|---|
| ◌ Q3 FY2026 | Aug 6, 2026 | $0.03 | — | — | — | $0.19B | — |
| ▼ Q2 FY2026 | May 7, 2026 | -$0.05 | -$0.07 | -42.9% | $0.15B | $0.16B | -3.7% |
| ▲ Q1 FY2026 | Feb 26, 2026 | -$0.12 | -$0.01 | +91.7% | $0.13B | $0.13B | +1.5% |
| ▲ Q4 FY2025 | Nov 6, 2025 | -$0.10 | -$0.09 | +10.0% | $0.12B | $0.13B | -9.8% |
| ▼ Q3 FY2025 | Aug 7, 2025 | -$0.08 | -$0.16 | -100.0% | $0.10B | $0.12B | -13.2% |
| ▲ Q2 FY2025 | May 8, 2025 | -$0.04 | -$0.02 | +50.0% | $0.10B | $0.10B | +0.5% |
| — Q1 FY2025 | Feb 26, 2025 | -$0.02 | -$0.02 | +0.0% | $0.10B | $0.10B | +0.3% |
| ▼ Q4 FY2024 | Nov 7, 2024 | -$0.17 | -$0.21 | -23.5% | $0.07B | $0.10B | -34.8% |
Q3 FY2026
Aug 6, 2026
EPS Actual
—
EPS Est.
$0.03
EPS Surpr.
—
Revenue
—
Q2 FY2026
May 7, 2026Miss
EPS Actual
-$0.07
EPS Est.
-$0.05
EPS Surpr.
-42.9%
Revenue
$0.15B
Q1 FY2026
Feb 26, 2026Beat
EPS Actual
-$0.01
EPS Est.
-$0.12
EPS Surpr.
+91.7%
Revenue
$0.13B
Q4 FY2025
Nov 6, 2025Beat
EPS Actual
-$0.09
EPS Est.
-$0.10
EPS Surpr.
+10.0%
Revenue
$0.12B
Q3 FY2025
Aug 7, 2025Miss
EPS Actual
-$0.16
EPS Est.
-$0.08
EPS Surpr.
-100.0%
Revenue
$0.10B
Q2 FY2025
May 8, 2025Beat
EPS Actual
-$0.02
EPS Est.
-$0.04
EPS Surpr.
+50.0%
Revenue
$0.10B
Q1 FY2025
Feb 26, 2025
EPS Actual
-$0.02
EPS Est.
-$0.02
EPS Surpr.
+0.0%
Revenue
$0.10B
Q4 FY2024
Nov 7, 2024Miss
EPS Actual
-$0.21
EPS Est.
-$0.17
EPS Surpr.
-23.5%
Revenue
$0.07B
Analyst Estimates
Limited analyst coverage (fewer than 3 analysts). Estimates may not reflect market consensus.
EPS Estimates
| Period | Low | Consensus | High | # Analysts |
|---|---|---|---|---|
| Q4 FY2027 | $1.27 | $1.52 | $1.71 | 2 |
| Q3 FY2027 | $1.13 | $1.35 | $1.52 | 1 |
| Q2 FY2027 | $0.86 | $1.03 | $1.16 | 1 |
| Q1 FY2027 | $0.71 | $0.86 | $0.96 | 2 |
| Q4 FY2026 | $0.56 | $0.67 | $0.75 | 2 |
| Q3 FY2026 | $0.24 | $0.28 | $0.34 | 4 |
Revenue Estimates
| Period | Low | Consensus | High | # Analysts |
|---|---|---|---|---|
| Q4 FY2027 | $0.7B | $0.8B | $0.8B | 3 |
| Q3 FY2027 | $0.6B | $0.7B | $0.8B | 2 |
| Q2 FY2027 | $0.5B | $0.6B | $0.6B | 2 |
| Q1 FY2027 | $0.4B | $0.5B | $0.6B | 3 |
| Q4 FY2026 | $0.4B | $0.4B | $0.4B | 3 |
| Q3 FY2026 | $0.3B | $0.3B | $0.3B | 4 |
Earnings Price Reaction
Closing price one trading day before vs. one trading day after each earnings release.
