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Side-by-side financial comparison of ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) and Enpro Inc. (NPO). Click either name above to swap in a different company.

Enpro Inc. is the larger business by last-quarter revenue ($295.4M vs $162.3M, roughly 1.8× ALPHA & OMEGA SEMICONDUCTOR Ltd). ALPHA & OMEGA SEMICONDUCTOR Ltd runs the higher net margin — -8.2% vs -10.8%, a 2.6% gap on every dollar of revenue. On growth, Enpro Inc. posted the faster year-over-year revenue change (14.3% vs -6.3%). Over the past eight quarters, Enpro Inc.'s revenue compounded faster (7.1% CAGR vs 4.0%).

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.

Enpro is a US-based industrial technology company that designs and manufactures products and materials for technology-intensive sectors. The company serves industries such as semiconductors, aerospace, power generation, heavy-duty trucking, agricultural machinery, chemical processing, pulp and paper, and life sciences from 61 primary manufacturing facilities located in 12 countries, worldwide. It is organized under three segments: Sealing Technologies, Advanced Surface Technologies, and Engin...

AOSL vs NPO — Head-to-Head

Bigger by revenue
NPO
NPO
1.8× larger
NPO
$295.4M
$162.3M
AOSL
Growing faster (revenue YoY)
NPO
NPO
+20.6% gap
NPO
14.3%
-6.3%
AOSL
Higher net margin
AOSL
AOSL
2.6% more per $
AOSL
-8.2%
-10.8%
NPO
Faster 2-yr revenue CAGR
NPO
NPO
Annualised
NPO
7.1%
4.0%
AOSL

Income Statement — Q2 FY2026 vs Q4 FY2025

Metric
AOSL
AOSL
NPO
NPO
Revenue
$162.3M
$295.4M
Net Profit
$-13.3M
$-32.0M
Gross Margin
21.5%
42.1%
Operating Margin
-8.4%
11.2%
Net Margin
-8.2%
-10.8%
Revenue YoY
-6.3%
14.3%
Net Profit YoY
-101.0%
-330.2%
EPS (diluted)
$-0.45
$-1.50

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.

Revenue
AOSL
AOSL
NPO
NPO
Q4 25
$162.3M
$295.4M
Q3 25
$182.5M
$286.6M
Q2 25
$176.5M
$288.1M
Q1 25
$164.6M
$273.2M
Q4 24
$173.2M
$258.4M
Q3 24
$181.9M
$260.9M
Q2 24
$161.3M
$271.9M
Q1 24
$150.1M
$257.5M
Net Profit
AOSL
AOSL
NPO
NPO
Q4 25
$-13.3M
$-32.0M
Q3 25
$-2.1M
$21.6M
Q2 25
$-77.1M
$26.4M
Q1 25
$-10.8M
$24.5M
Q4 24
$-6.6M
$13.9M
Q3 24
$-2.5M
$19.8M
Q2 24
$-2.7M
$26.7M
Q1 24
$-11.2M
$12.5M
Gross Margin
AOSL
AOSL
NPO
NPO
Q4 25
21.5%
42.1%
Q3 25
23.5%
41.9%
Q2 25
23.4%
43.3%
Q1 25
21.4%
43.3%
Q4 24
23.1%
42.3%
Q3 24
24.5%
42.3%
Q2 24
25.7%
43.8%
Q1 24
23.7%
41.2%
Operating Margin
AOSL
AOSL
NPO
NPO
Q4 25
-8.4%
11.2%
Q3 25
-2.5%
14.3%
Q2 25
-6.6%
15.9%
Q1 25
-6.5%
15.3%
Q4 24
-3.4%
12.5%
Q3 24
-0.1%
13.1%
Q2 24
-0.9%
17.7%
Q1 24
-7.0%
10.9%
Net Margin
AOSL
AOSL
NPO
NPO
Q4 25
-8.2%
-10.8%
Q3 25
-1.2%
7.5%
Q2 25
-43.7%
9.2%
Q1 25
-6.6%
9.0%
Q4 24
-3.8%
5.4%
Q3 24
-1.4%
7.6%
Q2 24
-1.7%
9.8%
Q1 24
-7.5%
4.9%
EPS (diluted)
AOSL
AOSL
NPO
NPO
Q4 25
$-0.45
$-1.50
Q3 25
$-0.07
$1.01
Q2 25
$-2.61
$1.25
Q1 25
$-0.37
$1.15
Q4 24
$-0.23
$0.65
Q3 24
$-0.09
$0.94
Q2 24
$-0.09
$1.27
Q1 24
$-0.39
$0.59

