AAOI
Applied Optoelectronics, Inc.
Applied Optoelectronics (AAOI) Q2 2026 earnings
Published Aug 6, 2026
AI summary
- Revenue $192M, up 86% from $103M a year ago.
- Adjusted EPS $0.06 beat the $0.01 consensus by $0.04, up from −$0.16 a year ago.
- Applied Optoelectronics reported record quarterly revenue of $191.9 million, up from $103.0 million a year ago.
- The company returned to non-GAAP profitability, reporting $0.06 in non-GAAP diluted earnings per share.
- Strong demand for 800G products and 1.8 GHz CATV equipment drove the quarterly performance.
Results vs analyst consensus
Revenue
Reported
$192M
Consensus not captured before release
+86% YoY
Adjusted EPS
Reported · Non-GAAP diluted net earnings (loss) per share
$0.06
Consensus $0.01
Beat by $0.04GAAP EPS: −$0.28
Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
$255M–$290M
third quarter of 2026 revenue guidance
Next-quarter consensus not captured before release.
What to watch
- The company reported a GAAP net loss of $22.8 million for the quarter.
- Demand for 800G and 1.6 Tb products is expected to outpace production capacity through mid-2027.
Read original report
Source: Applied Optoelectronics, Inc. press release · SEC Form 8-K exhibit 99.1