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Applied Optoelectronics Q3 2026 · Story

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AAOIQ3 20261/4

Estimate vs Actual

Earnings per Share

$0.17

+ 21.4% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

AAOIQ3 20262/4

Guidance

Revenue

Company Guidance
385 – 420 M
Market Estimate
427.3 M

5.8% Below Estimate ▼

Adjusted Gross Margin

Company Guidance
29.5% – 31.0%

1.6 Pt Expansion ▲

Adjusted EPS

Company Guidance
0.48 – 0.63 $

In Line ✓

AAOIQ3 20263/4

In 30 Seconds

Revenue rose 127.5% year over year to $269.9M, and the company swung to GAAP net income of $6.3M.

  • The $402.5M midpoint of fourth-quarter revenue guidance was 5.8% below expectations, while gross margin stalled at 28.7%.
  • After closing the session down 20.9%, the stock fell about 8% more after hours on the weak revenue guidance.

First point of the analysis's “In 30 Seconds”.

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