Applied Opt (AAOI) — the earnings record

As of the 2026-08-05 card — updated after each print. An investment research diary, not advice.

The record at a glance

5/10EPS beats

3/10revenue beats

6 · 1 · 3up · flat · down (+3d, ±3%)

2026-08-06next print

Reactions across the covered prints span -29.7% to +77.6% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$0.19B into the next print.

Print by print

Print	Date	EPS	Revenue
May 26	2026-05-07	✗ miss	✗ miss
Feb 26	2026-02-26	✓ beat	✓ beat
Nov 25	2025-11-06	✓ beat	✗ miss
Aug 25	2025-08-07	✗ miss	✗ miss
May 25	2025-05-08	✓ beat	✓ beat
Feb 25	2025-02-26	✗ miss	✓ beat
Nov 24	2024-11-07	✗ miss	✗ miss
Aug 24	2024-08-06	✓ beat	✗ miss
May 24	2024-05-09	✗ miss	✗ miss
Feb 24	2024-02-22	✓ beat	✗ miss

The per-print reaction chart, the load-bearing metric and the behavior read live on the full AAOI print-record card — free registration.

FAQ · from the current data · as of 2026-08-05

Quick answers

How often does Applied Opt beat earnings estimates?

Across the last 10 covered prints (as of the 2026-08-05 card), Applied Opt beat EPS estimates 5 of 10 times and revenue estimates 3 of 10 times, with 2 double beats.

How does AAOI stock react to earnings?

Measured close-of-print-day to the close three sessions later: 6 of the last 10 prints resolved up (beyond +3%), 1 flat, 3 down — reactions spanning -29.7% to +77.6%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was AAOI's biggest earnings reaction?

+77.6% over the three sessions after the Feb 26 print (2026-02-26).

When does Applied Opt report earnings next?

2026-08-06 (est EPS $0.02 · est revenue ~$0.19B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.