What does an earnings surprise mean?

An earnings surprise is the difference between a company's reported EPS or revenue and the analysts' consensus estimate. A positive surprise means results exceeded expectations, while a negative surprise means results fell short.

How can earnings reports affect AAOI stock?

Earnings reports can increase volatility in AAOI stock, especially when reported EPS, revenue or company guidance differs from market expectations. An earnings beat does not always lead to a price increase, as investors also consider the outlook, valuation and broader market conditions.

Applied Optoelectronics Inc Earnings Dates & Reports

This page offers detailed Applied Optoelectronics Inc earnings data including the latest Applied Optoelectronics Inc earnings report, the upcoming Applied Optoelectronics Inc earnings date, historical data and Applied Optoelectronics Inc earnings call news.

AAOI Latest Quarter’s Earnings

Announce Date8/6/2026

EPS Actual (USD)-0.28

Revenue Actual (USD)191.92M

AAOI Upcoming Quarter's Earnings

Announce Date--

EPS Forecast (USD)--

Revenue Forecast (USD)--

AAOI FY2025 Earnings

EPS (YoY)-0.6485.87%

Revenue (YoY)455.71M82.75%

Applied Optoelectronics Inc (AAOI) Earnings History

Release Date	Period End	EPS/Forecast	Revenue/Forecast	EPS Surprise %	Revenue Surprise %
8/6/2026	06/2026	-0.28/0.01	191.92M/190.48M	-1961.93%	0.76%
5/7/2026	03/2026	-0.19/-0.05	151.14M/157.06M	-286.99%	-3.77%
2/26/2026	12/2025	-0.03/-0.11	134.27M/132.94M	74.56%	1.00%
11/6/2025	09/2025	-0.28/-0.09	118.63M/119.77M	-220.38%	-0.95%
8/7/2025	06/2025	-0.16/-0.07	102.95M/105.80M	-115.98%	-2.70%
5/8/2025	03/2025	-0.18/-0.04	99.86M/99.37M	-405.63%	0.49%
2/26/2025	12/2024	-2.60/-0.02	100.27M/99.98M	-14326.56%	0.29%
11/7/2024	09/2024	-0.42/-0.17	65.15M/62.60M	-150.18%	4.08%

Applied Optoelectronics Inc Earnings News

AOI Q2 2026 earnings: Record revenue brings non-GAAP profit as GAAP losses widen

Applied Optoelectronics (AOI) reported Q2 2026 revenue of $191.9 million, up 86.4% year over year, while GAAP diluted EPS was a $0.28 loss versus a $0.16 loss. Non-GAAP EPS improved to $0.06 as datacenter revenue more than doubled to $107.7 million and CATV revenue rose to $80.6 million. Gross margin narrowed, operating expenses increased, and the GAAP net loss widened to $22.8 million. AOI guided Q3 revenue to $255 million to $290 million while expanding 800G and 1.6 Tb production capacity, with demand expected to exceed capacity through mid-2027.

TradingKeyFri, Aug 7

AOI Q2 2026 Earnings: Revenue Rises 86% as Non-GAAP Profit Returns

Applied Optoelectronics (AOI) reported Q2 2026 revenue of $191.9 million, up 86.4% year over year, while GAAP diluted loss widened to $0.28 per share from $0.16. Non-GAAP net income reached $5.5 million, or $0.06 per diluted share, marking a return to non-GAAP profitability as datacenter and CATV revenue rose. GAAP gross margin fell 2.6 percentage points to 27.7%. For Q3, AOI guided to revenue of $255 million to $290 million and non-GAAP EPS of $0.11 to $0.26 as it expands 800G and 1.6 Tb capacity.

TradingKeyThu, Aug 6

Applied Optoelectronics Inc