$52.72
2.595.16%
Last update: Nov 9, 12:37 PM
Applied Optoelectronics Inc
AAOINASDAQ
Applied Optoelectronics (AAOI) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Applied Optoelectronics (AAOI) last issued guidance on November 5, 2026 for Q4 2026. The company guided earnings per share in the range of $0.48 - $0.63, compared to a consensus EPS estimate of $0.55. Applied Optoelectronics also guided revenue in the range of $385M - $420M for the period.
Compared to prior guidance, Applied Optoelectronics raised its revenue forecast from a prior range of $255M - $290M.
Applied Optoelectronics has issued 16 guidance updates between February 23, 2023 and November 5, 2026. During this period, the company raised its outlook 12 times and lowered it 2 times, providing investors with insight into management's evolving expectations.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $0.13 | $0.01 | $-0.06 | $-0.13 |
| Actual | $0.17 | $0.06 | $-0.07 | $-0.01 |
| Surprise | +30.8% | +500.0% | -16.7% | +92.3% |
| Revenue | ||||
| Estimate | $268.3M | $190.6M | $155.1M | $130.7M |
| Actual | $269.9M | $191.9M | $151.1M | $134.3M |
| Surprise | +0.58% | +0.69% | -2.58% | +2.75% |
| Metric | Q4 '26E | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.55 | $0.75 | $0.74 | $1.11 |
| Revenue | ||||
| Consensus | $427.3M | $469.1M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Nov 5, 2026 | $0.17 | $0.13 | 30.8 % |
| Q2 | Aug 6, 2026 | $0.06 | $0.01 | 500.0 % |
| Q1 | May 7, 2026 | $-0.07 | $-0.06 | -16.7 % |
| Q4 | Feb 26, 2026 | $-0.01 | $-0.13 | 92.3 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Nov 5, 2026 | $269.88M | $268.32M | 0.58 % |
| Q2 | Aug 6, 2026 | $191.92M | $190.61M | 0.69 % |
| Q1 | May 7, 2026 | $151.14M | $155.14M | -2.58 % |
| Q4 | Feb 26, 2026 | $134.27M | $130.68M | 2.75 % |
