---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-25-007212"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2025-09-24T23:59:59+00:00"
generated_at: "2026-05-17T05:45:17.251095+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics enters 126-month lease for 209,665 sq ft manufacturing facility in Sugar Land, TX

## Summary
- Lease term of 126 months, commencing by March 31, 2026; base rent starts at $7.44/sq ft/yr (~$129,992/month) after 7-month abatement, escalating to $10.49/sq ft/yr (~$183,367/month).
- Landlord provides construction allowance up to $1,886,985 toward leasehold improvements.
- Tenant has right of first refusal on contiguous space, right of first offer to purchase, and two renewal options of 5 years each.
- Premises at 1111 Gillingham Lane, Sugar Land, TX; used for manufacturing and related operations.
- Security deposit may be in form of irrevocable standby letter of credit with automatic renewal provisions.

## SEC filing metadata
- accession: 0001683168-25-007212
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2025-09-24T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316825007212/0001683168-25-007212-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316825007212/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-25-007212
- JSON: https://secwatch.observer/filing/0001683168-25-007212.json
- Plain text: https://secwatch.observer/filing/0001683168-25-007212.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.