Alpha and Omega Semiconductor Limited (AOSL)

Alpha and Omega Semiconductor Limited topped consensus on both revenue and adjusted EPS in the fourth fiscal quarter of 2026, reported August 12, based on preliminary results, with revenue of $170.4 million against a $168.0 million estimate, +1.4%, and adjusted EPS of -$0.13 against a -$0.24 estimate, +45.8%. Revenue of $170.4 million fell 3.5% from $176.5 million a year earlier, gross profit came to about $39.3 million, gross margin was about 23%, and operating margin was near -6% as operating income was a loss of about $11.0 million. Net income was a loss of about $13.1 million, up 83.0% from a loss of $77.1 million a year ago, and operating cash flow was negative $10.0 million. Consensus for the next period calls for EPS of -$0.11 on revenue of $176.2 million.