secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2026-09-01T20:26:28+00:00
Accession:  0001683168-26-006862
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 leases two Houston buildings, 1.09M sq ft, with $146.6M purchase option
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826006862/0001683168-26-006862-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826006862/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-26-006862

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