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AOSL
AOSL
NPO
NPO
Cash + ST InvestmentsLiquidity on hand
$196.3M
$114.7M
Total DebtLower is stronger
$655.3M
Stockholders' EquityBook value
$818.8M
$1.5B
Total Assets
$1.0B
$2.7B
Debt / EquityLower = less leverage
0.42×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AOSL
AOSL
NPO
NPO
Q4 25
$196.3M
$114.7M
Q3 25
$223.5M
$132.9M
Q2 25
$153.1M
$107.1M
Q1 25
$169.4M
$240.3M
Q4 24
$182.6M
$236.3M
Q3 24
$176.0M
$206.9M
Q2 24
$175.1M
$175.9M
Q1 24
$174.4M
$163.9M
Total Debt
AOSL
AOSL
NPO
NPO
Q4 25
$655.3M
Q3 25
Q2 25
$14.9M
Q1 25
Q4 24
$640.1M
Q3 24
Q2 24
$26.7M
Q1 24
$644.9M
Stockholders' Equity
AOSL
AOSL
NPO
NPO
Q4 25
$818.8M
$1.5B
Q3 25
$834.1M
$1.5B
Q2 25
$822.3M
$1.5B
Q1 25
$886.3M
$1.5B
Q4 24
$902.6M
$1.4B
Q3 24
$895.3M
$1.5B
Q2 24
$891.6M
$1.4B
Q1 24
$888.9M
$1.4B
Total Assets
AOSL
AOSL
NPO
NPO
Q4 25
$1.0B
$2.7B
Q3 25
$1.0B
$2.4B
Q2 25
$1.0B
$2.4B
Q1 25
$1.1B
$2.5B
Q4 24
$1.1B
$2.5B
Q3 24
$1.1B
$2.5B
Q2 24
$1.1B
$2.5B
Q1 24
$1.2B
$2.5B
Debt / Equity
AOSL
AOSL
NPO
NPO
Q4 25
0.42×
Q3 25
Q2 25
0.02×
Q1 25
Q4 24
0.45×
Q3 24
Q2 24
0.03×
Q1 24
0.46×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AOSL
AOSL
NPO
NPO
Operating Cash FlowLast quarter
$-8.1M
Free Cash FlowOCF − Capex
$-23.1M
FCF MarginFCF / Revenue
-14.2%
Capex IntensityCapex / Revenue
9.2%
4.1%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-40.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AOSL
AOSL
NPO
NPO
Q4 25
$-8.1M
Q3 25
$10.2M
$65.3M
Q2 25
$-2.8M
$52.2M
Q1 25
$7.4M
$21.0M
Q4 24
$14.1M
$59.4M
Q3 24
$11.0M
$54.0M
Q2 24
$7.1M
$43.2M
Q1 24
$28.2M
$6.3M
Free Cash Flow
AOSL
AOSL
NPO
NPO
Q4 25
$-23.1M
Q3 25
$420.0K
$53.4M
Q2 25
$-17.2M
$42.3M
Q1 25
$-1.1M
$13.0M
Q4 24
$6.6M
$49.1M
Q3 24
$4.1M
$48.3M
Q2 24
$-210.0K
$38.3M
Q1 24
$20.5M
$-1.9M
FCF Margin
AOSL
AOSL
NPO
NPO
Q4 25
-14.2%
Q3 25
0.2%
18.6%
Q2 25
-9.7%
14.7%
Q1 25
-0.6%
4.8%
Q4 24
3.8%
19.0%
Q3 24
2.3%
18.5%
Q2 24
-0.1%
14.1%
Q1 24
13.7%
-0.7%
Capex Intensity
AOSL
AOSL
NPO
NPO
Q4 25
9.2%
4.1%
Q3 25
5.4%
4.2%
Q2 25
8.1%
3.4%
Q1 25
5.1%
2.9%
Q4 24
4.3%
4.0%
Q3 24
3.8%
2.2%
Q2 24
4.5%
1.8%
Q1 24
5.2%
3.2%
Cash Conversion
AOSL
AOSL
NPO
NPO
Q4 25
Q3 25
3.02×
Q2 25
1.98×
Q1 25
0.86×
Q4 24
4.27×
Q3 24
2.73×
Q2 24
1.62×
Q1 24
0.50×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AOSL
AOSL

Power Discrete$101.0M62%
Power Ic$58.8M36%
Packaging And Testing Services$2.5M2%

NPO
NPO

Sealing Technologies Segment$187.0M63%
General Industrial$71.3M24%
Power Generation$19.9M7%
Oiland Gas Market$15.0M5%
Semiconductors$2.2M1%

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