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Side-by-side financial comparison of ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) and CubeSmart (CUBE). Click either name above to swap in a different company.
CubeSmart is the larger business by last-quarter revenue ($281.9M vs $163.8M, roughly 1.7× ALPHA & OMEGA SEMICONDUCTOR Ltd). CubeSmart runs the higher net margin — 29.4% vs -8.4%, a 37.8% gap on every dollar of revenue. On growth, CubeSmart posted the faster year-over-year revenue change (3.3% vs -0.5%). Over the past eight quarters, CubeSmart's revenue compounded faster (2.9% CAGR vs 0.8%).
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.
CubeSmart is a real estate investment trust that invests in self storage facilities in the United States. As of December 31, 2024, it owned 631 self storage properties in 25 states and the District of Columbia containing 45.8 million rentable square feet. It is the 3rd largest self storage company in the United States.
AOSL vs CUBE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $163.8M | $281.9M |
| Net Profit | $-13.8M | $82.8M |
| Gross Margin | 21.1% | — |
| Operating Margin | 70.3% | 40.2% |
| Net Margin | -8.4% | 29.4% |
| Revenue YoY | -0.5% | 3.3% |
| Net Profit YoY | -27.8% | -6.8% |
| EPS (diluted) | $-0.46 | $0.36 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $163.8M | $281.9M | ||
| Q4 25 | $162.3M | $282.7M | ||
| Q3 25 | $182.5M | $285.1M | ||
| Q2 25 | $176.5M | $282.3M | ||
| Q1 25 | $164.6M | $273.0M | ||
| Q4 24 | $173.2M | $267.7M | ||
| Q3 24 | $181.9M | $270.9M | ||
| Q2 24 | $161.3M | $266.2M |
| Q1 26 | $-13.8M | $82.8M | ||
| Q4 25 | $-13.3M | $77.7M | ||
| Q3 25 | $-2.1M | $82.4M | ||
| Q2 25 | $-77.1M | $82.4M | ||
| Q1 25 | $-10.8M | $88.7M | ||
| Q4 24 | $-6.6M | $101.9M | ||
| Q3 24 | $-2.5M | $101.0M | ||
| Q2 24 | $-2.7M | $94.2M |
| Q1 26 | 21.1% | — | ||
| Q4 25 | 21.5% | 68.7% | ||
| Q3 25 | 23.5% | 68.1% | ||
| Q2 25 | 23.4% | 68.5% | ||
| Q1 25 | 21.4% | 69.6% | ||
| Q4 24 | 23.1% | 71.7% | ||
| Q3 24 | 24.5% | 69.8% | ||
| Q2 24 | 25.7% | 68.8% |
| Q1 26 | 70.3% | 40.2% | ||
| Q4 25 | -8.4% | — | ||
| Q3 25 | -2.5% | — | ||
| Q2 25 | -6.6% | — | ||
| Q1 25 | -6.5% | — | ||
| Q4 24 | -3.4% | — | ||
| Q3 24 | -0.1% | — | ||
| Q2 24 | -0.9% | — |
| Q1 26 | -8.4% | 29.4% | ||
| Q4 25 | -8.2% | 27.5% | ||
| Q3 25 | -1.2% | 28.9% | ||
| Q2 25 | -43.7% | 29.2% | ||
| Q1 25 | -6.6% | 32.5% | ||
| Q4 24 | -3.8% | 38.1% | ||
| Q3 24 | -1.4% | 37.3% | ||
| Q2 24 | -1.7% | 35.4% |
| Q1 26 | $-0.46 | $0.36 | ||
| Q4 25 | $-0.45 | $0.35 | ||
| Q3 25 | $-0.07 | $0.36 | ||
| Q2 25 | $-2.61 | $0.36 | ||
| Q1 25 | $-0.37 | $0.39 | ||
| Q4 24 | $-0.23 | $0.45 | ||
| Q3 24 | $-0.09 | $0.44 | ||
| Q2 24 | $-0.09 | $0.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $190.3M | — |
| Total DebtLower is stronger | $4.4M | — |
| Stockholders' EquityBook value | $800.2M | $2.7B |
| Total Assets | $976.4M | $6.6B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $190.3M | — | ||
| Q4 25 | $196.3M | $5.8M | ||
| Q3 25 | $223.5M | $108.4M | ||
| Q2 25 | $153.1M | $8.7M | ||
| Q1 25 | $169.4M | $10.8M | ||
| Q4 24 | $182.6M | $71.6M | ||
| Q3 24 | $176.0M | $43.5M | ||
| Q2 24 | $175.1M | $5.7M |
| Q1 26 | $4.4M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — |
| Q1 26 | $800.2M | $2.7B | ||
| Q4 25 | $818.8M | $2.7B | ||
| Q3 25 | $834.1M | $2.8B | ||
| Q2 25 | $822.3M | $2.8B | ||
| Q1 25 | $886.3M | $2.8B | ||
| Q4 24 | $902.6M | $2.9B | ||
| Q3 24 | $895.3M | $2.8B | ||
| Q2 24 | $891.6M | $2.8B |
| Q1 26 | $976.4M | $6.6B | ||
| Q4 25 | $1.0B | $6.6B | ||
| Q3 25 | $1.0B | $6.8B | ||
| Q2 25 | $1.0B | $6.7B | ||
| Q1 25 | $1.1B | $6.7B | ||
| Q4 24 | $1.1B | $6.4B | ||
| Q3 24 | $1.1B | $6.2B | ||
| Q2 24 | $1.1B | $6.2B |
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.03× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AOSL
Segment breakdown not available.
CUBE
| Rental income | $239.9M | 85% |
| Other | $32.1M | 11% |
| Property management fee income | $9.9M | 4% |
