AAOI compared with AXTI: revenue, margins and what each company keeps, and the suppliers and customers both name

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

AXTIAXT Inc

Mkt capRevenueRevenue

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AAOIApplied Optoelectronics, Inc.

AXTIAXT Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

AAOI: latest quarter not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only AAOI 6

MSFTMicrosoftcustomer

ORCLOraclecustomer

—Zhejiang Xinyu Constructionunlistedsupplier

—CITunlistedsupplier

2 more · AAOI chain ›

Shared 0

No disclosed counterparties: AXTI.

Only AXTI 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

AAOIApplied Optoelectronics, Inc.

46.82▼−21.01%· post 43.47

Mkt cap$4.1BRevenue$270MQ3 FY26Revenue$456MFY25

AXTIAXT Inc

37.03▼−22.11%· post 37.42

ClosedNov 5 '26

Mkt cap$3.1BRevenue$48MQ2 FY26Revenue$88MFY25

Compare

ClosedNov 5 '26

AAOIApplied Optoelectronics, Inc.

AXTIAXT Inc

46.82▼−21.01%post 43.47

Price

37.03▼−22.11%post 37.42

$4.1B

Mkt cap

$3.1B

Q3 FY26$270M

Revenue

$48MQ2 FY26

FY25$456M

Revenue

$88MFY25

AAOI46.82▼−21.01%vsAXTI37.03▼−22.11%ClosedNov 5 '26

Price

rebased to 0%

AAOI, solidAXTI, dashed