All three tenses have at least two readings, so the archetype blend applies as printed.
Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.
What did they actually do?
Has it survived what it has been through?
1 warning event since 2017; the latest 2026-05-08.
From the record
Applied Optoelectronics, Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2026-05-08) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+6.4% a year over 10 filed years; profitable in 2 of 10.
From the record
Applied Optoelectronics, Inc.'s 10 filed years say what it did: revenue went from $261 million in fiscal 2016 to $456 million in fiscal 2025, up 6.4% a year; it rose in 5 of 9 years; the deepest fall was 50% from fiscal 2017 to fiscal 2019; net income was positive in 2 of 10 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
SI estimate 1.3/10, confidence 35 of 100 (one part).
SI estimate Inferred, not read as filed
From the record
SI estimate, not a filed reading: Applied Optoelectronics, Inc.'s shareholder treatment is put at 1.3 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 13% of 94 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.
What are they doing right now?
Is it financially healthy right now?
ROE -5%: lost 5¢ per shareholder dollar. Leverage 37%: owes 37¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2025-12-31, Applied Optoelectronics, Inc. lost about 5 cents for every dollar of shareholders' money, and gross profitability: its products earned about 12 cents per dollar of everything the company owns. Leverage: it owed about 37 cents per dollar of assets, and net share issuance: its share count grew 44.9% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
top 47% of 97 in its family; net margin -8.4%.
From the record
Applied Optoelectronics, Inc.'s standing among 97 graded names in its industry family: revenue of $456 million in fiscal 2025 ranks in the bottom 39% by size; a net margin of -8.4% ranks in the bottom 35%; revenue growth of 26.9% a year over the last 3 filed years ranks in the top 14% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
top 10% of 67 in its family for leadership; chief executive since 2013.
From the record
Applied Optoelectronics, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Lin, Chih-Hsiang (thompson) (President and CEO, as filed), filing under that title since 2013-09-25, 13.1 years (top 11% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 13.1 years (top 7%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 10%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they set up to do next?
How much room does it have to grow?
bottom 38% of 94 in its family for room to expand.
From the record
Applied Optoelectronics, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $206 million against debt of $34 million leaves 14.7% of its assets as net cash, top 44% of its family; cash from operations less capital spending is -77.6% of revenue (bottom 14%); a gross margin of 30% (bottom 30%); research spending of 18.8% of revenue (top 50%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
top 7% of 93 in its family for growth drivers.
From the record
Applied Optoelectronics, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 26.9% a year over the last three filed years against 6.4% over all 10, speeding up (top 8% of its family); the newest year grew 82.8% (top 11%); research spending grew 33.1% a year (top 7%); capital spending grew 282% a year (top 1%) (its annual reports). Applied Optoelectronics, Inc. reported 4 product lines in fiscal 2025: CATV at $245 million (54%), Data Center at $196 million (43%), Telecom at $14 million (3%), and 1 more; 3 of 4 grew against the year before (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
top 20% of 88 in its family for expectations against reality.
From the record
Applied Optoelectronics, Inc.'s newest year against its own record: revenue of $456 million in fiscal 2025 came in 72.8% above the $264 million its prior three years' pace pointed to (top 19% of its family); net income of $38 million against a prior three-year average of $103 million (top 24%); a net margin of -8.4% against -43.5% before (top 16%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made