ALPHA & OMEGA SEMICONDUCTOR Ltd AOSL

Technology SIC 3674 - Semiconductors & Related Devices NAICS Manufacturing › Computer and Electronic Product Manufacturing › Semiconductor and Other Electronic Component Manufacturing › Semiconductor and Related Device Manufacturing derived Nasdaq

We are a designer, developer and global supplier of a broad portfolio of power semiconductors. Our portfolio of power semiconductors includes approximately 2,900 products, and has grown with the introduction of over 70 new products in the fiscal year ended June 30, 2026, and over 100 new products in each of the fiscal years ended June 30, 2025 and 2024, respectively. Our teams of scientists and engineers have developed extensive intellectual properties and technical knowledge that encompass major aspects of power semiconductors, which we believe enables us to introduce and develop innovative products to address the increasingly complex power requirements of advanced electronics. We have an extensive patent portfolio that consists of 961 issued patents and 78 pending patents in the United States as of June 30, 2026. We also have a total of 991 foreign patents, which were based primarily on our research and development efforts through June 30, 2026. We differentiate ourselves by integrating our expertise in technology, design and advanced manufacturing and packaging to optimize product performance and cost. Our portfolio of products targets high-volume applications, including personal computers, graphic cards, game consoles, home appliances, power tools, smart phones, battery packs, consumer and industrial motor controls and power supplies for computers, servers and telecommunications equipment.

Last close 21.91 2026-10-23
Market cap $663.0M 2026-06-30 share count
52-week range 17.01 - 54.34

Valuation FY2026 figures against the last close

P/S1.0x
P/E—
P/FCF—
EV/EBITDA34.6x
Dividend yield—
Diluted EPS-1.41

Where the revenue comes from as reported in the latest 10-K

Revenue by geography

  • Hong Kong
  • China
  • United States
  • Other
Revenue by geography, 4 categories over 1 years. The same figures are in the table below. FY2026 Hong Kong, FY2026: 649.3M (95.6%) 96% Hong Kong China, FY2026: 16.4M (2.4%) United States, FY2026: 7.3M (1.1%) Other, FY2026: 6M (0.9%)
Region FY2026
Hong Kong $649.3M
China $16.4M
United States $7.3M
Other $6.0M

As the company reported it, from the “Segment and Geographic information - Revenue by Geographical Segment (Details)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Regions are the filer's own and are not mapped onto a standard list — one company's “Americas” and another's “United States” are different areas, and making them look comparable would mean making at least one of them wrong. Slices under 1% are folded into “Other”.

Annual financial statements

Income statement

Fiscal year FY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017
Revenue $678.9M$696.2M$657.3M$691.3M$777.6M$656.9M$464.9M$450.9M$421.6M$383.3M
Cost of revenue $527.4M$535.2M$485.4M$491.8M$509.0M$452.4M$362.2M$335.5M$309.6M$291.5M
Gross profit $151.5M$161.0M$171.9M$199.5M$268.6M$204.5M$102.7M$115.4M$111.9M$91.8M
R&D $103.9M$94.3M$89.9M$88.1M$71.3M$63.0M$51.3M$46.4M$37.3M$29.8M
SG&A $90.9M$95.2M$85.7M$88.9M$95.3M$77.5M$64.8M$76.0M$66.2M$48.8M
Total operating expenses $194.7M$189.4M$175.7M$177.0M$166.5M$140.5M$116.7M$122.4M$103.5M$78.7M
Operating income -$43.2M-$28.4M-$3.8M$22.5M$102.0M$64.1M-$13.9M-$7.0M$8.4M$13.1M
Interest expense $775.0K$2.6M$4.0M$4.9M$3.9M$6.3M$2.7M$6.9M$821.0K$91.0K
Pre-tax income -$35.6M-$27.8M-$2.6M$19.7M$495.1M$60.2M-$17.9M-$13.4M$5.7M$12.9M
Income tax $7.5M$8.6M$3.6M$5.9M$39.3M$3.9M$348.0K$1.3M$708.0K$3.7M
Net income -$42.3M-$97.0M-$11.1M$12.4M$453.2M$58.1M-$6.6M$1.9M$14.3M$13.8M
EPS, basic -1.41-3.30-0.390.4516.932.25-0.270.080.600.59
EPS, diluted -1.41-3.30-0.390.4216.072.13-0.270.080.570.56
Shares, diluted (wtd. avg.) 30.0M29.4M28.2M29.5M28.2M27.3M24.8M24.7M24.8M24.8M

