EL7.AI
StocksMediumUpdated×2•Originally published 7 May 2026•Updated 9 May 2026•
1 min read

Mixed Q1 Earnings for Applied Optoelectronics and Republic Services

Mixed Q1 Earnings for Applied Optoelectronics and Republic Services

Key Facts

1Applied Optoelectronics reported a Q1 adjusted loss of $0.07 per share, wider than the FactSet estimate of a $0.05 loss.
2Republic Services posted Q1 adjusted EPS of $1.70 per share, surpassing the FactSet estimate of $1.64.

Applied Optoelectronics (AAOI) and Republic Services (RSG) reported diverging Q1 results, with AAOI highlighting a significant 51% year-over-year revenue growth to $151.1 million. While AAOI posted an adjusted loss of $0.07 per share, the company achieved a major milestone by completing its first volume shipments of 800G transceivers to a hyperscale customer. The company also reached a positive Adjusted EBITDA of $1.0 million and issued optimistic Q2 guidance with revenue projected up to $198 million. Meanwhile, Republic Services delivered a solid beat with an adjusted EPS of $1.70 against the $1.64 estimate. This update underscores AAOI's aggressive expansion into AI infrastructure, driven by high-capacity technology demand. Investors are now weighing the impact of these initial 800G shipments and surging sales against AAOI's current bottom-line pressures.