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AAOI compared with LITE: revenue, margins and what each company keeps, and the suppliers and customers both name
AAOI
Applied Optoelectronics, Inc.
Change
Mkt cap
Revenue
Revenue
LITE
Lumentum Holdings Inc.
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Mkt cap
Revenue
Revenue
vs
Compare
AAOI
Applied Optoelectronics, Inc.
vs
LITE
Lumentum Holdings Inc.
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only AAOI
6
MSFT
Microsoft
customer
ORCL
Oracle
customer
—
Zhejiang Xinyu Construction
unlisted
supplier
—
CIT
unlisted
supplier
2 more · AAOI chain
›
Shared
0
No shared counterparties.
Only LITE
5
—
Customer A
unlisted
customer
FN
Fabrinet
supplier
—
Contract Manufacturer A
unlisted
supplier
—
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Huawei Technologies
unlisted
customer
1 more · LITE chain
›
AAOI
Applied Optoelectronics, Inc.
Change
50.10
▲
+6.84%
· post 50.13
Mkt cap
$4.4B
Revenue
$270M
Q3 FY26
Revenue
$456M
FY25
LITE
Lumentum Holdings Inc.
Change
537.11
▲
+5.38%
· post 540.00
Closed
Nov 6 '26
Mkt cap
$48.9B
Revenue
$1.3B
Q1 FY27
Revenue
$3.0B
FY26
vs
Compare
Closed
Nov 6 '26
AAOI
Applied Optoelectronics, Inc.
vs
LITE
Lumentum Holdings Inc.
50.10
▲
+6.84%
post 50.13
Price
537.11
▲
+5.38%
post 540.00
$4.4B
Mkt cap
$48.9B
Q3 FY26
$270M
Revenue
$1.3B
Q1 FY27
FY25
$456M
Revenue
$3.0B
FY26
Change
Change
AAOI
50.10
▲
+6.84%
vs
LITE
537.11
▲
+5.38%
Closed
Nov 6 '26