On September 4, 2026, Applied Optoelectronics, Inc. exercised a one-time purchase option to acquire real property located at 16851 Blue Ridge Commerce Dr., Building 3, Houston, Texas. The transaction involved approximately 8.858 acres of land and an approximately 153,928 rentable-square-foot building, along with related personal property. The aggregate purchase price was $26,783,472.00, paid in cash at closing. The company intends to use the facility for office, warehouse, light manufacturing, and assembly purposes. Applied Optoelectronics designs and manufactures optoelectronic components and subsystems.

On August 31, 2026, Applied Optoelectronics entered into two lease agreements for industrial buildings in Houston to be constructed by the landlord. Building 4 comprises approximately 356,186 square feet with monthly rent starting at $220,835.32, while Building 5 includes roughly 737,621 square feet with initial monthly rent of $457,325.02. Both leases have a 120-month term and require aggregate security deposits totaling $11.3 million. The company also paid approximately $2.55 million for structural modifications to accommodate future rooftop solar panels. Each lease grants an option to purchase the respective building and land at a combined price of $146,570,138. Applied Optoelectronics manufactures optoelectronic components and systems.

Applied Optoelectronics, Inc. entered into an Equity Distribution Agreement with Raymond James & Associates, Inc. and Needham & Company, LLC on August 21, 2026. This agreement allows the company to issue and sell shares of its common stock having an aggregate offering price of up to $600 million from time to time through at-the-market offerings. The sales agents are entitled to compensation of 2% of the gross sales price of the shares sold. Applied Optoelectronics, Inc. operates in the optoelectronics industry and manufactures optical components.

Applied Optoelectronics, Inc. entered into a $94.1 million Design-Build Agreement with LCC3 Solution Inc. on June 25, 2026. The contract covers the construction of the OMD 3 (FAB4) project in Houston, Texas, which includes approximately 195,591 square feet of ISO Class 6-certified cleanroom space, 36,500 square feet of office space, and 73,780 square feet for logistics and testing. The agreement includes potential schedule-based incentives up to $6.0 million and performance-based incentives totaling up to $9.8 million. Liquidated damages for delays are capped at $4.9 million. The project aims for substantial completion by January 10, 2027. Applied Optoelectronics, Inc. designs and manufactures optical communications products.