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
DateValue
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%