APPLIED OPTOELECTRONICS, INC. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Applied Optoelectronics reported Q2 2026 GAAP revenue of $191.9M (up 86% YoY from $103.0M in Q2 2025), achieving record revenue for the fifth consecutive quarter. Non-GAAP net income was $5.5M ($0.06 per share) versus non-GAAP net loss of $8.8M in Q2 2025—a return to non-GAAP profitability. However, GAAP net loss widened to $22.8M ($0.28 per share) from $9.1M loss YoY. The company guided Q3 2026 revenue of $255M–$290M and non-GAAP net income of $10.1M–$24.0M, forecasting demand to outpace production capacity through mid-2027.
Why this rating
Strong YoY growth (86% revenue), return to non-GAAP profitability, and robust capacity expansion guidance are material. However, GAAP losses persist and large. Meaningful ~5% of market cap in Q2 revenue; significant for optoelectronics peer group.
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