Applied Optoelectronics (AAOI) EBITDA Margin (2013 - 2026)
Applied Optoelectronics (AAOI) reported EBITDA Margin of 8.6% for Q1 2026, up 35.0% year-over-year from 6.37% in Q1 2025, and down 134.66% quarter-over-quarter from 24.79% in Q4 2025.
Applied Optoelectronics (AAOI) EBITDA Margin (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has 14 years of EBITDA Margin data on file, last reported at 8.6% in Q1 2026.
- EBITDA Margin for Q1 2026 came in at 8.6%, up 35.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 2.73% (up 586.0% YoY), and the FY2025 annual result was 2.15%, up 1357.0% from the prior year.
- EBITDA Margin slipped to 8.6% in Q1 2026 per AAOI's latest filing, from 24.79% in the prior quarter.
- Over five years, EBITDA Margin peaked at 43.34% in Q4 2022 and troughed at 60.65% in Q2 2024.
- A 5-year average of 12.03% and a median of 15.52% in 2025 frame the typical range for EBITDA Margin.
- The sharpest annual moves came in 2024 and 2025: EBITDA Margin tumbled 2650 bps in 2024, then surged 4513 bps in 2025.
- A 5-year view of EBITDA Margin shows it stood at 43.34% in 2022, then declined by 4 bps to 41.44% in 2023, then plunged by 39 bps to 25.15% in 2024, then retreated by 1 bps to 24.79% in 2025, then plunged by 135 bps to 8.6% in 2026.
- Business Quant data shows AAOI's EBITDA Margin at 8.6% in Q1 2026, 24.79% in Q4 2025, and 15.33% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 480.96 Bn | 464.32 Bn | 10.08 Bn | 25.00% |
| 2 | Ciena | 69.17 Bn | 67.87 Bn | 625.52 Mn | 13.27% |
| 3 | Motorola Solutions | 68.03 Bn | 67.17 Bn | 1.36 Bn | 19.34% |
| 4 | Hewlett Packard Enterprise | 65.63 Bn | 60.79 Bn | 8.25 Bn | 5.05% |
| 5 | Lumentum Holdings | 61.32 Bn | 58.15 Bn | 357.00 Mn | 25.64% |
| 6 | Ubiquiti | 34.34 Bn | 33.97 Bn | 370.71 Mn | 36.90% |
| 7 | AST SpaceMobile | 27.21 Bn | 27.79 Bn | -69.36 Mn | -1,584.72% |
| 8 | Applied Optoelectronics | 13.45 Bn | 13.01 Bn | 43.92 Mn | -8.60% |
| 9 | Zebra Technologies | 11.38 Bn | 11.26 Bn | 742.00 Mn | 14.38% |
| 10 | Viavi Solutions | 10.76 Bn | 10.75 Bn | 234.10 Mn | 8.63% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -8.60% |
| Dec 31, 2025 | 24.79% |
| Sep 30, 2025 | -15.33% |
| Jun 30, 2025 | -15.52% |
| Mar 31, 2025 | -8.95% |
| Dec 31, 2024 | 25.15% |
| Sep 30, 2024 | -25.40% |
| Jun 30, 2024 | -60.65% |
| Mar 31, 2024 | -53.22% |
| Dec 31, 2023 | 41.44% |
| Sep 30, 2023 | -10.69% |
| Jun 30, 2023 | -38.36% |
| Mar 31, 2023 | -26.72% |
| Dec 31, 2022 | 43.34% |
| Sep 30, 2022 | -23.81% |
| Jun 30, 2022 | -24.66% |
| Mar 31, 2022 | -27.26% |
| Dec 31, 2021 | 58.39% |
| Sep 30, 2021 | -29.01% |
| Jun 30, 2021 | -25.19% |