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Alpha And Omega Semiconductor (AOSL)
NASDAQ:AOSL
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.36Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presents meaningful strategic positives — targeted R&D acceleration, JV monetization providing cash, share repurchases, and early traction in higher-value AI, medium-voltage, and smartphone applications — but near-term financial metrics remain weak. Revenue fell 11.1% sequentially (6.3% YoY), gross margins and EPS deteriorated (non-GAAP EPS loss of $0.16), operating cash flow turned negative, and several end markets (consumer/gaming and quick chargers) showed sharp declines. Management expects March to be a near-term low and anticipates recovery beginning in June, with more substantial benefits in 2027. Given the notable near-term financial deterioration balanced against encouraging strategic execution, the overall tone is cautious with downside in the short term but constructive on the strategic long-term outlook.Company Guidance
Strategic Transformation and Targeted R&D
Company is executing a multi-year shift from component supplier to application-specific total solutions focused on higher-performance markets; management is increasing targeted R&D spend funded in part by JV monetization and expects ~25% higher R&D spend year-over-year in calendar 2026, with material benefits expected in 2027 and beyond.
Monetization of Chongqing JV and Strong Balance Sheet Actions
Sold ~20% of Chongqing JV for $150,000,000 with installments received ($94M in Sept, $11M in Dec, $30M post-quarter) and $15M remaining; this proceeds support R&D and CapEx plans and enabled opportunistic capital allocation.
Share Repurchase Program Execution
Repurchased approximately $13,900,000 of AOS shares (728,000 shares) under a $30,000,000 program; ~$16,000,000 remains available for buybacks, signaling confidence from management/board.
Traction in High-Value Applications (AI, Medium Voltage, Smartphones)
Gaining BOM expansion and design traction: increased BOM content with a tier-one US smartphone customer, momentum in PC total solutions (e.g., Intel Camberlake), and early revenue from high-performance medium-voltage MOSFETs used in AI data center hot-swap and intermediate bus converters (supporting 48V→12V architectures).
ROIC (Product Category) Year-Over-Year Growth
ROIC revenue was $58.8M, up 9.5% year-over-year, indicating pockets of product-level growth despite overall revenue softness.
CapEx Investment to Support New Products
CapEx increased to $15.0M in the quarter (from $9.8M prior) and management expects March CapEx of $15–18M to build capacity for new products and ramps.
AOSL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AOSL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $22.51 | $21.36 | -5.11% |
Nov 05, 2025 | $27.10 | $19.65 | -27.49% |
Aug 06, 2025 | $26.20 | $24.69 | -5.76% |
May 07, 2025 | $20.06 | $20.67 | +3.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Alpha And Omega Semiconductor (AOSL) report earnings?
Alpha And Omega Semiconductor (AOSL) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Alpha And Omega Semiconductor (AOSL) earnings time?
Alpha And Omega Semiconductor (AOSL) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AOSL EPS forecast?
AOSL EPS forecast for the fiscal quarter 2026 (Q3) is -0.36.