Skip to content
Screener

Alpha and Omega Semiconductor Ltd. AOSL Q4 2026 Annual earnings

Reported August 12, 2026 · After market close

Revenue$170.4MBeat by $2.4M
EPS-$0.13Beat by $0.11
Revenue estimate$168.0M
EPS estimate-$0.24
“We delivered fiscal Q4 results above the midpoint of our guidance, driven by continued strength in Advanced Computing — particularly AI and server applications — and in our Communications segment, where we are ramping new products with our Tier 1 U.S. smartphone customer. This growth more than offset ongoing softness in the traditional PC market tied to elevated memory pricing. Advanced Computing is now a clear and growing contributor to both revenue and earnings, and combined with an improving pricing environment, we expect this mix shift to support higher gross margins in the second half of calendar 2026.”
Stephen Chang

Next report

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

Financials

Q4 2026

Income statement

See full
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

See full
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

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

Valuation & ratios

Valuation

as of 09/16/26
See full
Market cap$749.22M-12.4%
Enterprise value$596.43M-20.7%
P/S1.1×-0.1×

Profitability

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

Returns & leverage

See full
Return on equity-5.2%-1.8pp
Debt / equity0×0.0×
Current ratio3.4×+0.9×

Segments

By product

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

FAQ

When did Alpha and Omega Semiconductor Ltd. report Q4 2026 earnings?
Alpha and Omega Semiconductor Ltd. (AOSL) reported Q4 2026 earnings on August 12, 2026 after market close.
What were Alpha and Omega Semiconductor Ltd.'s Q4 2026 revenue and EPS?
Alpha and Omega Semiconductor Ltd. reported revenue of $170.4M and eps of $-0.13 for Q4 2026.
Did Alpha and Omega Semiconductor Ltd. beat estimates in Q4 2026?
Revenue beat the consensus estimate of $168.0M by $2.4M. EPS beat the consensus estimate of $-0.24 by $0.11.
How did Alpha and Omega Semiconductor Ltd.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 3.4% from $176.5M a year earlier.
Where can I find Alpha and Omega Semiconductor Ltd.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-056197) and the 10-K periodic report (0001628280-26-059261) directly on SEC EDGAR. The filing index links above go to sec.gov.