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Alpha and Omega Semiconductor Limited 10-Q Filings

AOSL NASDAQ

Every 10-Q that Alpha and Omega Semiconductor Limited (AOSL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow AOSL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AOSL filings page.

Rhea-AI Summary

Alpha and Omega Semiconductor reported essentially flat revenue of $163,792 (in thousands) for the quarter ended March 31, 2026, but its net loss widened to $13,787 (in thousands) as gross margin slipped to 21.1% and operating expenses increased.

Cash and cash equivalents rose to $190,253 (in thousands), helped by $133,494 (in thousands) of proceeds from selling a 20.3% stake in its Chongqing JV during the nine-month period. The company used $18,156 (in thousands) to repurchase 941,883 common shares and reduced total debt to $4,368 (in thousands), while operating cash flow turned negative at $(6,280) (in thousands).

Rhea-AI Summary

Alpha and Omega Semiconductor reported lower sales and a wider loss for the quarter ended December 31, 2025. Revenue fell to $162.3 million from $173.2 million as weaker power discrete demand in consumer, power tools and quick chargers more than offset growth in power ICs and computing.

Gross margin slipped to 21.5% from 23.1% as higher material costs and lower unit shipments pressured profitability, driving a net loss of $13.3 million versus $6.6 million a year earlier. For the first half, revenue was $344.8 million with a $15.4 million net loss. The company strengthened liquidity by receiving most of a $150 million sale of a 20.3% stake in its Chongqing JV, boosting cash and cutting debt, while continuing a $30 million buyback program, repurchasing about 728,000 shares for $13.9 million.

Rhea-AI Summary

Alpha and Omega Semiconductor (AOSL) reported fiscal Q1 ended September 30, 2025. Revenue was $182.5 million, up slightly year over year, with a net loss of $2.1 million or $0.07 per share. Gross profit was $42.8 million, and operating loss was $4.6 million.

Results reflect a mix shift: Power IC revenue rose to $72.7 million (up 37.3%), while power discrete fell to $108.5 million (down 11.4%). The prior-year $5.6 million of license revenue was not repeated. By region, shipments were concentrated in Hong Kong $178.4 million. Customer concentration remained high, with one customer representing 53.8% of revenue.

Liquidity strengthened: cash and equivalents climbed to $223.9 million, driven by receiving $94.5 million from selling 20.3% of the JV interest; a $56.4 million installment receivable was recorded, and AOSL now owns 18.9%. The company recorded $1.4 million equity-method income. Balance sheet leverage declined as the $45.0 million term loan was repaid and the HSBC factoring facility was terminated; total debt stood at $5.8 million.