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Applied Optoelectronics vs T1 Energy: AAOI and TE compared
Applied Optoelectronics is the larger company: $270M of revenue in its latest quarter (Q3 2026) against $250M for T1 Energy (Q2 2026). Applied Optoelectronics is growing faster (+128% against +88% a year earlier). Applied Optoelectronics is more profitable, with an operating margin of -0.5% against -9.1%.
Where the money goes: AAOI and TE
Applied Optoelectronics (AAOI) · Q3 2026
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.
T1 Energy (TE) · Q2 2026
T1 Energy, Q2 2026: revenue $250M (+88% year over year), operating margin -9.1%, net loss $43.5M, operating cash flow −$30.1M. The chart follows the revenue to costs, profit and cash.
| Applied Optoelectronics (AAOI) | T1 Energy (TE) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 2026 |
| Revenue | $270M | $250M |
| Revenue growth, Y/Y | +128% | +88% |
| Operating margin | -0.5% | -9.1% |
| Net earnings | $6.3M | −$43.5M |
| Net margin | 2.3% | -17.4% |
| Operating cash flow | −$2.9M | −$30.1M |
Where the revenue comes from
Applied Optoelectronics
- Data Center: $156M (58%)
- CATV: $111M (41%)
- Telecom: $2.7M (1%)
Questions
Which is bigger, Applied Optoelectronics or T1 Energy?
Applied Optoelectronics is the larger company: $270M of revenue in its latest quarter (Q3 2026) against $250M for T1 Energy (Q2 2026).
Is Applied Optoelectronics or T1 Energy growing faster?
Applied Optoelectronics is growing faster (+128% against +88% a year earlier).
Which is more profitable, Applied Optoelectronics or T1 Energy?
Applied Optoelectronics is more profitable, with an operating margin of -0.5% against -9.1%.
More: Applied Optoelectronics earnings · how Applied Optoelectronics makes money · T1 Energy earnings · how T1 Energy makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Aug 12, 2026). Fiscal quarters can end on different dates. Not investment advice.