How does Alpha and Omega Semiconductor (AOSL) look ahead of its 5 November report?

Sonal Goyal

28 October 2026 05:00 PM AEDT

How does Alpha and Omega Semiconductor (AOSL) look ahead of its 5 November report?

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Key Highlights

The company will report fiscal first-quarter results on 5 November 2026 after the market close.
Fiscal 2026 Revenue was $678.9 million, compared with $696.2 million in fiscal 2025, with a GAAP net loss of $42.3 million.
Guidance for the September quarter is revenue of $176 million, plus or minus $10 million, with non-GAAP gross Margin of 24.5%.

The calendar

Alpha and Omega Semiconductor (NASDAQ:AOSL) said on 13 October that it will report fiscal first-quarter results, for the quarter ended 30 September 2026, on Thursday 5 November after the market close, with a call at 2:00 pm Pacific Time, or 5:00 pm Eastern Time.

The most recent reported results

Until then, the latest reported figures are for the fiscal fourth quarter ended 30 June 2026, released on 12 August. Revenue was $170.4 million, down 3.5% from $176.5 million a year earlier and up 4.0% from $163.8 million in the previous quarter.

Gross margin was 23.1% on a GAAP basis and 23.7% non-GAAP. The GAAP net loss was $13.1 million, or $0.43 per diluted share, while the non-GAAP net loss was $4.0 million, or $0.13 per share. Cash and cash equivalents were $180.8 million.

The full fiscal year

For fiscal 2026, ended 30 June, revenue was $678.9 million, compared with $696.2 million in fiscal 2025, a decline of about 2.5 per cent. Fourth-quarter revenue of $170.4 million was close to the full-year quarterly average of about $169.7 million. Gross margin was 22.3% on a GAAP basis and 23.0% non-GAAP. The GAAP net loss was $42.3 million, or $1.41 per diluted share, and the non-GAAP net loss was $12.9 million, or $0.43 per share.

The release did not report segment revenue, so product-line performance is not discussed here.

Guidance for the quarter to be reported

The following is company guidance for the quarter ending 30 September 2026, not a reported result. Management guided to revenue of $176 million, plus or minus $10 million, a GAAP gross margin of 23.8% and a non-GAAP gross margin of 24.5%, each plus or minus one percentage point.

It guided to GAAP operating expenses of $52.5 million and non-GAAP operating expenses of $46.5 million, each plus or minus $1 million. Tax expense is expected at $1.1 million to $1.3 million, and interest income is expected to be $0.6 million higher than interest expense.

The mid-points imply non-GAAP Gross Profit of about $43 million against non-GAAP operating expenses of $46.5 million, which would still point to an operating loss before other items.

What to watch on 5 November

The first point is whether revenue falls within the guided range of $166 million to $186 million. The second is whether non-GAAP gross margin reaches the guided 24.5% from 23.7% in the previous quarter. The third is how far the net loss narrows, if at all, and what happens to cash from $180.8 million.

Any revised outlook will also matter, as will the Operating Expense lines, since GAAP expenses of $52.5 million were guided about $6 million above the non-GAAP figure. The company's call and release on the day should be read in full for further detail on demand, pricing and inventory, if the company provides any.

FAQs

Q: When does Alpha and Omega Semiconductor report fiscal first-quarter results?

A: The company will report on Thursday 5 November 2026 after the market close. The call is at 2:00 pm Pacific Time, or 5:00 pm Eastern Time.

Q: What was fiscal 2026 revenue?

A: Revenue was $678.9 million, compared with $696.2 million in fiscal 2025, a decline of about 2.5 per cent. The GAAP net loss was $42.3 million.

Q: What is the guidance for the September 2026 quarter?

A: Management guided to revenue of $176 million, plus or minus $10 million. It guided to a GAAP gross margin of 23.8% and a non-GAAP gross margin of 24.5%, each plus or minus one percentage point.

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