AAOI vs LITE
AAOI: Applied Optoelectronics is a developer and manufacturer of advanced optical components and modules designed for high-speed fiber-optic data transmission in data centers and broadband networks. LITE: Lumentum is a leading provider of optical and photonic components and systems that power the critical infrastructure for cloud computing, AI, and advanced industrial manufacturing.
Side-by-side fundamentals
| Metric | AAOI | LITE | Edge |
|---|---|---|---|
| Price as of 2026-10-21 close | $77.32 | $850.70 | |
| Market cap | $6.5B | $76.3B | |
| Net margin | -8.4% | -230.1% | AAOI higher |
| Gross margin | +30.0% | +41.7% | LITE higher |
| Operating margin | -12.0% | +17.4% | LITE higher |
| ROE | -5.2% | -149.3% | AAOI higher |
| ROA | -3.3% | -94.9% | AAOI higher |
| Debt / equity | 0.04 | 0.70 | AAOI lower |
| Revenue growth (YoY) | +82.8% | +83.2% | LITE higher |
| Revenue CAGR (3y) SEC XBRL | +26.9% | +19.5% | AAOI higher |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-03 | 3.89 | 2.48 | |
| 1-year return as of 2026-10-21 close | +131.5% | +422.1% | LITE higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.