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

AXTIAXT Inc

Mkt capRevenueRevenue

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

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AXTIAXT Inc

AAOIApplied Optoelectronics, 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

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AXTIAXT Inc

47.44· pre 45.00· delayed

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

AAOIApplied Optoelectronics, Inc.

59.23· pre 56.85· delayed

Pre-marketNov 5 '26delayed

Mkt cap$4.8BRevenue$192MQ2 FY26Revenue$456MFY25

Compare

Pre-marketNov 5 '26delayed

AXTIAXT Inc

AAOIApplied Optoelectronics, Inc.

47.44pre 45.00delayed

Price

59.23pre 56.85delayed

$3.1B

Mkt cap

$4.8B

Q2 FY26$48M

Revenue

$192MQ2 FY26

FY25$88M

Revenue

$456MFY25

AXTI47.44vsAAOI59.23Pre-marketNov 5 '26delayed

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

Price

Supply-chain overlap

Revenue flow

AAOI: latest quarter is a loss; flow not drawable.Method ›

Price

rebased to 0%

AXTI, solidAAOI, dashed

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only AXTI 0

None

Shared 0

No disclosed counterparties: AXTI.

Only AAOI 6

MSFTMicrosoftcustomer

ORCLOraclecustomer

—Zhejiang Xinyu Constructionunlistedsupplier

—CITunlistedsupplier

2 more · AAOI chain ›

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