AAOI earnings: EPS beat by 19.5%, revenue beat by 0.7%
Applied Optoelectronics reported results (Nov 05, 2026). EPS came in at $0.17 against a $0.14 consensus, beat by 19.5%. Revenue was $269.9M versus $268.1M expected, beat by 0.7%.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.17 | $0.14 | beat by 19.5% |
| Revenue | $269.9M | $268.1M | beat by 0.7% |
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The trend
Revenue is up 86.4% from the same quarter last year. Gross margin sits at 27.7%, 350 bps off its 8-quarter high.
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How it stacks up
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