Here are the DEF 14A proxy statements from Applied Optoelectronics, Inc. (AAOI) in our archive over the last 12 months, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A DEF 14A covers the proxy statement, with executive pay and the shareholder votes, so if you follow AAOI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AAOI filings page.
Applied Optoelectronics, Inc. (AAOI) is asking stockholders at its June 4, 2026 annual meeting to elect two Class I directors, ratify Grant Thornton LLP as auditor for 2026, approve an advisory say-on-pay vote, amend its certificate of incorporation to clarify future voting standards, approve a 2026 equity incentive plan, and permit adjournment if needed. The proxy highlights a classified, majority-independent board with a lead independent director and fully independent key committees. Executive pay is heavily performance-based: in 2025 the CEO’s target direct compensation of $7.43M was about 90% variable, using annual cash incentives tied to revenue, non-GAAP operating income, and design wins, plus PSUs linked to three-year relative and absolute TSR and RSUs for retention. 2025 revenue reached $455.7M versus a $375M target, contributing to a 104.79% annual bonus funding outcome. Stockholders previously supported say-on-pay with 97.45% of votes cast. Audit fees to Grant Thornton were $1.82M in 2025. The filing also emphasizes succession planning, a clawback policy, stock ownership guidelines, and limits on perquisites.