What can investors expect from AOSL's future EPS?

**Investors should anticipate a challenging outlook for AOSL's future EPS** based on the following points: 1. **Recent Performance**: AOSL's most recent EPS was -$0.23, reflecting a significant loss for the period ending December 31, 2024. This negative EPS indicates that the company has been unprofitable recently. |code|Ticker|Name|Date|Total Revenue|Diluted EPS|market_code| |---|---|---|---|---|---|---| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2024 Q3|1.5006E8|-0.39|185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2024 Q4|1.61296E8||185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2025 Q1|1.81887E8|-0.09|185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2025 Q2|1.73156E8|-0.23|185| |code|Ticker|Name|Date|Net Profit Margin YoY|Net Profit Margin|market_code| |---|---|---|---|---|---|---| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2024 Q3|-166.21690728138154|-1.6833|185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2024 Q4|-194.26334917528655|-1.6859|185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2025 Q1|-142.84153346653346|-1.3723|185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2025 Q2|-410.00362450163107|-2.5659|185| 2. **Earnings Decline**: The company's EPS has experienced a substantial decline of -130%. This sharp decrease suggests that AOSL's earnings are deteriorating rapidly. |code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code| |---|---|---|---|---|---|---| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2024 Q3|42.64705882352941|-0.39|185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2025 Q1|-147.3684210526316|-0.09|185| |AOSL|AOSL.O|Alpha and Omega Semiconductor|2025 Q2|-130|-0.23|185| 3. **Industry Comparison**: Within the Semiconductors & Semiconductor Equipment industry, AOSL's net margin of -2.57% is notably lower than some of its competitors. This suggests that AOSL may face tougher market conditions or operational challenges compared to other companies in the same sector. 4. **Market Volatility**: AOSL's stock price is relatively volatile, with a beta of 2.48, which means it is 148% more volatile than the S&P 500. This volatility could be a reflection of market uncertainty regarding the company's future earnings potential. 5. **Institutional Interest**: Institutional ownership stands at 79.0%, indicating strong confidence from large investors. However, insider ownership is relatively low at 16.9%, which could raise questions about the alignment of interests between management and shareholders. 6. **Long-Term Trends**: Despite the recent downturn, AOSL has seen a 32% CAGR over the past five years. This long-term growth trajectory could provide a basis for optimism if the company can recover from its current earnings slump. In conclusion, while AOSL has a history of growth and recent institutional interest, the current negative EPS, significant decline in earnings, and lower net margin compared to industry peers suggest that investors should approach with caution. The company's future EPS is likely to be influenced by its ability to turnaround its recent financial performance and manage market volatility.