Alpha And Omega Semiconductor (AOSL)
NASDAQ:AOSL
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.24Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: clear strategic and product‑mix progress with meaningful traction in advanced computing and DMOS growth, plus encouraging communications performance and constructive June guidance. However, these positives are offset by worsening EPS losses, margin compression, negative operating cash flow, a steep decline in Power IC revenue, and macro/ component headwinds (memory pricing, China softness) that create uncertainty for H2 2026. Management’s investments and capacity expansion signal confidence in a stronger exit to 2026/2027, but near‑term financial metrics remain pressured.Company Guidance
Revenue Near Guidance Midpoint with Sequential Growth
Total March quarter revenue was $163.8M, down 0.5% year‑over‑year but up 0.9% sequentially, coming in slightly above the midpoint of guidance and management calling the December and March quarters a bottom for revenue and gross margin.
Strong DMOS/Product Mix Momentum
DMOS revenue was $115.1M, up 13.9% sequentially and up 7.7% year‑over‑year, driven by increasing contribution from medium‑voltage MOSFETs and higher‑performance sockets that management expects to support margin expansion.
Advanced Computing (AI/Servers/Graphics) Surge
Advanced computing more than doubled sequentially and increased >40% year‑over‑year, representing ~25% of the Computing segment and driving broadening customer engagement across GPU and CPU platforms (hyperscalers, cloud providers).
Communications Segment Outperformance
Communications revenue was $33.8M (20.6% of total), up 18.7% year‑over‑year and up 1.9% sequentially, led by Tier‑1 U.S. smartphone customers and BOM content expansion in premium models.
Returning to Sequential Growth and Margin Expansion Guidance
Company guided June quarter revenue to ~$168M ±$10M and expects non‑GAAP gross margin to rise to ~23.0% ±1% (GAAP gross margin ~22.3% ±1%), citing ~130 bps sequential margin improvement driven roughly half by utilization and half by improved product mix.
Balance Sheet and Share Buybacks
Ended quarter with $190.3M cash (down from $196.3M last quarter); repurchased 214k shares for $4.2M under buyback program and repurchased 292k vested RSUs for $6.2M, demonstrating continued capital return activity.
Targeted Investments and Capacity Expansion
Management is increasing R&D investments focused on power ICs and high‑performance MOSFETs, and actively expanding medium‑voltage capacity to support AI/data center growth with backlog providing visibility into demand.
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 |
|---|---|---|---|
May 06, 2026 | $49.33 | $37.44 | -24.10% |
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% |
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 Aug 12, 2026, After Close (Confirmed).
What is Alpha And Omega Semiconductor (AOSL) earnings time?
Alpha And Omega Semiconductor (AOSL) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AOSL EPS forecast?
AOSL EPS forecast for the fiscal quarter 2026 (Q4) is -0.24.