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 469.93 Bn 453.29 Bn 10.08 Bn 21.29%
2 Motorola Solutions 65.69 Bn 64.83 Bn 1.36 Bn 13.56%
3 Hewlett Packard Enterprise 63.18 Bn 58.34 Bn 8.25 Bn 4.55%
4 Ciena 60.70 Bn 59.40 Bn 625.52 Mn 10.53%
5 Lumentum Holdings 60.35 Bn 57.18 Bn 357.00 Mn 17.63%
6 Ubiquiti 35.71 Bn 35.34 Bn 370.71 Mn 29.68%
7 AST SpaceMobile 23.10 Bn 23.68 Bn -69.36 Mn -1,693.80%
8 Applied Optoelectronics 12.30 Bn 11.86 Bn 43.92 Mn -9.45%
9 Zebra Technologies 11.58 Bn 11.47 Bn 742.00 Mn 9.03%
10 Viavi Solutions 10.70 Bn 10.69 Bn 234.10 Mn 1.57%

Historic Data

Download Data
DateValue
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%