Applied Optoelectronics (AAOI) Net Margin (2013 - 2026)
Applied Optoelectronics (AAOI) reported 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 14 years of Net Margin data on file, last reported at 9.45% in Q1 2026.
- Net Margin for Q1 2026 came in at 9.45%, down 26.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 10.22% (up 4576.0% YoY), and the FY2025 annual result was 10.25%, up 6463.0% from the prior year.
- Net Margin declined to 9.45% in Q1 2026 per AAOI's latest filing, from 7.82% in the prior quarter.
- Over five years, Net Margin peaked at 7.82% in Q4 2025 and troughed at 119.37% in Q4 2024.
- A 5-year average of 31.87% and a median of 27.56% in 2022 frame the typical range for Net Margin.
- The sharpest annual moves came in 2024 and 2025: Net Margin tumbled 9644 bps in 2024, then soared 11155 bps in 2025.
- A 5-year view of Net Margin shows it stood at 32.88% in 2022, then surged by 30 bps to 22.92% in 2023, then tumbled by 421 bps to 119.37% in 2024, then jumped by 93 bps to 7.82% in 2025, then decreased 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 | 480.96 Bn | 464.32 Bn | 10.08 Bn | 21.29% |
| 2 | Ciena | 69.17 Bn | 67.87 Bn | 625.52 Mn | 10.53% |
| 3 | Motorola Solutions | 68.03 Bn | 67.17 Bn | 1.36 Bn | 13.56% |
| 4 | Hewlett Packard Enterprise | 65.63 Bn | 60.79 Bn | 8.25 Bn | 4.55% |
| 5 | Lumentum Holdings | 61.32 Bn | 58.15 Bn | 357.00 Mn | 17.63% |
| 6 | Ubiquiti | 34.34 Bn | 33.97 Bn | 370.71 Mn | 29.68% |
| 7 | AST SpaceMobile | 27.21 Bn | 27.79 Bn | -69.36 Mn | -1,693.80% |
| 8 | Applied Optoelectronics | 13.45 Bn | 13.01 Bn | 43.92 Mn | -9.45% |
| 9 | Zebra Technologies | 11.38 Bn | 11.26 Bn | 742.00 Mn | 9.03% |
| 10 | Viavi Solutions | 10.76 Bn | 10.75 Bn | 234.10 Mn | 1.57% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Jun 30, 2021 | -15.14% |