AAOI APPLIED OPTOELECTRONICS, INC.
FY2025 10-K
APPLIED OPTOELECTRONICS, INC. (AAOI) filed its fiscal year 2025 10-K annual report with the SEC on Feb 26, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business: Vertically integrated manufacturer of fiber-optic networking products for internet data center, CATV, telecom, and FTTH markets
- • New direct-to-MSO product line in CATV under Quantum Bandwidth™ launched 2023 to address network upgrade needs
Management Discussion & Analysis
- • Revenue $455.7M in 2025, up 82.8% YoY from $249.4M in 2024, driven by CATV ($245.1M) and data center ($195.7M) growth
- • Gross margin 30.1% in 2025 vs 24.8% in 2024 and 27.1% in 2023
Risk Factors
- • U.S. Supreme Court invalidated IEEPA tariffs Feb 2026; Section 232/301 tariffs remain, causing ongoing cost, supply chain, and margin uncertainties
- • High exposure to China with 4,116 manufacturing/R&D employees there; Lunar New Year closures disrupt Feb production
Financial SummaryXBRL
Revenue
$456M
Net Income
-$38M
Gross Margin
30.0%
Operating Margin
-12.0%
Net Margin
-8.4%
ROE
-5.2%
Total Assets
$1.2B
EPS (Diluted)
$-0.64
Operating Cash Flow
-$174M
Source: XBRL data from APPLIED OPTOELECTRONICS, INC. FY2025 10-K filing on SEC EDGAR. All figures in USD.
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