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

LITELumentum Holdings Inc.

Mkt capRevenueRevenue

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

Compare

LITELumentum Holdings Inc.

AAOIApplied Optoelectronics, Inc.

Price

Mkt cap

Revenue

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

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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

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LITELumentum Holdings Inc.

537.11▲+5.38%· post 540.00

Mkt cap$48.9BRevenue$1.3BQ1 FY27Revenue$3.0BFY26

AAOIApplied Optoelectronics, Inc.

50.10▲+6.84%· post 50.13

ClosedNov 6 '26

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

Compare

ClosedNov 6 '26

LITELumentum Holdings Inc.

AAOIApplied Optoelectronics, Inc.

537.11▲+5.38%post 540.00

Price

50.10▲+6.84%post 50.13

$48.9B

Mkt cap

$4.4B

Q1 FY27$1.3B

Revenue

$270MQ3 FY26

FY26$3.0B

Revenue

$456MFY25

LITE537.11▲+5.38%vsAAOI50.10▲+6.84%ClosedNov 6 '26

Earnings history

last 4 reports each · paired by recencyMethod ›

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

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

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

May 8 '26

±13.7%

▼−5.46%

×0.40

Feb 27 '26±14.0%▲+56.88%×4.06