| Period | Report Date | EPS Beat/Miss | Price Before | Price After | 1D Reaction |
|---|---|---|---|---|---|
| ▼ Q2 FY2026 | May 7, 2026 | -42.9% | $178.54 | $157.55 | -11.76% |
| ▲ Q1 FY2026 | Feb 26, 2026 | +91.7% | $58.12 | $53.69 | -7.62% |
| ▲ Q4 FY2025 | Nov 6, 2025 | +10.0% | $31.51 | $29.10 | -7.65% |
| ▼ Q3 FY2025 | Aug 7, 2025 | -100.0% | $23.23 | $22.33 | -3.87% |
| ▲ Q2 FY2025 | May 8, 2025 | +50.0% | $13.98 | $14.76 | +5.58% |
| ▲ Q1 FY2025 | Feb 26, 2025 | +0.0% | $23.34 | $25.19 | +7.93% |
| ▼ Q4 FY2024 | Nov 7, 2024 | -23.5% | $16.21 | $17.90 | +10.43% |
| ▲ Q3 FY2024 | Aug 6, 2024 | +3.5% | $6.97 | $7.29 | +4.59% |
Q2 FY2026-11.76%
Report Date
May 7, 2026
EPS Beat/Miss
-42.9%
Price Before
$178.54
Price After
$157.55
Q1 FY2026-7.62%
Report Date
Feb 26, 2026
EPS Beat/Miss
+91.7%
Price Before
$58.12
Price After
$53.69
Q4 FY2025-7.65%
Report Date
Nov 6, 2025
EPS Beat/Miss
+10.0%
Price Before
$31.51
Price After
$29.10
Q3 FY2025-3.87%
Report Date
Aug 7, 2025
EPS Beat/Miss
-100.0%
Price Before
$23.23
Price After
$22.33
Q2 FY2025+5.58%
Report Date
May 8, 2025
EPS Beat/Miss
+50.0%
Price Before
$13.98
Price After
$14.76
Q1 FY2025+7.93%
Report Date
Feb 26, 2025
EPS Beat/Miss
+0.0%
Price Before
$23.34
Price After
$25.19
Q4 FY2024+10.43%
Report Date
Nov 7, 2024
EPS Beat/Miss
-23.5%
Price Before
$16.21
Price After
$17.90
Q3 FY2024+4.59%
Report Date
Aug 6, 2024
EPS Beat/Miss
+3.5%
Price Before
$6.97
Price After
$7.29
Avg Beat Reaction+0.57%
Avg Miss Reaction-1.73%
Beat Rate5 / 8 quarters
Largest Move-11.76% (Q2 FY2026)
Data: FMP /historical-price-eod/full · field: close
About Earnings & Data Methodology
Data source: Financial Modeling Prep (FMP) | Updated: Hourly | Surprise%: (Actual − Estimate) / |Estimate| × 100 | Fiscal year: AAOI ends December
Applied Optoelectronics, Inc. (AAOI) most recently reported earnings on May 7, 2026 for Q2 FY2026, posting EPS of $-0.07 — missing the analyst consensus of $-0.05 by -42.9%. The next AAOI earnings date is expected around September 1, 2026.
Each quarter, investors track AAOI earnings for signals on forward guidance and business momentum. For longer-term revenue trends, see the Revenue tab. AAOI revenue tab →
Earnings Glossary
EPS (Earnings Per Share)
Net income ÷ diluted shares outstanding. The primary metric analysts use to gauge quarterly profitability.
Earnings Surprise %
(Actual − Estimate) / |Estimate| × 100. Positive = Beat. Negative = Miss.
Beat / Miss / In-Line
Beat = Actual ≥ Estimate. Miss = Actual < Estimate. In-Line = within ±1%.
BMO / AMC
Before Market Open / After Market Close. Two windows when companies typically release results.
Fiscal Quarter
AAOI's fiscal year ends in December. Fiscal quarters may not align with calendar quarters.
Analyst Consensus
Average EPS/Revenue forecast across all covering analysts. More analysts = more reliable estimate.
Figures tie to FMP earnings calendar, estimates, and SEC 10-Q/10-K filings where noted.
Frequently asked questions
AAOI earnings · 5 questionsApplied Optoelectronics, Inc.'s next earnings report is expected around September 1, 2026. AAOI typically reports quarterly — approximately every three months. The exact date is confirmed by the company 2–4 weeks before the release. Time is currently TBD; AAOI historically reports after market close (AMC).
AAOI earnings datewhen is AAOI earningsAAOI next earnings datewhen does AAOI report earningsAAOI earnings calendar
▸ Source: FMP · Applied Optoelectronics, Inc. SEC filings · US GAAP · Applied Optoelectronics, Inc. SEC 10-K & 10-Q filings · US GAAP · Updated: Jun 8, 2026