Company Dossier · Information Technology
Applied Optoelectronics
- Russell 1000
What Applied Optoelectronics is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $0.60 billion, up 62% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: −$0.42 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.21 billion, up 200% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2018: $0.05 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 6, 2026): sentiment 0.75 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.72 of 1.Palanor Discourse
- Latest annual report (filed February 26, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $6.7 million on the open market.SEC Form 4
- 481 institutional managers reported a position at June 30, 2026 (+105 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 39 (21 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Applied Optoelectronics yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Applied Optoelectronics, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralApplied Optoelectronics Inc (AAOI) Shares Fall 9.8% -- What GF Score of 62 Tells Investors
gurufocus.com · via Marketaux · Oct 17, 2026
- NeutralIs Applied Optoelectronics Inc (AAOI) Overvalued After 8.1% Rally? GF Value Says Overvalued
gurufocus.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 19, 2026LobbyingLobbying report (BANNER PUBLIC AFFAIRS, LLC)third_quarter 2026 · $0.1 million
- Sep 29, 2026Patent
- Sep 29, 2026Patent
- Sep 15, 20268-KMaterial agreement signedItem 1.01
- Sep 15, 2026Patent
- Sep 10, 20268-KMaterial agreement signedItem 1.01
- Sep 1, 20268-KMaterial agreement signedItem 1.01
- Sep 1, 2026Patent
- Sep 1, 2026Patent
- Aug 24, 20268-KMaterial agreement signedItem 1.01
- Aug 24, 20268-KDirector or officer changeItem 5.02
- Aug 21, 20268-KMaterial agreement signedItem 1.01
- Jul 22, 2026LobbyingLobbying report (BANNER PUBLIC AFFAIRS, LLC)second_quarter 2026 · $0.1 million
- Jul 22, 2026LobbyingLobbying report (BANNER PUBLIC AFFAIRS, LLC)second_quarter 2026 · $0.1 million
- Jul 1, 20268-KMaterial agreement signedItem 1.01
- Jun 16, 20268-KMaterial agreement signedItem 1.01
- Jun 5, 20268-KDirector or officer changeItem 5.02
- Jun 5, 20268-KShareholder vote resultsItem 5.07
- May 14, 20268-KMaterial agreement signedItem 1.01
- May 13, 20268-KMaterial agreement signedItem 1.01
- May 8, 20268-KAuditor changeItem 4.01
- Apr 20, 2026LobbyingLobbying report (BANNER PUBLIC AFFAIRS, LLC)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (BANNER PUBLIC AFFAIRS, LLC)first_quarter 2026 · $0.1 million
- Apr 13, 20268-KMaterial agreement signedItem 1.01
- Mar 12, 20268-KMaterial agreement signedItem 1.01
- Mar 5, 20268-KMaterial agreement signedItem 1.01
- Feb 27, 20268-KMaterial agreement signedItem 1.01
- Feb 26, 20268-KMaterial agreement signedItem 1.01
- Feb 26, 202610-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 19, 20268-KDirector or officer changeItem 5.02
- Jan 16, 2026LobbyingLobbying report (BANNER PUBLIC AFFAIRS, LLC)fourth_quarter 2025 · $0.1 million
- Dec 3, 20258-KMaterial agreement signedItem 1.01
- Nov 7, 20258-KMaterial agreement signedItem 1.01
- Nov 3, 20258-KMaterial agreement signedItem 1.01
- Oct 20, 2025LobbyingLobbying report (BANNER PUBLIC AFFAIRS, LLC)third_quarter 2025 · $0.1 million
- Sep 24, 20258-KMaterial agreement signedItem 1.01
- Sep 4, 20258-KMaterial agreement signedItem 1.01
- Aug 27, 20258-KMaterial agreement signedItem 1.01
- Aug 26, 20258-KMaterial agreement signedItem 1.01
- Aug 26, 20258-KMaterial agreement terminatedItem 1.02
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Universal Display Corporation OLED | $0.6B | $0.2B | Jun 30, 2026 |
| Lattice Semiconductor LSCC | $0.7B | $0.2B | Jul 4, 2026 |
| MACOM Technology Solutions MTSI | $1.2B | $0.2B | Jul 3, 2026 |
| Astera Labs ALAB | $1.2B | $0.3B | Jun 30, 2026 |
| Cirrus Logic CRUS | $2.0B | $0.6B | Jun 27, 2026 |
| Monolithic Power Systems MPWR | $3.3B | $0.6B | Jun 30, 2026 |
| Qorvo QRVO | $3.7B | $0.7B | Mar 28, 2026 |
| Skyworks Solutions SWKS | $4.0B | $0.4B | Jul 3, 2026 |
Identity
- SEC CIK
- 1158114