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Applied Optoelectronics Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Applied Optoelectronics Inc (AAOI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors Tracked
26
Publicly traded peers
Peer Group Market Share
0.67 %
vs 0.44 % a year ago
Revenue Growth Y/Y
87.86 %
Peers: 23.77 %
Net Margin
-11.87 %
Peers: -33.69 %

Key Findings: Applied Optoelectronics Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 596M vs 102,029M combined for tracked competitors (0.6% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+28.8% annualized vs trailing 12 months), vs accelerating (+12.0%) for its tracked peer group.
  • Growth: Applied Optoelectronics Inc generated 87.9% revenue growth year over year in Q2 2026, vs 23.8% for its tracked competitors combined.
  • Profitability: Its -11.9% net margin compares with -33.7% for the peer group.
  • Scale: Applied Optoelectronics Inc ranks #41 of 117 companies by market capitalization in the Semiconductors industry, holding 0.1% of industry market cap.
  • Peer revenue share: Applied Optoelectronics Inc accounted for 0.7% of combined revenue among its tracked peer group, up from 0.4% a year earlier.
  • Peer differentiation: Revenue per employee of $0.13M compares with $0.37M for the peer group (0.3x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

AAOI Sales vs. its Competitors, Q2 2026

Applied Optoelectronics Inc reported revenue growth of 87.86 % year on year in Q2 2026, above its competitors' combined revenue growth of 23.77 %.

With a net margin of -11.87 %, Applied Optoelectronics Inc achieved higher profitability than its competitors (-33.69 %).

Applied Optoelectronics Inc generated 0.67 % of the combined sales of its peer group, up from 0.44 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/AAOI/competitors
https://api.csimarket.com/api/v1/companies/AAOI/relationships
https://api.csimarket.com/api/v1/companies/AAOI/similar
Programmatic access for models, analytics, and integration workflows.

Applied Optoelectronics Inc vs. its Competitors, Q2 2026

Revenue growth, year on year

Applied Optoelectronics Inc +87.9 %
Competitors combined +23.8 %

Net margin

Applied Optoelectronics Inc -11.9 %
Competitors combined -33.7 %

Revenue run-rate vs trailing 12 months

Applied Optoelectronics Inc +28.8 %
Competitors combined +12.0 %

TTM net margin

Applied Optoelectronics Inc -9.6 %
Competitors combined -6.4 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Applied Optoelectronics Inc and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Applied Optoelectronics Inc $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (2) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (8) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (8) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Applied Optoelectronics Inc's competitor groups requires a Commercial License.

For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 87.9% for Applied Optoelectronics Inc. Applied Optoelectronics Inc's share of combined industry revenue moved from 0.02% to 0.03%, a gain of 0.01 percentage points.

Applied Optoelectronics Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Applied Optoelectronics Inc No Yes Yes No
Competitors combined (26) 56% 75% 58% 12%
High-Confidence Competitors (5) 40% 60% 40% 20%
Similar-Size Competitors (10) 70% 90% 70% 0%
Similar Growth & Profitability (8) 50.00 % (4 of 8) 100.00 % (8 of 8) 100.00 % (8 of 8) 0.00 % (0 of 6)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q2 2026

0.7%market share
  • Applied Optoelectronics Inc0.7%
  • Competitors combined99.3%

Share of combined quarterly revenue of Applied Optoelectronics Inc and its 26 tracked competitors.

See Applied Optoelectronics Inc's full market share breakdown »

AAOI Stock Performance relative to its Competitors

AAOI Competitors (weighted) Percent change over the selected range

Applied Optoelectronics Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
52%beat U.S.A. 500
Competitors Combined
(13 of 25)
100%beat U.S.A. 500
High-Confidence
(4 of 4)
90%beat U.S.A. 500
Similar-Size
(9 of 10)
71.4%beat U.S.A. 500
Similar Growth & Profitability
(5 of 7)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Applied Optoelectronics Inc 277.10 % Outperformed
Competitors combined (25) 40.4% 63.2%
High-Confidence Competitors (4) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (7) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Applied Optoelectronics Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

AAOI Stock Performance relative to High-Confidence Competitors

AAOI High-Confidence Competitors (equal-weighted, 6) Percent change over the selected range

