AOSL
Alpha and Omega Semiconductor·NASDAQ
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AOSL fundamentals
Alpha and Omega Semiconductor (AOSL) released its earnings on Feb 5, 2026: revenue was 162.26M (YoY -6.29%), beat estimates; EPS was -0.16 (YoY -277.78%), missed estimates.
Revenue / YoY
162.26M
-6.29%
EPS / YoY
-0.16
-277.78%
Report date
Feb 5, 2026
AOSL Earnings Call Summary for Q2,2026
- Q2 Results: Revenue $162.3M (-6.3% YoY), Non-GAAP EPS loss $0.16, driven by AI data center and smartphone growth.
- Strategy Focus: Accelerating R&D (25% YoY) in AI, graphics, and smartphones, with $150M JV sale proceeds.
- March Quarter Outlook: Sequential low single-digit decline, June quarter marks growth inflection.
- Gross Margin: Q3 margin dip to 21%, rebounding to 24%+ in Q4 as production resumes.
- Key Risks: PC market constrained by memory shortages, but BOM content expansion offsets.
EPS
Actual | 0.11 | 0.29 | 0.55 | 0.65 | 0.77 | 0.95 | 1.06 | 1.2 | 1.34 | 0.95 | 1.2 | 0.67 | -0.21 | 0.19 | 0.33 | 0.24 | -0.04 | 0.09 | 0.21 | 0.09 | -0.1 | 0.02 | 0.13 | -0.16 | |||||||||||
Forecast | 0.0433 | 0.1525 | 0.5067 | 0.5367 | 0.55 | 0.7457 | 0.9467 | 1.0445 | 1.179 | 0.8592 | 1.2067 | 0.8067 | -0.1933 | 0.0233 | 0.3167 | 0.15 | -0.14 | 0.0433 | 0.22 | 0.08 | -0.1667 | -0.01 | 0.09 | -0.0833 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +154.04% | +90.16% | +8.55% | +21.11% | +40.00% | +27.40% | +11.97% | +14.89% | +13.66% | +10.57% | -0.56% | -16.95% | -8.64% | +715.45% | +4.20% | +60.00% | +71.43% | +107.85% | -4.55% | +12.50% | +40.01% | +300.00% | +44.44% | -92.08% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 106.85M | 122.40M | 151.55M | 158.80M | 169.21M | 177.31M | 187.03M | 193.30M | 203.24M | 193.96M | 208.50M | 188.76M | 132.56M | 161.53M | 180.63M | 165.28M | 150.06M | 161.30M | 181.89M | 173.16M | 164.60M | 176.50M | 182.50M | 162.26M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 106.67M | 119.00M | 150.03M | 153.03M | 157.07M | 170.00M | 180.00M | 188.00M | 194.03M | 190.00M | 210.00M | 194.93M | 130.07M | 155.77M | 180.03M | 165.00M | 150.13M | 160.03M | 180.07M | 176.93M | 157.23M | 170.03M | 183.17M | 160.67M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.17% | +2.86% | +1.01% | +3.77% | +7.73% | +4.30% | +3.91% | +2.82% | +4.74% | +2.08% | -0.71% | -3.17% | +1.92% | +3.70% | +0.33% | +0.17% | -0.05% | +0.79% | +1.01% | -2.13% | +4.69% | +3.80% | -0.36% | +0.99% |
Earnings Call
You can ask Aime
What is Alpha and Omega Semiconductor's latest dividend and current dividend yield?What guidance did Alpha and Omega Semiconductor's management provide for the next earnings period?What does Alpha and Omega Semiconductor do and what are its main business segments?What factors drove the changes in Alpha and Omega Semiconductor's revenue and profit?What is the revenue and EPS growth rate for Alpha and Omega Semiconductor year over year?Did Alpha and Omega Semiconductor beat or miss consensus estimates last quarter?What is the market's earnings forecast for Alpha and Omega Semiconductor next quarter?What were the key takeaways from Alpha and Omega Semiconductor’s earnings call?
