ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL)
Q3-CY2026Q2-CY2026Q1-CY2026Q4-CY2025Q3-CY2025Q2-CY2025Q1-CY2025Q4-CY2024Q3-CY2024Q2-CY2024Q1-CY2024Q4-CY2023Q3-CY2023Q2-CY2023Q1-CY2023Q4-CY2022Q3-CY2022Q2-CY2022Q1-CY2022Q4-CY2021Q3-CY2021Q2-CY2021Q1-CY2021Q4-CY2020Q3-CY2020Q2-CY2020Q1-CY2020Q4-CY2019Q3-CY2019Q2-CY2019Q1-CY2019Q4-CY2018Q3-CY2018Q2-CY2018Q1-CY2018Q4-CY2017Q3-CY2017Q2-CY2017Q1-CY2017Q4-CY2016Q3-CY2016Q2-CY2016Q1-CY2016Q4-CY2015Q3-CY2015Q2-CY2015Q1-CY2015Q4-CY2014Q3-CY2014
Balance Sheet Date2026-Jun-302026-Mar-312025-Dec-312025-Sep-302025-Jun-302025-Mar-312024-Dec-312024-Sep-302024-Jun-302024-Mar-312023-Dec-312023-Sep-302023-Jun-302023-Mar-312022-Dec-312022-Sep-302022-Jun-302022-Mar-312021-Dec-312021-Sep-302021-Jun-302021-Mar-312020-Dec-312020-Sep-302020-Jun-302020-Mar-312019-Dec-312019-Sep-302019-Jun-302019-Mar-312018-Dec-312018-Sep-302018-Jun-302018-Mar-312017-Dec-312017-Sep-302017-Jun-302017-Mar-312016-Dec-312016-Sep-302016-Jun-302016-Mar-312015-Dec-312015-Sep-302015-Jun-302015-Mar-312014-Dec-312014-Sep-30
Fiscal PeriodQ4-FY2026Q3-FY2026Q2-FY2026Q1-FY2026Q4-FY2025Q3-FY2025Q2-FY2025Q1-FY2025Q4-FY2024Q3-FY2024Q2-FY2024Q1-FY2024Q4-FY2023Q3-FY2023Q2-FY2023Q1-FY2023Q4-FY2022Q3-FY2022Q2-FY2022Q1-FY2022Q4-FY2021Q3-FY2021Q2-FY2021Q1-FY2021Q4-FY2020Q3-FY2020Q2-FY2020Q1-FY2020Q4-FY2019Q3-FY2019Q2-FY2019Q1-FY2019Q4-FY2018Q3-FY2018Q2-FY2018Q1-FY2018Q4-FY2017Q3-FY2017Q2-FY2017Q1-FY2017Q4-FY2016Q3-FY2016Q2-FY2016Q1-FY2016Q4-FY2015Q3-FY2015Q2-FY2015Q1-FY2015
Total Revenue170,371,000$163,792,000$162,263,000$182,501,000$176,484,000$164,635,000$173,156,000$181,887,000$161,296,000$150,060,000$165,285,000$180,633,000$161,525,000$132,560,000$188,760,000$208,476,000$193,959,000$203,239,000$193,319,000$187,035,000$177,309,000$169,212,000$158,830,000$151,551,000$122,395,000$106,852,000$117,860,000$117,802,000$111,856,000$109,067,000$114,925,000$115,072,000$109,897,000$102,902,000$103,896,000$104,858,000$98,007,000$93,281,000$94,687,000$97,362,000$91,410,000$82,987,000$79,825,000$81,439,000$81,472,000$76,918,000$81,328,000$88,217,000$
QoQ%4.02%.94%(11.09%)3.41%7.20%(4.92%)(4.80%)12.77%7.49%(9.21%)(8.50%)11.83%21.85%(29.77%)(9.46%)7.49%(4.57%)5.13%3.36%5.49%4.79%6.54%4.80%23.82%14.55%(9.34%).05%5.32%2.56%(5.10%)(.13%)4.71%6.80%(.96%)(.92%)6.99%5.07%(1.49%)(2.75%)6.51%10.15%3.96%(1.98%)(.04%)5.92%(5.42%)(7.81%)7.15%
YoY%(3.46%)(.51%)(6.29%).34%9.42%9.71%4.76%.69%(.14%)13.20%(12.44%)(13.36%)(16.72%)(34.78%)(2.36%)11.46%9.39%20.11%21.71%23.41%44.87%58.36%34.76%28.65%9.42%(2.03%)2.55%2.37%1.78%5.99%10.62%9.74%12.13%10.31%9.73%7.70%7.22%12.40%18.62%19.55%12.20%7.89%(1.85%)(7.68%)(1.04%)2.01%6.64%4.87%
