Filing Flows › Applied Optoelectronics (AAOI) › Guidance history
Applied Optoelectronics (AAOI) guidance history: what it guided and what it reported
Applied Optoelectronics gave guidance in 12 earnings releases on file since Feb 23, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +0.3% against the guided midpoint.
Revenue
Met or beat 2 of 2 periods (0 above, 2 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $385M–$420M (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $255M–$290M (Aug 6, 2026) | $270M | within the range | -1.0% |
| Q2 2026 | $180M–$198M (May 7, 2026) | $192M | within the range | +1.6% |
| Q1 2026 | $150M–$165M (Feb 26, 2026) | — | — | — |
Adjusted gross margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | 29.5%–31.0% (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | 29.0%–30.5% (Aug 6, 2026) | — | — | — |
| Q2 2026 | 29.0%–30.0% (May 7, 2026) | — | — | — |
| Q1 2026 | 29.0%–31.0% (Feb 26, 2026) | — | — | — |
| Q4 2025 | 29.0%–31.0% (Nov 6, 2025) | — | — | — |
| Q3 2025 | 29.5%–31.0% (Aug 7, 2025) | — | — | — |
| Q2 2025 | 29.5%–31.0% (May 8, 2025) | — | — | — |
| Q1 2025 | 29.0%–30.5% (Feb 26, 2025) | — | — | — |
| Q4 2024 | 27.5%–29.5% (Nov 7, 2024) | — | — | — |
| Q3 2024 | 24.0%–26.0% (Aug 6, 2024) | — | — | — |
Adjusted net income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $45.9M–$60.4M (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $10.1M–$24.0M (Aug 6, 2026) | — | — | — |
| Q2 2026 | $2.5M (May 7, 2026) | — | — | — |
| Q1 2026 | $7.0M (Feb 26, 2026) | — | — | — |
| Q4 2025 | $9.0M (Nov 6, 2025) | — | — | — |
| Q3 2025 | $5.9M (Aug 7, 2025) | — | — | — |
| Q2 2025 | $4.8M (May 8, 2025) | — | — | — |
| Q1 2025 | $300K–$3.6M (Feb 26, 2025) | — | — | — |
| Q4 2024 | $1.9M (Nov 7, 2024) | — | — | — |
| Q3 2024 | $5.9M–$8.6M (Aug 6, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $0.48–$0.63 (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $0.11–$0.26 (Aug 6, 2026) | — | — | — |
| Q2 2026 | $0.03 (May 7, 2026) | — | — | — |
| Q1 2026 | $0.09 (Feb 26, 2026) | — | — | — |
| Q4 2025 | $0.13 (Nov 6, 2025) | — | — | — |
| Q3 2025 | $0.10 (Aug 7, 2025) | — | — | — |
| Q2 2025 | $0.09 (May 8, 2025) | — | — | — |
| Q1 2025 | $0.00–$0.07 (Feb 26, 2025) | — | — | — |
| Q4 2024 | $0.04 (Nov 7, 2024) | — | — | — |
| Q3 2024 | $0.14–$0.20 (Aug 6, 2024) | — | — | — |
The latest quarter
Applied Optoelectronics, Q3 2026: revenue $270M (+128% year over year), operating margin -0.5%, net earnings $6.3M, operating cash flow −$2.9M. The chart follows the revenue to costs, profit and cash.
Questions
Does Applied Optoelectronics beat its guidance?
Applied Optoelectronics gave guidance in 12 earnings releases on file since Feb 23, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +0.3% against the guided midpoint.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.