Balance sheet

Fiscal year FY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017
Cash and equivalents $180.8M$153.1M$175.1M$195.6M$314.7M$204.8M$162.7M$124.3M$131.7M$115.9M
Receivables $42.8M$34.8M$12.5M$22.4M$65.7M$35.8M$13.3M$24.3M$33.8M$28.4M
Inventory $201.4M$189.7M$195.8M$183.2M$158.0M$154.3M$135.5M$111.6M$90.2M$76.3M
Total current assets $437.9M$396.2M$398.0M$423.9M$549.6M$407.3M$318.3M$295.3M$285.2M$225.5M
Property, plant and equipment $314.7M$314.1M$336.6M$357.8M$318.7M$437.0M$412.3M$409.7M$331.7M$148.2M
Goodwill $269.0K$269.0K$269.0K$269.0K$269.0K$269.0K$269.0K$269.0K$269.0K$300.0K
Other intangibles $1.1M$0$3.2M$6.5M$9.8M$13.1M$16.5M$16.6M$16.3M$13.0K
Total assets $963.6M$1.03B$1.15B$1.20B$1.30B$918.6M$792.9M$739.4M$667.0M$398.4M
Accounts payable ————$87.4M$80.7M$86.2M$94.4M$92.7M$63.1M
Short-term debt $3.1M$11.9M$11.6M$11.4M$25.6M$58.0M$30.1M$26.6M$3.8M$0
Total current liabilities $127.4M$154.5M$154.2M$172.6M$267.7M$233.2M$192.1M$178.0M$154.7M$94.9M
Long-term debt $537.0K$14.9M$26.7M$38.4M$42.5M$78.0M$99.8M$59.4M$26.8M$0
Total liabilities $165.7M$212.0M$253.4M$315.8M$444.5M$402.2M$361.1M$296.1M$240.9M$99.9M
Retained earnings $491.5M$533.9M$631.1M$642.3M$630.0M$176.9M$118.8M$125.5M$122.6M$113.9M
Total equity $797.9M$822.3M$891.6M$883.9M$854.1M$516.3M$431.9M$443.3M$426.2M$298.5M

Cash flow

Fiscal year FY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017
Operating cash flow -$16.3M$29.7M$25.7M$20.5M$218.9M$128.7M$62.3M$31.4M$3.5M$42.6M
Depreciation and amortisation $57.3M$62.4M$53.8M$43.2M$42.9M$52.7M$45.1M$32.0M$29.4M$27.2M
Stock-based compensation $26.7M$29.6M$21.6M$37.5M$31.3M$15.3M$10.5M$13.2M$11.4M$6.6M
Capital expenditure $51.8M$37.2M$37.1M$110.4M$138.0M$72.7M$62.4M———
Investing cash flow $86.1M-$36.4M-$35.7M-$109.6M-$130.8M-$72.5M-$60.8M-$112.4M-$194.1M-$55.6M
Financing cash flow -$41.8M-$15.5M-$9.9M-$29.6M$21.9M-$19.0M$37.7M$75.1M$207.0M$40.8M
Buybacks $18.2M$0$0$13.4M$0$0$0$1.5M$15.1M$0

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001628280-26-059261.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. -250M 0 250M 500M 750M 1B Revenue, FY2017: 383.3M Gross profit, FY2017: 91.8M Net income, FY2017: 13.8M Revenue, FY2018: 421.6M Gross profit, FY2018: 111.9M Net income, FY2018: 14.3M Revenue, FY2019: 450.9M Gross profit, FY2019: 115.4M Net income, FY2019: 1.9M Revenue, FY2020: 464.9M Gross profit, FY2020: 102.7M Net income, FY2020: -6.6M Revenue, FY2021: 656.9M Gross profit, FY2021: 204.5M Net income, FY2021: 58.1M Revenue, FY2022: 777.6M Gross profit, FY2022: 268.6M Net income, FY2022: 453.2M Revenue, FY2023: 691.3M Gross profit, FY2023: 199.5M Net income, FY2023: 12.4M Revenue, FY2024: 657.3M Gross profit, FY2024: 171.9M Net income, FY2024: -11.1M Revenue, FY2025: 696.2M Gross profit, FY2025: 161M Net income, FY2025: -97M Revenue, FY2026: 678.9M Gross profit, FY2026: 151.5M Net income, FY2026: -42.3M FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 FY2026
Fiscal year FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Revenue $383.3M $421.6M $450.9M $464.9M $656.9M $777.6M $691.3M $657.3M $696.2M $678.9M
Gross profit $91.8M $111.9M $115.4M $102.7M $204.5M $268.6M $199.5M $171.9M $161.0M $151.5M
Net income $13.8M $14.3M $1.9M -$6.6M $58.1M $453.2M $12.4M -$11.1M -$97.0M -$42.3M

Recent filings and events

  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
  • Acquisition or disposal completed A purchase or sale of a significant business or asset has closed. Item 2.01
  • Results announced Item 2.02
  • Officer or director change Item 5.02
  • Officer or director change Item 5.02
  • Results announced Item 2.02
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Results announced Item 2.02
  • Annual report filed Form 10-K
  • Results announced Item 2.02

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

Others in SIC 3674

TickerCompanyMarket capP/ERevenue growth
NVDA NVIDIA CORP $5.08T 43.1x 65.5%
AVGO Broadcom Inc. $1.53T 67.4x 23.9%
MU MICRON TECHNOLOGY INC $991.10B 115.6x 48.9%
AMD ADVANCED MICRO DEVICES INC $843.65B 195.0x 34.3%
INTC INTEL CORP $438.63B — -0.5%
AMAT APPLIED MATERIALS INC /DE $299.38B 43.6x 4.4%
TXN TEXAS INSTRUMENTS INC $259.99B 52.2x 13.0%
MRVL Marvell Technology, Inc. $200.38B 74.4x 42.1%