Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
Alpha and Omega Semiconductor Limited reported fiscal Q4 2026 revenue of $170.4 million, down 3.5% year-over-year but up 4.0% sequentially, with GAAP gross margin of 23.1%. Q4 GAAP net loss was $13.1 million (diluted EPS -$0.43); on a non-GAAP basis, net loss was $4.0 million (EPS -$0.13).
For fiscal 2026, revenue was $678.9 million versus $696.2 million in 2025, while GAAP net loss improved to $42.3 million (EPS -$1.41) from $97.0 million (EPS -$3.30). However, non-GAAP results deteriorated from $7.0 million net income (EPS $0.22) to a $12.9 million net loss (EPS -$0.43), and operating cash flow swung to a $16.3 million use of cash from $29.7 million provided.
The company ended June 30, 2026 with $180.8 million in cash and cash equivalents and total shareholders’ equity of $797.9 million. Management highlighted strong growth in Advanced Computing and AI-related applications, and guided fiscal Q1 2027 revenue to $176 million ± $10 million, with expected GAAP gross margin of 23.8% ±1%, while noting a slight near-term impact from Typhoon Dolphin on Shanghai packaging operations.
Alpha and Omega Semiconductor Limited appointed Joshua Chien as an independent director to its Board, effective July 8, 2026. He will serve until the company’s 2026 annual general meeting of shareholders and until a successor is duly elected and qualified.
Chien brings senior leadership experience from Sonatus, SMTC Corporation and Sanmina in business development, sales, marketing and operations. As a non-employee director, he will receive an annual cash retainer of $60,000 and an annual restricted share unit award valued at $170,000, under the company’s standard non-employee director compensation policy, and will enter into the company’s standard indemnification agreement.
Alpha and Omega Semiconductor Limited has completed the sale of approximately 20.3% of the outstanding equity in its Chongqing, China power semiconductor packaging, testing and 12-inch wafer fabrication joint venture to SIMIC Holdings Co., Ltd. for an aggregate cash consideration of USD $150 million.
The price is payable in four installments, and the company received the final installment on May 11, 2026, which marked completion of the transaction. The company states that the equity interest sold is not significant under Rule 11-01(b)(2) of Regulation S-X, so no pro forma financial statements are provided.
Alpha and Omega Semiconductor Limited reported fiscal third-quarter 2026 revenue of $163.8 million, up 0.9% sequentially but down 0.5% year over year, reflecting strength in Advanced Computing and U.S. smartphones offset by softer PC and consumer demand. GAAP gross margin was 21.1% and the company recorded a GAAP net loss of $13.8 million, or $0.46 per diluted share. On a non-GAAP basis, gross margin was 21.7% and net loss was $8.3 million, or $0.28 per share, with profitability pressured by lower utilization and higher costs.
Management highlighted strong growth in Advanced Computing, where AI, server and graphics-related revenue more than doubled sequentially and grew over 40% year over year, and continued content gains with a Tier One U.S. smartphone customer. Operating cash flow for the quarter was an outflow of $8.3 million, and the company ended the period with $190.3 million in cash and cash equivalents. For fiscal fourth quarter 2026, AOS expects revenue around $168 million plus or minus $10 million, GAAP gross margin of 22.3% (non-GAAP 23.0%), and non-GAAP operating expenses near $45.5 million.
Alpha and Omega Semiconductor Limited reported that director Dr. Lucas S. Chang has decided to retire from its Board of Directors. He notified the company on April 13, 2026, and his retirement will be effective April 17, 2026.
Alpha and Omega Semiconductor Limited approved a 2026 incentive cash bonus plan for its executive officers. Awards will depend on how well the company meets specified adjusted earnings per share and revenue goals for the 2026 calendar year, with minimum thresholds required before any payout.
For the Chief Executive Officer, the minimum, target and maximum bonuses are 23%, 100% and 220% of base salary. For the Chief Financial Officer, Executive Vice President of Worldwide Sales and Business Development, and Chief Operating Officer, the corresponding bonus opportunities are 16%, 70% and 154% of base salary.
Alpha and Omega Semiconductor Limited furnished an update on its recent performance by issuing a press release with financial results for its fiscal second quarter of 2026, which ended on December 31, 2025. The company used a Form 8-K to make this information available to investors.
The press release is provided as Exhibit 99.1, and a script of prepared remarks for the related earnings call is included as Exhibit 99.2. The information is furnished under a section that is not deemed filed for liability purposes under the Exchange Act.
Alpha and Omega Semiconductor Limited reported the results of its Annual General Meeting of Shareholders, where holders of 27,965,479 common shares were present in person or by proxy, constituting a quorum. Shareholders elected nine directors to serve until the 2026 Annual General Meeting, with each nominee receiving a substantial majority of votes cast.
Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers. They approved an amendment and restatement of the 2018 Omnibus Incentive Plan to increase the number of common shares authorized for issuance under the plan. In addition, shareholders ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending June 30, 2026, and authorized the board’s audit committee to determine its remuneration. Finally, shareholders approved the potential adjournment of the meeting if needed to solicit additional proxies.
Alpha and Omega Semiconductor Limited furnished an Item 2.02 Form 8-K announcing it issued a press release with financial results for its fiscal first quarter of 2026, which ended on September 30, 2025. The press release is provided as Exhibit 99.1 and is incorporated by reference.
The company also furnished Exhibit 99.2, a script of prepared remarks for the earnings call. The information under Item 2.02 is being furnished and not deemed filed under the Exchange Act.