AAOI
Applied Optoelectronics, Inc.
AAOI lost money over the past year, so it has no meaningful PE right now. Analysts expect earnings to recover and profitability to improve, though they disagree widely on how much.
YSS
York Space Systems, Inc.
There isn't enough reported data to score YSS yet.
AAOI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Weak | |
| Unavailable |
AAOI's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
YSS Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Weak | |
| Weak | |
| Unavailable |
YSS's profitability and cash flow are currently weak. There isn't enough data to rate its revenue and balance sheet.
AAOI PE Valuation
AAOI has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 18x next year's earnings.
YSS PE Valuation
YSS has no meaningful PE right now: it lost money over the past year.
AAOI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
AAOI has the edge over YSS on the outlook, with more favorable earnings expectations.
YSS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect YSS's revenue to grow and its profitability to improve, with its earnings holding steady. However, they disagree widely on these estimates.
AAOI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.98 | — |
| Q3 2026 | -$0.42 | +$3.02 |
| Q2 2026 | -$0.77 | +$2.81 |
| Q1 2026 | -$0.65 | +$3.43 |
| Q4 2025 | -$0.64 | +$3.86 |
| Q3 2025 | -$3.44 | -$1.41 |
| Q2 2025 | -$3.58 | -$1.70 |
| Q1 2025 | -$4.08 | -$2.29 |
| Q4 2024 | -$4.50 | -$2.75 |
AAOI is still losing money, but far less than before: $0.42 per share over the past year, against $4.50 at its worst in late 2024.
YSS Earnings Per Share
YSS and AAOI do not have enough comparable growth data to identify a winner.
AAOI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $269.9M | +127% |
| Q2 2026 | $191.9M | +86% |
| Q1 2026 | $151.1M | +51% |
| Q4 2025 | $134.3M | +34% |
| Q3 2025 | $118.6M | +82% |
| Q2 2025 | $103M | +138% |
| Q1 2025 | $99.9M | +146% |
| Q4 2024 | $100.3M | +66% |
AAOI has the edge over YSS in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -0.5% | +15 points |
| Q2 2026 | -13% | +2.6 points |
| Q1 2026 | -8.6% | +0.3 points |
| Q4 2025 | -8.6% | -2.1 points |
| Q3 2025 | -15% | +10 points |
| Q2 2025 | -16% | +45 points |
| Q1 2025 | -8.9% | +44 points |
| Q4 2024 | -6.5% | +1 points |
AAOI has the edge over YSS on profitability, with a higher operating margin.
YSS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $92.5M | +10% |
| Q1 2026 | $116.3M | +9.5% |
| Q4 2025 | $105.3M | +38% |
AAOI has the edge over YSS in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -45% | -19 points |
| Q1 2026 | -95% | -89 points |
| Q4 2025 | -4.8% | +17 points |
| Q3 2025 | -28% | N/A |
| Q2 2025 | -25% | N/A |
| Q1 2025 | -6.2% | N/A |
| Q4 2024 | -22% | N/A |
YSS's operating margin was −45% last quarter, down 19 points from the same quarter a year ago.
AAOI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$369.9M | -$291.2M |
| Q2 2026 | -$265.3M | -$174.4M |
| Q1 2026 | -$143.6M | -$64.3M |
| Q4 2025 | -$104.6M | -$51.6M |
| Q3 2025 | -$78.7M | -$58M |
| Q2 2025 | -$91M | -$86M |
| Q1 2025 | -$79.3M | -$45.1M |
| Q4 2024 | -$53M | -$48.4M |
AAOI has burned cash in almost every quarter: −$883M over the past year, against −$302M the year before.
YSS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$103.5M | -$83M |
| Q1 2026 | -$86.6M | -$5.9M |
| Q4 2025 | $0 | -100% |
YSS and AAOI do not have enough comparable growth data to identify a winner.
AAOI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +7.7% | +6.3M shares |
| 1 year | +39% | +24.5M shares |
| 3 years | +168% | +55.1M shares |
| 5 years | +224% | +60.7M shares |
| Available history | +340% | +67.9M shares |
AAOI has 88M diluted shares, up 39% from a year ago.
YSS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +487K shares |
| 1 year | +35% | +33M shares |
YSS has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
YSS Net Leverage
YSS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
AAOI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.1 | Neutral |
| Stochastic | 4.8 | Oversold |
AAOI's weekly RSI is 35 (neutral) and its Stochastic is 5 (oversold).
YSS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 23.6 | Oversold |
| Stochastic | 11.8 | Oversold |
YSS's weekly RSI is 24 (oversold) and its Stochastic is 12 (oversold).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
YSS PE vs Technology Sector
YSS has no meaningful PE right now: it lost money over the past year.
AAOI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $80.2 | 34% below |
| 20 week MA | $100.6 | 47% below |
| 50 week MA | $100.3 | 47% below |
| 100 week MA | $62.3 | 15% below |
| 200 week MA | $36.9 | 43% above |
AAOI has stronger trend alignment. AAOI is above 1 of 5 weekly averages versus YSS above 0 of 2.
YSS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.09 | 6.9% below |
| 20 week MA | $10.9 | 39% below |
YSS is in a downtrend: it's below all two of its weekly moving averages, and 39% below its 20-week average.
AAOI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.5 | $8.77 | -24% |
| 2021 | $8.77 | $5.64 | -36% |
| 2022 | $5.64 | $1.95 | -65% |
| 2023 | $1.95 | $19.3 | +891% |
| 2024 | $19.3 | $37.7 | +95% |
| 2025 | $37.7 | $37.2 | -1.5% |
| 2026 YTD | $37.2 | $52.9 | +42% |
AAOI has the edge over YSS on returns for 2026, with the stronger performance.
YSS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2026 YTD | $34.0 | $6.60 | -81% |
It's down 81% so far in 2026.