AAOI Stock Performance relative to Similar-Size Competitors

AAOI Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

AAOI Stock Performance relative to Similar Growth & Profitability Competitors

AAOI Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Emcore Corporation 282.9% Outperformed
2 Lumentum Holdings Inc 282.9% Outperformed
3 Maxlinear Inc 282.9% Outperformed
4 Intel Corporation 282.9% Outperformed
5 Ieh Corp 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Applied Optoelectronics Inc's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Applied Optoelectronics Inc's Comment on Competition and Industry Peers

The optical networking market is intensely competitive. Because of the broad nature of our product offerings, we do not believe that we face a single major competitor across all of our markets. We do, however, experience intense competition in each product area from a number of manufacturers and we anticipate that competition will increase. Our major competitors in one or more of our markets include EMCORE Corporation, Finisar Corporation, InnoLight Technology (Suzhou) Ltd., Foxconn Interconnect Technology Ltd., Lumentum Holding, Inc., Mitsubishi, Molex, LLC, Oclaro, Inc., Source Photonics, Inc. and Sumitomo Electric Industries, Ltd.

Many of our competitors are larger than we are and have significantly greater financial, marketing and other resources.

In addition, several of our competitors have large market capitalizations or cash reserves and are much better positioned to acquire other companies to gain new technologies or products that may displace our products. Network equipment providers, who are our customers, and network service providers, who are supplied by our customers, may decide to manufacture the optical subsystems incorporated into their network systems in-house. We also encounter potential customers that, because of existing relationships, are committed to the products offered by these competitors.

We believe the principal competitive factors in our target markets include the following:

use of internally manufactured components;

product breadth and functionality;

timing and pace of new product development;

breadth of customer base;

technological expertise;

reliability of products;


product pricing; and

manufacturing efficiency.

We believe that we compete favorably with respect to the above factors based on our MBE and MOCVD processes, our vertically integrated model, the performance and reliability of our product offerings, and our technical expertise in light engine design and manufacture.

Publicly Traded Peers of Applied Optoelectronics Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Applied Optoelectronics Inc 8,118.87 596.05 -57.02 4,691
Intel Corporation 590,124.48 57,032.00 -11,377.00 85,100
Lumentum Holdings Inc 71,780.87 2,953.90 807.00 13,757
Te Connectivity plc 62,890.99 19,322.00 3,016.00 87,000
Fabrinet 15,193.76 4,641.10 473.03 21,521
Maxlinear Inc 8,915.70 568.19 -103.76 1,115
SUBTOTAL 791,058.97 103,418.50 -8,211.57 281,734
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Sources: Applied Optoelectronics Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Applied Optoelectronics Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Applied Optoelectronics Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Intel Corporation Named by the company 85% 2022 to 2026 3
Finisar Corporation Named by the company 85% 2022 to 2026 3
Lumentum Holdings, Inc. Named by the company 85% 2022 to 2026 3
EMCORE Corporation Named by the company 85% 2022 to 2026 3
Sumitomo Electric Industries, Ltd. Named by the company 85% 2022 to 2026 3
II-VI Incorporated Named by the company 85% 2022 to 2026 3
Molex, LLC Named by the company 85% 2022 to 2026 3
InnoLight Technology (Suzhou) Ltd. Named by the company 85% 2022 to 2026 3
Source Photonics, Inc. Named by the company 85% 2022 to 2026 3
Foxconn Interconnect Technology Ltd. Named by the company 85% 2022 to 2026 3
Mitsubishi Named by the company 85% 2022 to 2026 3
Ability Inc Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Applied Optoelectronics Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

Applied Optoelectronics Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Intel Corporation Client Computing Group 56.91 % Intel Foundry 39.93 % Datacenter and AI 37.21 %
Lumentum Holdings Inc Systems 66.54 % Components 33.46 % -
Te Connectivity plc Transportation Solutions 51.05 % Industrial Solutions 48.95 % -
Fabrinet Reportable 100.00 % - -
Maxlinear Inc Reportable 100.00 % - -

