Applied Optoelectronics (AAOI) Net Margin (2013 - 2026)
Applied Optoelectronics' (AAOI) quarterly Net Margin came in at 11.88% in Q2 2026, down 304.0% year-over-year from 5.82% in Q2 2025, and down 25.69% quarter-over-quarter from 9.45% in Q1 2026.
Analysis
Applied Optoelectronics (AAOI) Net Margin (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Net Margin for 14 consecutive years, with 11.88% the latest figure, recorded in Q2 2026.
- On a quarterly basis, Net Margin fell 304.0% year-over-year to 11.88% in Q2 2026; TTM through Jun 2026 was 9.35%, a 2229.0% increase from a year earlier, with the FY2025 full-year figure at 8.1%, up 5087.0% from the prior year.
- Net Margin was 11.88% for Q2 2026 at Applied Optoelectronics, down from 9.45% in the prior quarter.
- Over five years, Net Margin peaked at 0.51% in Q4 2025 and troughed at 80.26% in Q4 2024.
- A 5-year average of 25.84% and a median of 21.19% in 2024 frame the typical range for Net Margin.
- Across the five-year window, Net Margin slumped 7682 bps in 2024 and surged 7974 bps in 2025, its largest moves.
- Over 5 years, Net Margin stood at 10.24% in 2022, then surged by 66 bps to 3.44% in 2023, then slumped by 2231 bps to 80.26% in 2024, then jumped by 99 bps to 0.51% in 2025, then plunged by 2211 bps to 11.88% in 2026.
- The last three Net Margin figures came in at 11.88% (Q2 2026), 9.45% (Q1 2026), and 0.51% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 430.90 Bn | 415.39 Bn | 11.06 Bn | 22.37% |
| 2 | Ciena | 45.56 Bn | 42.93 Bn | 759.27 Mn | 15.94% |
| 3 | Ubiquiti | 35.05 Bn | 34.43 Bn | 429.25 Mn | 30.40% |
| 4 | Ericsson Lm Telephone | 34.05 Bn | 14.63 Bn | 2.58 Bn | 7.68% |
| 5 | Applied Optoelectronics | 8.91 Bn | 8.41 Bn | 53.21 Mn | -11.88% |
| 6 | Amdocs | 6.75 Bn | 6.58 Bn | 467.16 Mn | 5.38% |
| 7 | Extreme Networks | 2.85 Bn | 2.64 Bn | 210.49 Mn | 13.99% |
| 8 | Digi International | 2.63 Bn | 2.60 Bn | 89.93 Mn | 11.35% |
| 9 | Nextnav | 2.54 Bn | 2.54 Bn | -905,000.00 | -2,935.65% |
| 10 | Calix | 2.26 Bn | 2.07 Bn | 160.12 Mn | 5.83% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -11.88% |
| Mar 31, 2026 | -9.45% |
| Dec 31, 2025 | -0.51% |
| Sep 30, 2025 | -15.12% |
| Jun 30, 2025 | -8.84% |
| Mar 31, 2025 | -9.18% |
| Dec 31, 2024 | -80.26% |
| Sep 30, 2024 | -27.26% |
| Jun 30, 2024 | -60.35% |
| Mar 31, 2024 | -56.97% |
| Dec 31, 2023 | -3.44% |
| Sep 30, 2023 | -14.31% |
| Jun 30, 2023 | -40.72% |
| Mar 31, 2023 | -30.72% |
| Dec 31, 2022 | -10.24% |
| Sep 30, 2022 | -27.56% |
| Jun 30, 2022 | -27.64% |
| Mar 31, 2022 | -30.75% |
| Dec 31, 2021 | -5.82% |
| Sep 30, 2021 | -29.66% |