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

Compare

AAOIApplied Optoelectronics, Inc.

AXTIAXT Inc

Price

Mkt cap

Revenue

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

Save comparison

Earnings history

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

Earnings history

last 4 reports each · paired by recencyMethod ›

AAOI

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±14.2%▲+6.91%×0.49

Q2 FY26±13.3%▲+9.19%×0.69

May 8 '26±13.7%▼−5.46%×0.40

Q1 FY26±14.0%▲+56.88%×4.06

AXTI2 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Oct 30 '26±11.3%▼−9.56%×0.85

Q2 FY26—▲+28.74%—

= impliedAAOI realized, solidAXTI realized, hatchedOne scale, both sides: full bar = 57%× = |realized| ÷ impliedspan: AAOI 252d · AXTI 91dSource: market data

AAOIApplied Optoelectronics, Inc.

50.10▲+6.84%· post 50.13

Mkt cap$4.4BRevenue$270MQ3 FY26Revenue$456MFY25

AXTIAXT Inc

38.89▲+5.92%· post 39.03

ClosedNov 6 '26

Mkt cap$2.5BRevenue$48MQ2 FY26Revenue$88MFY25

Compare

ClosedNov 6 '26

AAOIApplied Optoelectronics, Inc.

AXTIAXT Inc

50.10▲+6.84%post 50.13

Price

38.89▲+5.92%post 39.03

$4.4B

Mkt cap

$2.5B

Q3 FY26$270M

Revenue

$48MQ2 FY26

FY25$456M

Revenue

$88MFY25

AAOI50.10▲+6.84%vsAXTI38.89▲+5.92%ClosedNov 6 '26