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Applied Optoelectronics Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Applied Optoelectronics Inc 8,119 127,061 -12,155
Intel Corporation 590,124 670,176 -133,690
Lumentum Holdings Inc 71,781 214,720 58,661
Te Connectivity plc 62,891 222,092 34,667
Fabrinet 15,194 215,654 21,980
Maxlinear Inc 8,916 509,587 -93,057
PEERS TOTAL 782,940 371,143 -29,434
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Applied Optoelectronics Inc's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Applied Optoelectronics Inc TW 53.63 % CN 45.94 % US 0.58 %
Lumentum Holdings Inc United States 20.83 % Thailand 20.79 % Hong Kong 17.23 %
Te Connectivity plc Asia Pacific 36.91 % EMEA 33.96 % Americas 29.13 %
Fabrinet Asia Pacific 73.85 % North America 22.72 % Europe 3.43 %
Belden Inc Americas 67.88 % EMEA 20.53 % Asia Pacific 11.59 %
Ipg Photonics Corp China 34.36 % North America 25.92 % Other European Geographical Areas 11.36 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Applied Optoelectronics Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 109 companies in Applied Optoelectronics Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Applied Optoelectronics Inc ranks #41 of 109 companies by market capitalization in its industry, holding 0.06 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,373, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Nvidia Corp 5,557,865 44.31 %
2 Broadcom Inc 1,783,853 14.22 %
3 Micron Technology Inc 1,206,807 9.62 %
4 Advanced Micro Devices Inc 1,008,456 8.04 %
5 Intel Corporation 1,234 5.2%
6 Applied Materials Inc 1,234 5.2%
7 Arm Holdings Plc 1,234 5.2%
8 Texas Instruments Incorporated 1,234 5.2%
9 Marvell Technology Inc 1,234 5.2%
10 Analog Devices Inc 1,234 5.2%
41 Applied Optoelectronics Inc 7,897 0.06 %
Full Industry Market Structure

Market cap and industry share for the rest of Applied Optoelectronics Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.

Applied Optoelectronics Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
36 Qorvo Inc 10,880 24.66 % 32.90 % 1.64 0.53
37 Formfactor inc 10,426 260.22 % 3.76 % 2.35 1.92
38 Viavi Solutions Inc 9,380 225.92 % -3.85 % 1.27 1.88
39 Silicon Motion Technology Corporation 9,365 193.63 % -11.15 % 1.67 1.58
40 Maxlinear Inc 1,234 12.3% 4.5% 1.10 0.80
41 Applied Optoelectronics Inc 7,897 277.13 % -17.87 % 3.83 1.56
42 Silicon Laboratories Inc 1,234 12.3% 4.5% 1.10 0.80
43 Plexus Corp 1,234 12.3% 4.5% 1.10 0.80
44 Allegro Microsystems Inc 1,234 12.3% 4.5% 1.10 0.80
45 Cirrus Logic Inc 1,234 12.3% 4.5% 1.10 0.80
46 Kulicke And Soffa Industries Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Applied Optoelectronics Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Applied Optoelectronics Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Semiconductors industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (151 companies). See the full Semiconductors industry profitability benchmarks.
Metric Company Industry Difference
Gross Margin 28.91 % 34.40 % (avg) -5.5 pp
Operating Margin -11.31 % industry median -14.1 pp
EBITDA Margin -1.37 % 7.07 % (avg) -8.4 pp
Capital Intensity (Capex / Revenue) 78.77 % 9.39 % (avg) +69.4 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Applied Optoelectronics Inc's Valuation vs Competitive Position

Valuation multiples vs the Semiconductors industry average (151 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Semiconductors industry valuation benchmarks.
Metric Company Industry Average Difference
P/E - 43.3x -
EV / EBITDA - 22.7x -
P/B 12.1x 6.6x +5.6x
Return on Equity -5.61 % industry aggregate -52.44 %
Return on Invested Capital -2.90 % -0.16 % (avg) -2.74 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Applied Optoelectronics Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20182019202020212022202320242025
Revenue Growth -30.32 %-28.35 %22.92 %-9.83 %5.32 %-2.65 %14.70 %82.84 %
Operating Margin -7.46 %-25.54 %-20.82 %-26.83 %-26.48 %-19.06 %-28.50 %-12.00 %
Return on Invested Capital -2.70 %-6.82 %-7.76 %-8.91 %-11.62 %-10.55 %-13.93 %-4.32 %
P/E --------

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Applied Optoelectronics Inc's Strategic Group Map

Every company in Applied Optoelectronics Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Applied Optoelectronics Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.

