Applied Optoelectronics, Inc.

AAOI Technology Communication Equipment

Applied Optoelectronics, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $455.7 million, up 82.8% from fiscal 2024.

Revenue
+86.4%
EPS
−75.0%
Free cash flow
−191.6%
Total debt
+69.0%

Quarter to June 2026, against a year earlier

69.05 10.14 −12.80%
Market cap
$6.7B
P/E
0.0×
Fwd P/E
19.6×
Dividend yield
—
F-score
4/9
Altman Z
2.98
Beneish M
−0.51
Dividend safety
n/a

Applied Optoelectronics, Inc. (AAOI) SEC filings, changes and red flags

Red flags

Filings

Form Period Filed What it reports Flags
8-K Sep 10, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Sep 4, 2026 1.01 Entry into a material definitive agreement; 9.01 Financial statements and exhibits
8-K Aug 31, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Aug 18, 2026 1.01 Entry into a material definitive agreement; 5.02 Departure or appointment of directors or officers; 9.01 Financial statements and exhibits Officer departure
8-K Aug 21, 2026 1.01 Entry into a material definitive agreement; 9.01 Financial statements and exhibits
10-Q Jun 30, 2026 P1I2: 35 added · 14 removed · 30 modified
P2I1A: no material changes, the filing says
Share dilution
8-K Aug 6, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Jun 25, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Jun 11, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Jun 4, 2026 5.02 Departure or appointment of directors or officers; 5.07 Submission of matters to a vote of security holders; 9.01 Financial statements and exhibits
8-K May 14, 2026 1.01 Entry into a material definitive agreement; 9.01 Financial statements and exhibits
8-K May 8, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K May 4, 2026 4.01 Change in the certifying accountant; 9.01 Financial statements and exhibits Auditor change
10-Q Mar 31, 2026
8-K May 7, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Apr 7, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Mar 12, 2026 1.01 Entry into a material definitive agreement; 9.01 Financial statements and exhibits
8-K Feb 27, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Feb 23, 2026 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Feb 26, 2026 1.01 Entry into a material definitive agreement; 9.01 Financial statements and exhibits
10-K Dec 31, 2025 1: 1 added · 14 modified
1A: 54 added · 5 removed · 23 modified
7: 12 added · 13 removed · 31 modified
8-K Feb 26, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Feb 13, 2026 5.02 Departure or appointment of directors or officers; 9.01 Financial statements and exhibits
8-K Feb 10, 2026 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Nov 27, 2025 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Nov 7, 2025 1.01 Entry into a material definitive agreement; 9.01 Financial statements and exhibits
10-Q Sep 30, 2025
8-K Nov 6, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Oct 28, 2025 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Sep 19, 2025 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Sep 1, 2025 1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits
8-K Aug 27, 2025 1.01 Entry into a material definitive agreement; 9.01 Financial statements and exhibits
10-Q Jun 30, 2025
8-K Aug 7, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Mar 31, 2025
8-K May 8, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-K Dec 31, 2024
8-K Feb 26, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Sep 30, 2024
8-K Nov 7, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Jun 30, 2024
8-K Aug 6, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K May 9, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Feb 22, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Nov 9, 2023 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits

From the company’s filings on sec.gov. Red flags are raised by rules over the filings’ own data and text; they are not investment advice.