---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-26-001360"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2026-02-27T23:59:59+00:00"
generated_at: "2026-05-15T22:58:55.198270+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics signs 130-month lease for 153,928 sq ft Houston facility

## Summary
- Lease for Building #3 at Blue Ridge Commerce Center, Houston, TX; permitted use includes office, warehouse, and light manufacturing.
- Base rent abated months 1-5; then $5.16/RSF annualized (months 6-10), escalating to $14.56/RSF (months 121-130).
- Tenant improvement allowance of $3,078,560; security deposit $2M with reductions to $1.16M after 100 months.
- One-time early termination option after 82 months; purchase option for building at ~$30.26M by Dec 15, 2026.
- Lease creates a direct financial obligation under Item 2.03 with total rent commitment over ~10.8 years.

## SEC filing metadata
- accession: 0001683168-26-001360
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2026-02-27T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316826001360/0001683168-26-001360-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316826001360/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-26-001360
- JSON: https://secwatch.observer/filing/0001683168-26-001360.json
- Plain text: https://secwatch.observer/filing/0001683168-26-001360.txt

## Source-grounded claims
- claim_id: 92fbce0ac8341f9d0ba3ddff0eff05daf1c2e844
  claim: APPLIED OPTOELECTRONICS, INC. incurred lease obligation of Lease obligation for 153,928 rentable square feet with base rent abated first 5 months, then $5.16/sqft annualized for m with Blue Ridge Commerce Center West LLC at Not specified maturing 130 months from February 10, 2026.
  evidence_excerpt: (the “Company”) entered into a Lease Agreement (the “Lease”) with Blue Ridge Commerce Center West LLC (the “Landlord”), effective as of February 10, 2026, pursuant to which the Company will lease approximately 153,928 rentable square
  evidence_url: https://www.sec.gov/Archives/edgar/data/1158114/000168316826001360/0001683168-26-001360-index.htm
- claim_id: 0932d705d84e5cc196b4ba6f8642b352be52301d
  claim: APPLIED OPTOELECTRONICS, INC. entered into Lease Agreement with Blue Ridge Commerce Center West LLC valued at $3,078,560.00 (effective 2026-02-10).
  evidence_excerpt: On February 23, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Lease Agreement (the “Lease”) with Blue Ridge Commerce Center West LLC (the “Landlord”), effective as of February 10, 2026, pursuant to which the Company will lease approximately 153,928 rentable square feet of space (the “Premises”) in Building #3, located at 16851 Blue Ridge Commerce Dr., Houston, Texas 77489 (the “Building”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1158114/000168316826001360/0001683168-26-001360-index.htm

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