---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-26-006862"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2026-09-01T20:26:28+00:00"
generated_at: "2026-09-01T20:27:07.890954+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics leases two Houston buildings, 1.09M sq ft, with $146.6M purchase option

## Summary
- Leases Building 4 (356,186 sq ft) and Building 5 (737,621 sq ft) in Houston, TX for 120 months.
- Monthly rent starts at $220,835 (B4) and $457,325 (B5), escalating annually to $307,582 and $636,968.
- Aggregate security deposits of $11.3M; $2.55M for solar-ready structural steel modifications.
- Option to purchase both buildings for $146,570,138, exercisable within 30 days after substantial completion.
- Substantial completion expected ~16 months; rent abatement if delayed past 18 months, termination right at 24 months.

## SEC filing metadata
- accession: 0001683168-26-006862
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2026-09-01T20:26:28+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/1158114/000168316826006862/0001683168-26-006862-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316826006862/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-26-006862
- JSON: https://secwatch.observer/filing/0001683168-26-006862.json
- Plain text: https://secwatch.observer/filing/0001683168-26-006862.txt

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