secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2026-02-27T23:59:59+00:00
Accession:  0001683168-26-001360
Event type: other_material
Sentiment:  neutral
Materiality: 0.60
Item codes: 1.01, 2.03, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826001360/0001683168-26-001360-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826001360/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-26-001360

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