AOSL · ALPHA & OMEGA SEMICONDUCTOR Ltd
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q4 FY26 earnings call · Aug 12, 2026TL;DR. AOS delivered fiscal Q4 revenue of $170.4M (down 3.5% YoY) and guided September quarter revenue to ~$176M with non-GAAP gross margin of 24.5%, while Advanced Computing strength (up 35% sequentially) is offset by full-year net loss of $42.3M and ongoing GAAP operating losses.
- + Advanced Computing revenue grew 35% sequentially to a record 31% of the Computing segment in the June quarter, driven by AI and server demand.
- + September quarter guidance calls for non-GAAP gross margin of 24.5%, supported by mix shift toward higher-value Advanced Computing.
- + Communications segment expected to grow ~10% sequentially in September quarter on new product ramp with Tier 1 U.S. smartphone customer.
- + AI/server revenue expected to grow >60% sequentially and exceed 40% of Computing segment in September quarter.
- − Fiscal Q4 revenue declined 3.5% YoY to $170.4M with a GAAP operating loss of $11.0M and net loss of $13.1M.
- − Non-GAAP operating result swung to a $4.8M loss in Q4 from $2.3M income a year ago, and non-GAAP EPS was a $0.13 loss vs. $0.02 earnings prior year.
- − Computing segment revenue declined 8.6% YoY and Consumer segment declined 21.3% YoY, with PC/tablet weakness tied to elevated memory pricing.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| foreign patents | 991 | fiscal year ended June 30, 2026 filing | — |
| Gross margin | 22.3% | fiscal year 2026 filing | — |
| new products introduced | 70 | fiscal year ended June 30, 2026 filing | — |
| patent applications in the United States | 78 | fiscal year ended June 30, 2026 filing | — |
| patents in the United States | 961 | fiscal year ended June 30, 2026 filing | — |
| products in portfolio | 2,900 | fiscal year ended June 30, 2026 filing | — |
| CapEx | $14.9M | fiscal 2026 Q4 | — |
| Non-GAAP gross margin non-GAAP | 23.7% | fiscal 2026 Q4 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AOSL
this stock
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
$834.25M | +52.7% | -5.3% | — | 9.7% |
|
NVDA
Nvidia Corp
|
$5.42T | +25.4% | +65.5% | 28.5 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.34T | +55.6% | — | — | 0.5% |
|
AVGO
Broadcom Inc.
|
$1.70T | +2.6% | +18.2% | 45.5 | 1.1% |
|
SKHY
SK hynix Inc.
|
$1.36T | — | — | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AOSL | +8.3% | +23.7% | +10.4% | +10.0% | +52.7% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +8.5% | +24.1% | -1.8% | +9.0% | +39.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.