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Alpha and Omega Semiconductor Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | -$0.340 |
| EPS actual | -$0.280 |
| EPS Surprise | 17.65% |
| Revenue estimate | 160.067M |
| Revenue actual | 163.8M |
| Revenue Surprise | 2.33% |
| Release date | Feb 05, 2026 |
| EPS estimate | -$0.0800 |
| EPS actual | -$0.160 |
| EPS Surprise | -100.00% |
| Revenue estimate | 160.667M |
| Revenue actual | 162.263M |
| Revenue Surprise | 0.99% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.130 |
| EPS Surprise | 30.00% |
| Revenue estimate | 177.667M |
| Revenue actual | 182.501M |
| Revenue Surprise | 2.72% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.0100 |
| EPS actual | $0.0200 |
| EPS Surprise | 300.00% |
| Revenue estimate | 181.2M |
| Revenue actual | 176.484M |
| Revenue Surprise | -2.60% |
Last 4 Quarters for Alpha and Omega Semiconductor
Below you can see how AOSL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $26.20 |
| EPS estimate | -$0.0100 |
| EPS actual | $0.0200 |
| EPS surprise | 300.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $25.47 |
| Aug 01, 2025 | $24.82 |
| Aug 04, 2025 | $26.13 |
| Aug 05, 2025 | $26.07 |
| Aug 06, 2025 | $26.20 |
| Aug 07, 2025 | $24.69 |
| Aug 08, 2025 | $25.83 |
| Aug 11, 2025 | $25.28 |
| Aug 12, 2025 | $27.30 |
| 4 days before | 2.87% |
| 4 days after | 4.20% |
| On release day | -5.76% |
| Change in period | 7.18% |
| Release date | Nov 05, 2025 |
| Price on release | $27.10 |
| EPS estimate | $0.100 |
| EPS actual | $0.130 |
| EPS surprise | 30.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $28.10 |
| Oct 31, 2025 | $28.06 |
| Nov 03, 2025 | $28.40 |
| Nov 04, 2025 | $26.30 |
| Nov 05, 2025 | $27.10 |
| Nov 06, 2025 | $19.65 |
| Nov 07, 2025 | $20.32 |
| Nov 10, 2025 | $19.92 |
| Nov 11, 2025 | $18.93 |
| 4 days before | -3.56% |
| 4 days after | -30.15% |
| On release day | -27.49% |
| Change in period | -32.63% |
| Release date | Feb 05, 2026 |
| Price on release | $22.51 |
| EPS estimate | -$0.0800 |
| EPS actual | -$0.160 |
| EPS surprise | -100.00% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $22.10 |
| Feb 02, 2026 | $22.36 |
| Feb 03, 2026 | $22.27 |
| Feb 04, 2026 | $22.27 |
| Feb 05, 2026 | $22.51 |
| Feb 06, 2026 | $21.36 |
| Feb 09, 2026 | $20.98 |
| Feb 10, 2026 | $20.10 |
| Feb 11, 2026 | $20.96 |
| 4 days before | 1.86% |
| 4 days after | -6.89% |
| On release day | -5.11% |
| Change in period | -5.16% |
| Release date | May 06, 2026 |
| Price on release | $49.33 |
| EPS estimate | -$0.340 |
| EPS actual | -$0.280 |
| EPS surprise | 17.65% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $43.43 |
| May 01, 2026 | $43.08 |
| May 04, 2026 | $42.18 |
| May 05, 2026 | $43.75 |
| May 06, 2026 | $49.33 |
| May 07, 2026 | $37.44 |
| May 08, 2026 | $37.90 |
| May 11, 2026 | $38.62 |
| May 12, 2026 | $37.72 |
| 4 days before | 13.59% |
| 4 days after | -23.54% |
| On release day | -24.10% |
| Change in period | -13.15% |
Alpha and Omega Semiconductor Earnings Call Transcript Summary of Q1 2026
Alpha and Omega Semiconductor (AOS) reported fiscal Q1 2026 revenue of $182.5M (midpoint of guidance), non-GAAP gross margin of 24.1% and non-GAAP EPS of $0.13. Product revenue excluding licensing was up ~3.3% YoY. Power ICs grew to a record quarterly high, representing nearly 40% of product revenue (Power ICs +37% YoY, +5.9% QoQ). Computing (53% of revenue) led results but is guided to decline ~20% sequentially in Dec quarter due to seasonality and a digestion phase in AI/graphics. Consumer and Power Supply & Industrial were softer; wearables and some power-tool/e-mobility wins showed pockets of strength. Management announced support for an 800-volt DC power architecture for next-generation AI data centers and emphasized a strategic shift from component supplier to total power solutions. AOS received the first ~$94M installment from a JV equity sale (total proceeds to date cited as ~$176M), and intends to deploy proceeds selectively into R&D, system-level engineering, and targeted capacity/equipment to accelerate growth in high-performance and higher-margin markets (AI, PCs, smartphones). December-quarter guidance: product revenue approx. $160M ±$10M; non-GAAP gross margin ~23% ±1%; non-GAAP Opex ~$40.5M ±$1M; CapEx expected $14–$16M. Management expects steady growth through 2026 with stronger acceleration in 2027 as design-ins convert to volume production.