Cost Of Revenue131,026,000$129,262,000$127,439,000$139,656,000$135,194,000$129,458,000$133,145,000$137,361,000$119,859,000$114,505,000$121,284,000$129,708,000$116,944,000$101,774,000$135,719,000$137,348,000$130,737,000$130,837,000$124,954,000$122,468,000$116,729,000$116,521,000$110,081,000$109,028,000$93,461,000$84,393,000$93,454,000$90,870,000$84,220,000$83,438,000$85,423,000$82,461,000$80,714,000$75,769,000$75,814,000$77,328,000$72,921,000$70,584,000$72,593,000$75,418,000$71,940,000$66,668,000$64,853,000$66,378,000$67,156,000$64,154,000$66,086,000$70,057,000$
Gross Profit39,345,000$34,530,000$34,824,000$42,845,000$41,290,000$35,177,000$40,011,000$44,526,000$41,437,000$35,555,000$44,001,000$50,925,000$44,581,000$30,786,000$53,041,000$71,128,000$63,222,000$72,402,000$68,365,000$64,567,000$60,580,000$52,691,000$48,749,000$42,523,000$28,934,000$22,459,000$24,406,000$26,932,000$27,636,000$25,629,000$29,502,000$32,611,000$29,183,000$27,133,000$28,082,000$27,530,000$25,086,000$22,697,000$22,094,000$21,944,000$19,470,000$16,319,000$14,972,000$15,061,000$14,316,000$12,764,000$15,242,000$18,160,000$
Gross Margin23.09%21.08%21.46%23.48%23.40%21.37%23.11%24.48%25.69%23.69%26.62%28.19%27.60%23.22%28.10%34.12%32.60%35.62%35.36%34.52%34.17%31.14%30.69%28.06%23.64%21.02%20.71%22.86%24.71%23.50%25.67%28.34%26.56%26.37%27.03%26.26%25.60%24.33%23.33%22.54%21.30%19.67%18.76%18.49%17.57%16.59%18.74%20.59%
Operating Expenses50,333,000$48,588,000$48,389,000$47,429,000$52,908,000$45,835,000$45,919,000$44,778,000$42,936,000$46,059,000$45,135,000$41,544,000$41,969,000$45,188,000$44,256,000$45,594,000$45,082,000$41,170,000$40,648,000$39,618,000$38,217,000$34,895,000$35,159,000$32,196,000$30,261,000$31,078,000$27,776,000$27,553,000$28,594,000$29,364,000$32,704,000$31,736,000$29,258,000$26,452,000$24,858,000$22,940,000$21,525,000$19,692,000$19,258,000$18,202,000$16,916,000$16,490,000$15,245,000$15,661,000$16,587,000$16,148,000$15,565,000$16,400,000$
Operating Income(10,988,000$)(14,058,000$)(13,565,000$)(4,584,000$)(11,618,000$)(10,658,000$)(5,908,000$)(252,000$)(1,499,000$)(10,504,000$)(1,134,000$)9,381,000$2,612,000$(14,402,000$)8,785,000$25,534,000$18,140,000$31,232,000$27,717,000$24,949,000$22,363,000$17,796,000$13,590,000$10,327,000$(1,327,000$)(8,619,000$)(3,370,000$)(621,000$)(958,000$)(3,735,000$)(3,202,000$)875,000$(75,000$)681,000$3,224,000$4,590,000$3,561,000$3,005,000$2,836,000$3,742,000$2,554,000$(171,000$)(273,000$)(600,000$)(2,271,000$)(3,384,000$)(323,000$)1,760,000$
