Earnings history

last 4 reports each · paired by recencyMethod

AAOI

1 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 6 '26±14.2%+6.91%×0.49

Aug 7 '26±13.3%+9.19%×0.69

May 8 '26±13.7%−5.46%×0.40

Feb 27 '26±14.0%+56.88%×4.06

LITE

2 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 2 '26±9.8%−18.59%×1.90

Aug 12 '26±9.3%+13.63%×1.46

May 6 '26±9.9%−5.06%×0.52

Feb 4 '26±13.9%+7.00%×0.50

= impliedAAOI realized, solidLITE realized, hatchedOne scale, both sides: full bar = 57%× = |realized| ÷ impliedSource: market data

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