Applied Optoelectronics Q3 2026 swings to $6.3 million net profit year-on-year
AAOI•Applied Optoelectronics reported third-quarter 2026 GAAP net profit of $6.3 million, versus a year-earlier loss, as revenue more than doubled to $269.88 million. It forecast fourth-quarter revenue of $385 million to $420 million.
1. Quarterly results and outlook
Applied Optoelectronics returned to GAAP net profit of $6.3 million in the third quarter of 2026, compared with a loss a year earlier, while revenue more than doubled year over year to $269.88 million. The company forecast fourth-quarter revenue of $385 million to $420 million. Management said a multi-year strategic agreement with a Tier 1 hyperscale datacenter customer provides improved long-term visibility, while its planned 2027 U.S. manufacturing expansion faces delays due to electrical power availability and other construction issues.
