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Alpha and Omega Semiconductor Ltd.

AOSL

Alpha and Omega Semiconductor is a designer, developer, and global supplier of a broad portfolio of power semiconductors, including approximately 2,900 products.

Market cap
$749.22M-11.2%
Revenue$678.9M-2.5%
Net income-$42.3M+56.4%
Free cash flow-$68.1M-806%
EPS (diluted)-$1.41+57.4%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 9, 2026 (in 2 months)
Revenue estimate$176.2M
EPS estimate-$0.14

Financials

Q4 2026

Income statement

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Revenue$170.4M-3.5%
Gross profit$39.3M-4.7%
Operating income-$11.0M+5.4%
Net income-$13.1M+83.0%
EPS (diluted)-$0.43+83.6%

Balance sheet

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Cash & equivalents$180.8M+17.8%
Total debt$28.0M-45.0%
Total equity$797.9M-3.0%
Total assets$963.6M-6.8%

Cash flow

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Operating cash flow-$10.0M
CapEx$14.9M+3.9%
Free cash flow-$24.9M-45.3%

Valuation & ratios

Valuation

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Market cap$749.22M-11.2%
Enterprise value$596.43M-20.7%
P/S1.1×-0.1×

Profitability

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Gross margin22.3%-0.8pp
Operating margin-6.4%+8.0pp
Net margin-6.2%-2.2pp
FCF margin-10%-11.4pp

Returns & leverage

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Return on equity-5.2%-1.8pp
Debt / equity0.0×
Current ratio3.4×+0.9×

Segments

By product

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Power discrete$113.2M+5.6%
Power IC$55.4M-19.3%
Packaging and testing services$1.7M+215%

Competitors

Profile

Alpha and Omega Semiconductor is a designer, developer, and global supplier of a broad portfolio of power semiconductors, including approximately 2,900 products. The company integrates expertise in device physics, process technology, design, and advanced packaging to optimize performance and cost for high-volume applications. Its core value proposition lies in providing total power management solutions that address the increasingly complex power requirements of advanced electronics across computing, consumer, and industrial markets.

Competitive position

AOSL differentiates itself through a global business model that balances in-house fabrication in Oregon and China with third-party foundry capacity to maintain technical control and cost-effectiveness.

GeographiesUnited States, China, Taiwan, South Korea, Japan, Europe
Customer segmentsComputing, Consumer Electronics, Communications, Industrial, Automotive
Business modelFab-lite manufacturing, Integrated Device Manufacturer (IDM), Hardware design and licensing
SuppliersSilicon wafer suppliers, Raw material providers (gold, copper, molding compounds), Third-party wafer foundries, Chemical and gas suppliers
CustomersElectronic distributors, Contract manufacturers (ODMs), Consumer electronics brands (OEMs), Data center infrastructure providers
Listed2010
Employees2.5K
CEOStephen Chunping Chang
Websiteaosmd.com
FilingsSEC EDGAR

FAQ

What is Alpha and Omega Semiconductor Ltd.'s market cap?
Alpha and Omega Semiconductor Ltd. (AOSL) has a market capitalization of $749.2M and trades on NASDAQ.
What is Alpha and Omega Semiconductor Ltd.'s revenue and profitability?
Alpha and Omega Semiconductor Ltd. generated $678.9M in trailing twelve-month revenue with a net loss of $42.3M, representing a net margin of -6.2%. Gross margin stands at 22.3%, with free cash flow of -$68.1M. The latest reported period is Q4 2026.
Who are Alpha and Omega Semiconductor Ltd.'s competitors?
Alpha and Omega Semiconductor Ltd.'s key competitors include ON Semiconductor Corp., Diodes Incorporated, Monolithic Power Systems, Inc., and others. These companies compete in similar markets and product categories.
Who does Alpha and Omega Semiconductor Ltd. partner with?
Alpha and Omega Semiconductor Ltd.'s notable partners include WPG Holdings Limited, Promate Electronic Co. Ltd., Dell Inc., and others.
What subsidiaries does Alpha and Omega Semiconductor Ltd. have?
Alpha and Omega Semiconductor Ltd.'s subsidiaries include Alpha and Omega Semiconductor Incorporated.
Where is Alpha and Omega Semiconductor Ltd. headquartered?
Alpha and Omega Semiconductor Ltd. is headquartered in United States of America and employs approximately 2,468 people. It has been publicly traded since 2010.