ALPHA & OMEGA SEMICONDUCTOR Ltd

ALPHA & OMEGA SEMICONDUCTOR LtdAOSLEarnings & Financial Report

Nasdaq · Information Technology · Semiconductors & Related Devices

Alpha & Omega Semiconductor Ltd designs, manufactures and markets a broad portfolio of power semiconductors, including power MOSFETs, IGBTs, analog ICs and power management modules. Its products are applied across consumer electronics, industrial equipment, automotive systems, telecom and computing segments, with sales networks covering major global markets.

Revenue

$182.5M

Gross Profit

$42.8M

Operating Profit

$-4.6M

Net Profit

$-2.1M

Gross Margin

23.5%

Operating Margin

-2.5%

Net Margin

-1.2%

YoY Growth

0.3%

EPS

$-0.07

ALPHA & OMEGA SEMICONDUCTOR Ltd Q1 FY2026 Financial Summary

ALPHA & OMEGA SEMICONDUCTOR Ltd reported revenue of $182.5M (up 0.3% YoY) for Q1 FY2026, with a net profit of $-2.1M (up 15.0% YoY) (-1.2% margin). Cost of goods sold was $139.7M, operating expenses totaled $47.4M.

Key Financial Metrics

Total Revenue$182.5M
Net Profit$-2.1M
Gross Margin23.5%
Operating Margin-2.5%
Report PeriodQ1 FY2026

Revenue Breakdown

ALPHA & OMEGA SEMICONDUCTOR Ltd Q1 FY2026 revenue of $182.5M breaks down across 3 segments, led by Power Discrete at $108.5M (59.5% of total).

SegmentRevenue% of Total
Power Discrete$108.5M59.5%
Power Ic$72.7M39.8%
Packaging And Testing Services$1.3M0.7%

ALPHA & OMEGA SEMICONDUCTOR Ltd Revenue by Segment — Quarterly Trend

ALPHA & OMEGA SEMICONDUCTOR Ltd revenue by segment across the last 4 reported quarters, showing how each business line (such as Power Discrete and Power Ic) has evolved quarter over quarter.

SegmentQ3 FY2026Q2 FY2026Q1 FY2026Q4 FY2025
Power Discrete$101.0M$108.5M$107.3M
Power Ic$58.8M$72.7M$68.7M
Packaging And Testing Services$2.5M$1.3M

ALPHA & OMEGA SEMICONDUCTOR Ltd Annual Revenue by Year

ALPHA & OMEGA SEMICONDUCTOR Ltd annual revenue history includes year-by-year totals (for example, 2025 revenue was $696.2M).

YearAnnual Revenue
2025$696.2M
2024$657.3M
2023$691.3M
2022$777.6M

ALPHA & OMEGA SEMICONDUCTOR Ltd Quarterly Revenue & Net Profit History

ALPHA & OMEGA SEMICONDUCTOR Ltd results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q3 FY2026$163.8M-0.5%$-13.8M-8.4%
Q2 FY2026$162.3M-6.3%$-13.3M-8.2%
Q1 FY2026$182.5M+0.3%$-2.1M-1.2%
Q4 FY2025$176.5M+9.4%$-77.1M-43.7%
Q3 FY2025$164.6M+9.7%$-10.8M-6.6%
Q2 FY2025$173.2M+4.8%$-6.6M-3.8%
Q1 FY2025$181.9M+0.7%$-2.5M-1.4%
Q4 FY2024$161.3M-0.1%$-2.7M-1.7%

Income Statement

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Revenue$161.3M$181.9M$173.2M$164.6M$176.5M$182.5M$162.3M$163.8M
YoY Growth-0.1%0.7%4.8%9.7%9.4%0.3%-6.3%-0.5%

Balance Sheet

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Assets$1.15B$1.14B$1.13B$1.12B$1.03B$1.04B$1.00B$976.4M
Liabilities$253.4M$242.4M$231.4M$230.1M$212.0M$203.4M$183.5M$176.2M
Equity$891.6M$895.3M$902.6M$886.3M$822.3M$834.1M$818.8M$800.2M

Cash Flow

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Operating CF$7.1M$11.0M$14.1M$7.4M$-2.8M$10.2M$-8.1M