Operating Margin(6.45%)(8.58%)(8.36%)(2.51%)(6.58%)(6.47%)(3.41%)(.14%)(.93%)(7.00%)(.69%)5.19%1.62%(10.87%)4.65%12.25%9.35%15.37%14.34%13.34%12.61%10.52%8.56%6.81%(1.08%)(8.07%)(2.86%)(.53%)(.86%)(3.43%)(2.79%).76%(.07%).66%3.10%4.38%3.63%3.22%3.00%3.84%2.79%(.21%)(.34%)(.74%)(2.79%)(4.40%)(.40%)2.00%
Interest Income990,000$1,124,000$892,000$927,000$1,135,000$1,265,000$1,230,000$1,323,000$229,000$5,000$0$0$0$0$0$0$0$0$0$0$0$0$0$0$48,000$
Interest Expenses0$0$0$0$0$(1,005,000$)0$397,000$608,000$895,000$308,000$541,000$2,176,000$3,816,000$1,562,000$381,000$549,000$(1,001,000$)2,282,000$635,000$827,000$1,990,000$1,719,000$1,706,000$1,490,000$685,000$105,000$14,000$17,000$19,000$22,000$24,000$26,000$1,000$5,000$7,000$10,000$24,000$41,000$43,000$73,000$
Income Before Tax(10,027,000$)(12,620,000$)(11,701,000$)(1,584,000$)(88,626,000$)(10,392,000$)(4,811,000$)(449,000$)(1,726,000$)(9,925,000$)(1,332,000$)9,636,000$(717,000$)(14,910,000$)7,485,000$24,910,000$17,524,000$35,688,000$419,101,000$22,757,000$21,256,000$15,981,000$13,209,000$9,778,000$(1,555,000$)(10,901,000$)(4,005,000$)(1,448,000$)(2,865,000$)(5,330,000$)(4,834,000$)(353,000$)(2,349,000$)342,000$3,050,000$4,613,000$3,594,000$2,909,000$2,742,000$3,667,000$2,390,000$(44,000$)(596,000$)(761,000$)(1,854,000$)(3,407,000$)(340,000$)1,735,000$
Tax Expenses3,036,000$1,015,000$1,490,000$1,927,000$(11,567,000$)660,000$1,242,000$1,040,000$1,006,000$611,000$894,000$1,138,000$387,000$2,517,000$1,659,000$1,374,000$940,000$2,902,000$34,096,000$1,320,000$1,241,000$1,014,000$669,000$1,011,000$385,000$(1,100,000$)568,000$410,000$(630,000$)625,000$701,000$560,000$676,000$830,000$(2,072,000$)1,274,000$807,000$523,000$1,085,000$1,237,000$573,000$1,219,000$1,015,000$1,214,000$1,071,000$698,000$957,000$1,171,000$
Net Income(13,063,000$)(13,787,000$)(13,293,000$)(2,122,000$)(77,059,000$)(10,807,000$)(6,614,000$)(2,496,000$)(2,732,000$)(11,212,000$)(2,923,000$)5,786,000$(1,104,000$)(18,907,000$)6,337,000$26,038,000$15,091,000$31,650,000$385,005,000$21,437,000$20,015,000$14,967,000$12,540,000$8,767,000$(1,940,000$)(9,886,000$)(4,573,000$)(1,858,000$)(2,235,000$)(5,955,000$)(5,535,000$)(913,000$)(3,025,000$)(488,000$)5,122,000$3,339,000$2,787,000$2,386,000$1,657,000$2,430,000$1,817,000$(1,263,000$)(1,611,000$)(1,975,000$)(2,925,000$)(4,105,000$)(1,297,000$)564,000$
Profit Margin(7.67%)(8.42%)(8.19%)(1.16%)(43.66%)(6.56%)(3.82%)(1.37%)(1.69%)(7.47%)(1.77%)3.20%(.68%)(14.26%)3.36%12.49%7.78%15.57%199.16%11.46%11.29%8.85%7.90%5.79%(1.59%)(9.25%)(3.88%)(1.58%)(2.00%)(5.46%)(4.82%)(.79%)(2.75%)(.47%)4.93%3.18%2.84%2.56%1.75%2.50%1.99%(1.52%)(2.02%)(2.43%)(3.59%)(5.34%)(1.60%).64%