Revenue Growth (TTM, %)Operating Margin (%)SANMAXTIGUERTYGOSITMLASRApplied Optoelectronics IncSEDGMXL

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Applied Optoelectronics Inc's BCG Growth-Share Matrix

Relative market share (vs Applied Optoelectronics Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Applied Optoelectronics Inc

Applied Optoelectronics Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 10.3% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Nvidia Corp alone holds 44% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

Applied Optoelectronics Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Moderate Industry HHI of 2,373 (see Industry Market Structure & Concentration above)
Barriers to Entry High (capital intensive) Capital intensity (capex / revenue) of 78.77 % vs industry average 9.39 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See Applied Optoelectronics Inc's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Applied Optoelectronics Inc's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

Applied Optoelectronics Inc's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective Applied Optoelectronics Inc
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Applied Optoelectronics Inc falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Applied Optoelectronics Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Latest-quarter revenue run-rate is accelerating (+28.8% annualized vs trailing 12 months).
  • Outperforming the U.S.A. 500 over the trailing 12 months.

Weaknesses

  • Operating margin 14.1 points below the industry median.
  • Return on equity 52.4 points below the industry aggregate.
  • Low relative market share vs the industry leader (0.00x).

Opportunities

  • Industry revenue growing at a healthy 10.3% median pace.

Threats

  • Industry dominated by Nvidia Corp, holding 44.31 % of industry market cap.
  • High capital intensity requires continuous reinvestment just to keep pace with the industry.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Applied Optoelectronics Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Applied Optoelectronics Inc 1.11 2.87 0.14 0.40
Intel Corporation 0.44 1.86 0.40 0.28
Lumentum Holdings Inc 0.72 1.50 1.20 0.51
Te Connectivity plc 0.25 1.71 0.44 0.76
Fabrinet 0.31 2.60 - 1.40
Maxlinear Inc 0.47 1.58 0.27 0.71
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Applied Optoelectronics Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Applied Optoelectronics Inc Q2 2026+87.9 %+27.2 %--
Intel CorporationQ2 2026+25.4 %+18.8 %--
Lumentum Holdings Inc Q2 2026+117.9 %+27.5 %+39.1 %-9.1 %
Te Connectivity plcQ2 2026+13.8 %+8.8 %+17.2 %-12.5 %
FabrinetQ2 2026+44.6 %+8.4 %+59.7 %+11.2 %
Maxlinear Inc Q2 2026+55.6 %+23.4 %--
PEERS TOTAL+23.7 %+15.0 %--
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Applied Optoelectronics Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Applied Optoelectronics Inc Q2 2026+95.4 %+29.6 %+1,017.5 %+389.6 %
Intel CorporationQ2 2026+3.2 %+16.9 %-28.0 %-29.7 %
Lumentum Holdings Inc Q2 2026+75.2 %+22.5 %+209.5 %+211.8 %
Te Connectivity plcQ2 2026+13.3 %+10.9 %+32.2 %-
FabrinetQ2 2026+45.0 %+8.2 %+82.4 %+133.8 %
Maxlinear Inc Q2 2026+51.5 %+22.7 %-57.3 %+40.6 %
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Applied Optoelectronics Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Applied Optoelectronics Inc ---2.202.02
Intel Corporation---15.072.92
Lumentum Holdings Inc 13.93%19.67%33.86%-2.92
Te Connectivity plc11.84%14.32%23.36%5.524.32
Fabrinet14.27%21.02%21.50%5.475.11
Maxlinear Inc ---11.902.71
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Applied Optoelectronics Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Applied Optoelectronics Inc -13.62-19.264.87
Intel Corporation-10.35-151.165.72
Lumentum Holdings Inc -24.30-47.1415.46
Te Connectivity plc21.043.250.33110.924.75
Fabrinet32.093.270.71357.816.19
Maxlinear Inc -15.69--18.39
PEERS AVERAGE-7.65118.185.76
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.