<p>The Q4 earnings report for <strong>Applied Optoelectronics</strong> (NASDAQ:AAOI) was released on Thursday, February 26, 2026 at 04:10 PM.</p>
<p>Here's what investors need to know about the latest announcement.</p>
<h3>Earnings</h3>
<p>Applied Optoelectronics beat estimated earnings by 92.31%, reporting an EPS of $-0.01 versus an estimate of $-0.13.</p>
<p>Revenue was up $34.00 million from the same period last year.</p>
<h3>Previous Earnings Records</h3>
<p>In the previous quarter, the company beat on EPS by $0.02, resulting in a 1.82% drop change in the share price the following day.</p>
<p>Here's a look at Applied Optoelectronics's past performance:</p>
<p></p><table>
<thead>
<tr>
<th><strong>Quarter</strong></th>
<th><strong>Q3 2025</strong></th>
<th><strong>Q2 2025</strong></th>
<th><strong>Q1 2025</strong></th>
<th><strong>Q4 2024</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>EPS Estimate</strong></td>
<td>-0.11</td>
<td>-0.09</td>
<td>-0.04</td>
<td>-0.02</td>
</tr>
<tr>
<td><strong>EPS Actual</strong></td>
<td>-0.09</td>
<td>-0.16</td>
<td>-0.02</td>
<td>-0.02</td>
</tr>
<tr>
<td><strong>Revenue Estimate</strong></td>
<td>119.83M</td>
<td>105.43M</td>
<td>99.37M</td>
<td>99.98M</td>
</tr>
<tr>
<td><strong>Revenue Actual</strong></td>
<td>118.63M</td>
<td>102.95M</td>
<td>99.86M</td>
<td>100.27M</td>
</tr>
</tbody>
</table><p></p>
<p>To track all earnings releases for Applied Optoelectronics visit their earnings calendar here. </p>
<p>This article was generated by Benzinga's automated content engine and reviewed by an editor.</p>

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AAOI

<p>Applied Optoelectronics (NASDAQ:AAOI) reported its Q4 earnings on February 26, 2026, beating estimates by 92.31% with an EPS of $-0.01 compared to an estimate of $-0.13. Revenue increased by $34 million year-over-year. In the previous quarter, the company also exceeded EPS estimates, but shares dropped by 1.82% the following day. Historical performance shows fluctuations in EPS and revenue across recent quarters.</p>

Earnings Breakdown: Applied Optoelectronics Q4