TTM(6.23%)(15.51%)(15.06%)(13.86%)(13.93%)(3.33%)(3.46%)(2.94%)(1.69%)(1.44%)(2.68%)(1.19%)1.79%3.95%9.96%57.30%58.28%60.21%60.73%9.96%8.57%5.70%1.76%(1.53%)(3.93%)(4.08%)(3.20%)(3.44%)(3.25%)(3.44%)(2.25%).16%1.17%2.63%3.41%2.60%2.42%2.20%1.27%.39%(.90%)(2.39%)(3.32%)(3.21%)(2.37%)(1.56%)(1.32%)(.88%)
Earnings to Minority0$0$2,007,000$(1,987,000$)476,000$(1,133,000$)(363,000$)(807,000$)(1,835,000$)(3,391,000$)(3,568,000$)(2,867,000$)(4,780,000$)(4,400,000$)(3,990,000$)(3,329,000$)(4,046,000$)(2,139,000$)(1,669,000$)(1,461,000$)(1,332,000$)(1,170,000$)(1,190,000$)(877,000$)(104,000$)0$0$0$
Earnings to Common Shareholders(13,063,000$)(13,787,000$)(13,293,000$)(2,122,000$)(77,059,000$)(10,807,000$)(6,614,000$)(2,496,000$)(2,732,000$)(11,212,000$)(2,923,000$)5,786,000$(1,104,000$)(18,907,000$)6,337,000$26,038,000$15,091,000$31,650,000$382,998,000$23,424,000$19,539,000$16,100,000$12,903,000$9,574,000$(105,000$)(6,495,000$)(1,005,000$)1,009,000$2,545,000$(1,555,000$)(1,545,000$)2,416,000$1,021,000$1,651,000$6,791,000$4,800,000$4,119,000$3,556,000$2,847,000$3,307,000$1,921,000$(1,263,000$)(1,611,000$)(1,975,000$)(2,925,000$)(4,105,000$)(1,297,000$)564,000$
QoQ%5.25%(3.72%)(526.44%)97.25%(613.05%)(63.40%)(164.98%)8.64%75.63%(283.58%)(150.52%)624.09%94.16%(398.36%)(75.66%)72.54%(52.32%)(91.74%)1,535.07%19.88%21.36%24.78%34.77%9,218.10%98.38%(546.27%)(199.60%)(60.35%)263.67%(.65%)(163.95%)136.63%(38.16%)(75.69%)41.48%16.53%15.83%24.90%(13.91%)72.15%252.10%21.60%18.43%32.48%28.75%(216.50%)(329.97%)303.61%
YoY%83.05%(27.58%)(100.98%)14.98%(2,720.61%)3.61%(126.27%)(143.14%)(147.46%)40.70%(146.13%)(77.78%)(107.32%)(159.74%)(98.35%)11.16%(22.77%)96.58%2,868.29%144.66%18,708.57%347.88%1,383.88%848.86%(104.13%)(317.69%)34.95%(58.24%)149.27%(194.19%)(122.75%)(49.67%)(75.21%)(53.57%)138.53%45.15%114.42%381.55%276.72%267.44%165.68%69.23%(24.21%)(450.18%)(955.96%)(24.62%)(910.63%)83.71%
Earnings Per Share, Basic(0.43$)(0.46$)(0.45$)(0.07$)(2.58$)(0.37$)(0.23$)(0.09$)(0.09$)(0.39$)(0.10$)0.21$(0.04$)(0.68$)0.23$0.95$0.55$1.18$14.40$0.89$0.74$0.62$0.50$0.38$0.00$(0.26$)(0.04$)0.04$0.10$(0.06$)(0.06$)0.10$0.04$0.07$0.28$0.20$0.17$0.15$0.12$0.14$0.08$(0.06$)(0.07$)(0.09$)(0.11$)(0.16$)(0.05$)0.02$
Earnings Per Share, Diluted(0.43$)(0.46$)(0.45$)(0.07$)(2.58$)(0.37$)(0.23$)(0.09$)(0.10$)(0.39$)(0.10$)0.19$(0.04$)(0.68$)0.21$0.88$0.53$1.11$13.54$0.85$0.71$0.58$0.47$0.36$0.00$(0.26$)(0.04$)0.04$0.10$(0.06$)(0.06$)0.10$0.04$0.07$0.27$0.19$0.17$0.14$0.11$0.14$0.08$(0.06$)(0.07$)(0.09$)(0.11$)(0.16$)(0.05$)0.02$
