AOSL Q4 FY2026 earnings: EPS beat by 45.8%, revenue beat by 1.4%
Alpha and Omega Semiconductor reported Q4 FY2026. EPS came in at -$0.13 against a -$0.24 consensus, beat by 45.8%. Revenue was $170.4M versus $168.0M expected, beat by 1.4%. Gross margin was 22.3%, up 120 bps from last quarter.
§
The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | -$0.13 | -$0.24 | beat by 45.8% |
| Revenue | $170.4M | $168.0M | beat by 1.4% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $678.4B | +414095.1% | +384307.9% |
| Gross profit | $151.4B | +438451.4% | +366651.8% |
| Operating income | $-43.2B | -306933.7% | -371416.6% |
| Net income | $-42.2B | -306245.1% | -54709.7% |
| Diluted EPS | -$0.43 | +6.5% | +83.3% |
| Gross margin: 22.3%. |
§
The trend
Revenue is up 384307.9% from the same quarter last year. Gross margin sits at 22.3%, 220 bps off its 8-quarter high.
§
How it stacks up
Pro
This section is part of the Pro report for AOSL.
Subscribe — $49.99/mo →
§
Go deeper on AOSL
The Weekly Semi Engine
The week in semiconductors, in your inbox. Free.
Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.
Get it every Saturday →