NASDAQ$AOSL

Alpha and Omega Semiconductor Limited · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Alpha and Omega Semiconductor reported fiscal Q3 2026 revenue of $163.8M and a net loss of $13.8M ($0.46 per share).

Revenue was $163.8 million, roughly flat versus $164.6 million a year ago. Gross profit was $34.5 million while operating loss widened to $14.1 million on higher R&D and SG&A. Net loss was $13.8 million, or $0.46 per diluted share, compared with a $10.8 million loss and $0.37 per share in the prior-year quarter.

  • Revenue $163.8M (flat YoY); gross profit $34.5M.
  • Operating loss $(14.1)M; net loss $(13.8)M.
  • Diluted EPS $(0.46) vs $(0.37).
  • Nine-month net loss $(29.2)M on revenue $508.6M.

Headline financials

Total Revenue

$164M

Previous: $165M-0.5%
EPS (adj)

-$0.46

Previous: -$0.37-24.3%
Capital Expenditures

-$36.9M

Previous: -$22.8M-61.3%
Net Income

-$13.8M

Previous: -$10.8M-27.6%
Operating Income

-$14.1M

Previous: -$10.7M-31.9%
Gross Profit

$34.5M

Previous: $35.2M-1.8%

Revenue & EPS history

AOS · Revenue · Quarterly

$164M

Q3 2026-0.5%vs Q3 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

MD&A cites inventory normalization, design-win pipeline, and power semiconductor demand without near-term profitability guidance.

Tailwinds

  • Gross margin held near 21% despite soft demand.
  • Equity method investment contributed modest income.

Headwinds

  • Operating losses persist on elevated opex.
  • End-market demand uncertainty in computing and consumer.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+0.8%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+3.1%

Avg return

30 days after

49%

31 / 63 earnings

Positive

+28.0%

Q4 2016

Best reaction

-27.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-24.2%-23.5%-15.0%
Q2 2026-5.1%-6.9%-11.8%
Q1 2026-27.4%-30.1%-21.6%
Q3 2025+2.9%+23.6%+14.5%
Q2 2025-3.7%-18.2%-36.6%
Q1 2025-21.3%-22.1%+44.6%
Q4 2024+1.4%+0.8%-7.0%
Q3 2024+21.5%+21.8%+33.3%
Q2 2024-11.8%-10.0%-5.7%
Q1 2024-16.6%-18.7%-15.0%
Q4 2023+2.2%-2.3%-12.4%
Q3 2023-0.4%-3.1%+18.5%
Q2 2023-15.4%-20.3%-28.0%
Q1 2023+1.9%+6.1%+7.8%
Q4 2022+14.5%+23.0%-0.1%
Q3 2022-19.1%-25.2%-10.4%
Q2 2022+14.0%+10.6%+5.9%
Q1 2022+14.4%+16.9%+34.3%
Q4 2021+1.1%-4.4%+6.2%
Q3 2021+0.8%-3.8%+7.7%
Q2 2021+2.0%+3.2%+0.0%
Q1 2021+14.0%+18.4%+51.8%
Q4 2020+23.1%+24.9%+15.9%
Q3 2020-1.0%-0.5%+6.4%
Q2 2020-9.4%-11.7%-15.0%
Q1 2020-9.3%-6.4%-11.7%
Q4 2019+27.0%+23.0%+36.6%
Q3 2019-1.6%-9.1%-29.7%
Q2 2019-10.3%-11.5%-8.4%
Q1 2019+18.8%+16.4%+18.9%
Q4 2018+18.8%+11.3%+3.0%
Q3 2018-5.1%-2.6%+0.8%
Q2 2018-3.8%-5.7%+8.1%
Q1 2018-5.0%-4.4%-4.3%
Q4 2017-10.9%-6.9%-12.5%
Q3 2017+24.0%+15.7%+17.8%
Q2 2017+1.4%+1.6%-14.7%
Q1 2017-7.2%+2.5%+1.3%
Q4 2016+28.0%+30.0%+47.0%
Q3 2016+8.2%
Q2 2016+17.3%
Q1 2016+0.2%
Q4 2015+0.8%
Q3 2015-0.5%
Q2 2015+0.3%
Q1 2015-12.6%
Q4 2014+0.5%
Q3 2014-2.1%
Q2 2014-0.7%
Q1 2014-7.3%
Q4 2013-1.8%
Q3 2013-14.9%
Q2 2013-0.3%
Q1 2013+8.0%
Q4 2010+0.7%
Q4 2012+19.0%
Q3 2011-0.7%
Q3 2012+6.7%
Q2 2011-3.6%
Q2 2012+11.1%
Q4 2011-2.7%
Q1 2011-2.7%
Q1 2012+5.0%
Q3 2010

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