Unlevered FCF Per Share, Basic(0.83$)(0.69$)(0.77$)0.01$(0.57$)(0.04$)0.23$0.14$(0.01$)0.72$(1.18$)0.05$(1.72$)(0.40$)(1.02$)(0.13$)(0.53$)0.69$0.80$2.11$1.68$1.49$1.41$0.39$1.60$0.57$0.36$(0.05$)0.34$(0.33$)0.55$0.75$(0.45$)(0.32$)0.40$0.51$0.57$0.47$0.10$(0.35$)0.25$(0.05$)0.54$0.08$0.02$(0.09$)0.11$0.20$
Unlevered FCF Per Share, Diluted(0.83$)(0.69$)(0.77$)0.01$(0.57$)(0.04$)0.23$0.14$(0.01$)0.72$(1.18$)0.04$(1.51$)(0.40$)(0.95$)(0.12$)(0.50$)0.65$0.75$2.01$1.60$1.39$1.32$0.37$1.64$0.57$0.36$(0.05$)0.32$(0.33$)0.55$0.73$(0.44$)(0.31$)0.38$0.49$0.54$0.44$0.10$(0.33$)0.25$(0.05$)0.54$0.08$0.02$(0.09$)0.11$0.20$
Average Shares, Basic30,145,00029,807,00029,816,00030,036,00029,923,00029,530,00029,163,00029,004,00028,879,00028,433,00027,939,00027,693,00027,596,00027,710,00027,511,00027,391,00027,269,00026,829,00026,593,00026,365,00026,250,00025,882,00025,672,00025,340,00025,227,00024,894,00024,701,00024,538,00024,437,00024,084,00023,887,00023,844,00023,863,00023,795,00023,925,00024,021,00023,917,00023,675,00023,481,00023,031,00022,609,00022,232,00022,269,00022,698,00026,307,00026,447,00026,577,00026,385,000
Average Shares, Diluted30,145,00029,807,00029,816,00030,036,00029,923,00029,530,00029,163,00029,004,00026,786,00028,433,00027,939,00029,786,00031,403,00027,710,00029,576,00029,423,00028,464,00028,423,00028,287,00027,638,00027,705,00027,716,00027,353,00026,314,00024,635,00024,894,00024,701,00025,130,00026,227,00024,084,00023,887,00024,594,00024,628,00024,755,00025,033,00024,960,00024,963,00024,951,00024,977,00024,413,00022,609,00022,232,00022,269,00022,698,00025,689,00026,447,00026,577,00027,003,000
EBIT(10,027,000$)(12,620,000$)(11,701,000$)(1,584,000$)(88,626,000$)(10,392,000$)(4,811,000$)(449,000$)(1,726,000$)(9,925,000$)(1,332,000$)9,636,000$(717,000$)(14,910,000$)7,882,000$25,518,000$17,524,000$35,996,000$419,642,000$24,933,000$21,256,000$17,543,000$13,590,000$10,327,000$(1,555,000$)(8,619,000$)(3,370,000$)(621,000$)(875,000$)(3,611,000$)(3,128,000$)1,137,000$(1,664,000$)447,000$3,064,000$4,630,000$3,613,000$2,931,000$2,766,000$3,693,000$2,391,000$(39,000$)(589,000$)(751,000$)(1,830,000$)(3,366,000$)(297,000$)1,808,000$
EBITDA(10,027,000$)(12,620,000$)(11,701,000$)(1,584,000$)(88,626,000$)(10,392,000$)(4,811,000$)(449,000$)(1,726,000$)(9,925,000$)(1,332,000$)9,636,000$(717,000$)(14,910,000$)7,882,000$25,518,000$17,524,000$35,996,000$419,642,000$24,933,000$21,256,000$17,543,000$13,590,000$10,327,000$(1,555,000$)(8,619,000$)(3,370,000$)(621,000$)(875,000$)(3,611,000$)(3,128,000$)1,137,000$(1,664,000$)447,000$3,064,000$4,630,000$3,613,000$2,931,000$2,766,000$3,693,000$2,391,000$(39,000$)(589,000$)(751,000$)(1,830,000$)(3,366,000$)(297,000$)1,808,000$