APPLIED OPTOELECTRONICS, INC.
Close on Oct 19, 2026
- Market cap
- $6.38B
- P/E (TTM)
- –
- Dividend yield
- –
About Applied Optoelectronics
Semiconductors & Related Devices, SIC 3674
Applied Optoelectronics, Inc. designs and manufactures vertically integrated fiber-optic networking products spanning optical components, subassemblies, modules, and turn-key equipment. The company develops foundational semiconductor lasers and related technologies for use in high-performance networking applications. Its core solutions include optical transceivers, light engines, transmitters, and cable television amplifiers. Applied Optoelectronics primarily targets four end-markets: internet data centers, cable television (CATV), telecommunications, and fiber-to-the-home (FTTH). Its customer base consists of large hyperscale data center operators, cable multiple system operators, telecommunications service providers, network equipment manufacturers, and third-party transceiver makers.
The company maintains manufacturing sites in Sugar Land, Texas; Ningbo, China; and Taipei, Taiwan, alongside a dedicated research and development facility in Duluth, Georgia. All semiconductor laser chips are fabricated exclusively at the Sugar Land site. The company conducts business globally via direct sales and indirect channel partners and is based in Sugar Land, Texas.
Summary of the business section of Applied Optoelectronics's latest annual report, written by StockData.
Company profile
Company
- Legal name
- APPLIED OPTOELECTRONICS, INC.
- Founded
- 1997
- Headquarters
- Sugar Land, TX
- Address
- 13139 Jess Pirtle Blvd 77478
- Phone
- (281) 295-1800
- Website
- ao-inc.com
- Employees
- 4,691, Dec 31, 2025
- Industry
- Semiconductors & Related Devices
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- GRANT THORNTON LLP, Houston, Texas
Stock & identifiers
- Ticker
- AAOI
- Exchange
- Nasdaq
- IPO date
- Sep 26, 2013
- Shares outstanding
- 85M, Aug 3, 2026
- Public float
- $1.49B, Jun 30, 2025
- Filer category
- Large accelerated filer
- SEC CIK
- 1158114
- CUSIP
- 03823U102
- ISIN
- US03823U1025
- LEI
- 529900I8U6Q5SYDNLT48
- EIN
- 76-0533927
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Chih-Hsiang (Thompson) Lin | President and CEO, Director | 2,103,649 |
| Stefan J. Murry | Chief Financial Officer | 367,168 |
| Hung-Lun (Fred) Chang | *** See Remarks | 249,276 |
| Shu-Hua (Joshua) Yeh | *** See Remarks | 377,498 |
| David C. Kuo | *** See Remarks | 146,221 |
| Richard B. Black | Director | 163,329 |
| Robert James Flanagan | Director | 1,166 |
| William H. Yeh | Director | 244,209 |
| Min-Chu (Mike) Chen | Director | 182,219 |
| Che-Wei Lin | Director | 254,672 |
| Cynthia DeLaney | Director | 63,193 |
| Elizabeth G. Loboa | Director | 20,523 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 Chih-Hsiang (Thompson) Lin | $4.77M | -$3.23M | $1.67M | $410 | $113 |
| FY2024 Chih-Hsiang (Thompson) Lin | $3.70M | $33.29M | $1.16M | $433 | $92 |
| FY2023 Chih-Hsiang (Thompson) Lin | $6.05M | $38.41M | $1.92M | $227 | $89 |
| FY2022 Chih-Hsiang (Thompson) Lin | $2.16M | $456.99K | $811.49K | $22 | $95 |
| FY2021 Chih-Hsiang (Thompson) Lin | $3.66M | $2.73M | $1.25M | $60 | $138 |
| FY2020 Chih-Hsiang (Thompson) Lin | $2.48M | $2.24M | $899.97K | $72 | $137 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Employees
Headcount reported in annual reports
“As of December 31, 2025 , we employed 4,691 full-time employees, of which 69 held Ph.D.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| May 8, 2026 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Sep 26, 2013 | IPO | Initial public offering priced (424B4 prospectus) |
| Sep 23, 2013 | Listing | Registration of securities on an exchange (Form 8-A) |