AAOI · Nasdaq · CIK 0001158114

APPLIED OPTOELECTRONICS, INC.

APPLIED OPTOELECTRONICS, INC.’s most recent SEC filing in our snapshot is a Form SCHEDULE 13G/A filed on Oct 27, 2026. In fiscal 2025 (year ended Dec 31, 2025) it reported revenue of $455.7M and net income of -$38.2M, according to its XBRL data on EDGAR. Its EDGAR record lists 79 Form 4 insider filings from the 12 months before our last refresh.

SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.

Revenue, FY2025
$455.7M
Net income, FY2025
-$38.2M
Form 4 filings on record, past 12 months
79

Company overview

Legal name (as filed)
APPLIED OPTOELECTRONICS, INC.
Ticker
AAOI
SEC Central Index Key (CIK)
0001158114
Industry (SIC)
Semiconductors & Related Devices (code 3674)
Business address
SUGAR LAND, TX
State or country of incorporation
DE
Fiscal year ends
December 31
SEC filer category
Large accelerated filer
Position in SEC ticker list
#1238 of the 3,000 companies we track

Five-year financial highlights

Full-year figures from APPLIED OPTOELECTRONICS, INC.’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.

Revenue
$211.6MFY2021$222.8MFY2022$217.6MFY2023$249.4MFY2024$455.7MFY2025
Net income
-$54.2MFY2021-$66.4MFY2022-$56.0MFY2023-$186.7MFY2024-$38.2MFY2025
AAOI annual results
ItemFY2021
ended Dec 31, 2021		FY2022
ended Dec 31, 2022		FY2023
ended Dec 31, 2023		FY2024
ended Dec 31, 2024		FY2025
ended Dec 31, 2025
Revenue$211.6M$222.8M$217.6M$249.4M$455.7M
Net income-$54.2M-$66.4M-$56.0M-$186.7M-$38.2M
Diluted EPS-$2.01-$2.38-$1.75-$4.50-$0.64
Total assets$454.5M$408.3M$389.2M$547.0M$1.2B
Cash and equivalents$34.7M$24.7M$45.4M$67.4M$206.1M

XBRL tags used: revenue = RevenueFromContractWithCustomerExcludingAssessedTax; netIncome = NetIncomeLoss; assets = Assets; eps = EarningsPerShareDiluted; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.

How to read these numbers

Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.

Latest key reports

The most recent filing of each major report type, even if it falls outside the 40 newest filings below.

AAOI latest annual, quarterly, current and proxy reports
FiledFormWhat it isOriginal
Feb 26, 202610-KAnnual report· period Dec 31, 2025Document · Index
Aug 6, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Sep 15, 20268-KMaterial agreement; New financial obligation· period Sep 10, 2026Document · Index
Apr 24, 2026DEF 14ADefinitive proxy statement· period Jun 4, 2026Document · Index

Recent SEC filings

The 40 newest documents filed by or about APPLIED OPTOELECTRONICS, INC., by form type:

4 ×20144 ×98-K ×6SCHEDULE 13G/A ×3424B5 ×110-Q ×1
AAOI recent filings
FiledFormWhat it isOriginal
Oct 27, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Oct 26, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 22, 2026Document · Index
Oct 26, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 22, 2026Document · Index
Oct 26, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 22, 2026Document · Index
Oct 26, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 22, 2026Document · Index
Oct 26, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 22, 2026Document · Index
Oct 14, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 12, 2026Document · Index
Oct 13, 2026144Notice of proposed sale of securitiesDocument · Index
Oct 7, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 5, 2026Document · Index
Oct 5, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 17, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 15, 2026Document · Index
Sep 15, 20268-KMaterial agreement; New financial obligation· period Sep 10, 2026Document · Index
Sep 10, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 10, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 8, 2026Document · Index
Sep 10, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 10, 2026Document · Index
Sep 10, 20268-KMaterial agreement· period Sep 4, 2026Document · Index
Sep 9, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 1, 20268-KMaterial agreement; New financial obligation· period Aug 31, 2026Document · Index
Aug 24, 20268-KMaterial agreement; Director or officer change· period Aug 18, 2026Document · Index
Aug 21, 20268-KMaterial agreement· period Aug 21, 2026Document · Index
Aug 21, 2026424B5424B5Document · Index
Aug 20, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 18, 2026Document · Index
Aug 18, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 12, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 10, 2026Document · Index
Aug 10, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 10, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Aug 6, 20268-KResults of operations· period Aug 6, 2026Document · Index
Aug 6, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Aug 4, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 4, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 31, 2026Document · Index
Aug 4, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 4, 2026Document · Index
Jul 27, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Jul 23, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 22, 2026Document · Index
Jul 23, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 22, 2026Document · Index
Jul 23, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 22, 2026Document · Index
Jul 23, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 22, 2026Document · Index
Jul 23, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 21, 2026Document · Index
Jul 21, 2026144Notice of proposed sale of securitiesDocument · Index
Jul 14, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 10, 2026Document · Index
Jul 9, 2026144Notice of proposed sale of securitiesDocument · Index

Insider filing activity

79 Form 4 filings appear in APPLIED OPTOELECTRONICS, INC.’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.

Other companies in Semiconductors & Related Devices

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Source

  • U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001158114 and XBRL company facts. APPLIED OPTOELECTRONICS, INC. on EDGAR.
  • Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.

Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.