Applied Optoelectronics (AAOI) Net Margin (2013 - 2026)
Applied Optoelectronics (AAOI) posted quarterly Net Margin of 9.45% for Q1 2026, down 26.0% year-over-year from 12.77% in Q1 2025, and down 20.83% quarter-over-quarter from 7.82% in Q4 2025.
Applied Optoelectronics (AAOI) Net Margin (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Net Margin for 14 consecutive years, with 9.45% the latest figure, recorded in Q1 2026.
- In Q1 2026, Net Margin fell 26.0% year-over-year to 9.45%; the TTM figure through Mar 2026 stood at 10.22% (up 4576.0% YoY), while the FY2025 annual figure was 10.25%, up 6445.0% from the prior year.
- Net Margin slipped to 9.45% in Q1 2026 per AAOI's latest filing, from 7.82% in the prior quarter.
- Across five years, Net Margin topped out at 7.82% in Q4 2025 and bottomed at 119.37% in Q4 2024.
- Historically, Net Margin has averaged 31.87% across 5 years, with a median of 27.56% in 2022.
- Annual changes were most pronounced in 2024 — Net Margin tumbled 9644 bps — and 2025, when it soared 11155 bps.
- Applied Optoelectronics' Net Margin stood at 32.88% in 2022, then soared by 30 bps to 22.92% in 2023, then plunged by 421 bps to 119.37% in 2024, then surged by 93 bps to 7.82% in 2025, then slipped by 21 bps to 9.45% in 2026.
- Business Quant data shows AAOI's Net Margin at 9.45% in Q1 2026, 7.82% in Q4 2025, and 15.12% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 440.02 Bn | 423.38 Bn | 10.08 Bn | 21.29% |
| 2 | Hewlett Packard Enterprise | 77.69 Bn | 72.40 Bn | 3.94 Bn | 5.57% |
| 3 | Motorola Solutions | 77.25 Bn | 76.56 Bn | 1.68 Bn | 17.81% |
| 4 | Lumentum Holdings | 66.40 Bn | 63.23 Bn | 357.00 Mn | 17.63% |
| 5 | Nokia | 61.84 Bn | 54.37 Bn | 10.09 Bn | 14,733.33% |
| 6 | Ciena | 60.71 Bn | 59.51 Bn | 691.55 Mn | 13.89% |
| 7 | Ubiquiti | 34.65 Bn | 34.28 Bn | 370.71 Mn | 29.68% |
| 8 | Ericsson Lm Telephone | 34.62 Bn | 28.92 Bn | 2.58 Bn | 7.68% |
| 9 | AST SpaceMobile | 27.62 Bn | 28.12 Bn | 9.12 Mn | -951.52% |
| 10 | Applied Optoelectronics | 12.68 Bn | 12.18 Bn | 53.21 Mn | -11.88% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -11.88% |
| Mar 31, 2026 | -9.45% |
| Dec 31, 2025 | -7.82% |
| Sep 30, 2025 | -15.12% |
| Jun 30, 2025 | -8.84% |
| Mar 31, 2025 | -9.18% |
| Dec 31, 2024 | -119.37% |
| Sep 30, 2024 | -27.26% |
| Jun 30, 2024 | -60.35% |
| Mar 31, 2024 | -56.97% |
| Dec 31, 2023 | -22.92% |
| Sep 30, 2023 | -14.31% |
| Jun 30, 2023 | -40.72% |
| Mar 31, 2023 | -30.72% |
| Dec 31, 2022 | -32.88% |
| Sep 30, 2022 | -27.56% |
| Jun 30, 2022 | -27.64% |
| Mar 31, 2022 | -30.75% |
| Dec 31, 2021 | -26.72% |
| Sep 30, 2021 | -29.66% |