---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-26-006055"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2026-08-06T20:13:01+00:00"
generated_at: "2026-08-06T20:18:01.247006+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics Q2 revenue record $191.9M; returns to non-GAAP profitability

## Summary
- Revenue $191.9M (record), up 86% YoY from $103.0M; GAAP net loss $22.8M ($0.28/share) vs loss $9.1M a year ago.
- Non-GAAP net income $5.5M ($0.06 diluted) vs non-GAAP loss $8.8M in Q2 2025; first quarter of non-GAAP profitability.
- GAAP gross margin 27.7% (down from 30.3% YoY); non-GAAP gross margin 29.8% (down from 30.4%).
- 800G product volumes more than doubled sequentially; manufacturing capacity approaching 200,000 units/month, targeting 650,000/month by year-end.
- Demand expected to outpace production capacity through mid-2027; steady sequential revenue growth anticipated.

## SEC filing metadata
- accession: 0001683168-26-006055
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2026-08-06T20:13:01+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/0001683168-26-006055-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-26-006055
- JSON: https://secwatch.observer/filing/0001683168-26-006055.json
- Plain text: https://secwatch.observer/filing/0001683168-26-006055.txt

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