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Alpha & Omega Semiconductor (AOSL) earnings and revenue breakdown

Latest: Q1 FY27 · 10-Q filed Nov 6, 2026 · Alpha & Omega Semiconductor (AOSL) Q1 FY27 earnings results →

Q1 FY27 Revenue down 3% year over year to $178M · 3¢ of every $1 of revenue lost · operating margin -5.1%

Alpha & Omega Semiconductor made $178M in Q1 FY27 (-3% Y/Y): Power discrete $137M, Power IC $38.7M, Packaging and testing services and other $1.9M. Operating margin -5.1%, net loss $6.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.

Revenue$178M
Year over year-3%
Operating margin-5.1%
Net earnings−$6.1M
Operating cash flow$5.6M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $177.8M in Q1 FY27, down 3% year over year and up 4% from the previous quarter. Power discrete was the largest line at 77% of revenue. Power IC lost $34.0M year over year (down 47%), 717% of the total change.

Gross margin was 24.5%, up 1.0 points from Q1 FY26. Operating costs exceeded revenue by $9.0M, an operating margin of -5.1%. Operating expenses grew 11% against a revenue fall of 3%. The fastest-growing cost line was Research & development (+18%). The quarter ended with a net loss of $6.1M, narrower than the previous quarter's $13.1M loss. Non-operating items added $4.4M, -95% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $5.6M (down 45% year over year). Non-cash charges added back $14.6M of depreciation and amortization and $7.1M of share-based compensation. Working capital and other items used $10.0M. Capital expenditures of $9.2M exceeded it, leaving free cash flow of −$3.6M.

Quarterly history

Alpha & Omega Semiconductor revenue by quarterAlpha & Omega Semiconductor revenue by quarter$165MQ3 FY25$176MQ4 FY25$183MQ1 FY26$162MQ2 FY26$164MQ3 FY26$170MQ4 FY26$178MQ1 FY27
Alpha & Omega Semiconductor net earnings by quarterAlpha & Omega Semiconductor net earnings by quarter−$10.8MQ3 FY25−$77.1MQ4 FY25−$2.1MQ1 FY26−$13.3MQ2 FY26−$13.8MQ3 FY26−$13.1MQ4 FY26−$6.1MQ1 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q1 FY2710-QNov 6, 2026$178M-3%-5.1%−$6.1M$5.6M
Q4 FY2610-KAug 27, 2026$170M-4%-6.4%−$13.1M−$10.0M
Q3 FY2610-QMay 6, 2026$164M-0.5%-8.6%−$13.8M−$8.3M
Q2 FY2610-QFeb 5, 2026$162M-6%-8.4%−$13.3M−$8.1M
Q1 FY2610-QNov 6, 2025$183M+0.3%-2.5%−$2.1M$10.2M
Q4 FY2510-KAug 28, 2025$176M+9%-6.6%−$77.1M−$2.8M
Q3 FY2510-QMay 8, 2025$165M+10%-6.5%−$10.8M$7.4M

Charts

Alpha & Omega Semiconductor: revenue growth, year over year and quarter over quarterAlpha & Omega Semiconductor: revenue growth, year over year and quarter over quarterY/YQ/Q+10%Q3 FY25+9%+7%Q4 FY25+0%+3%Q1 FY26-6%-11%Q2 FY260%+1%Q3 FY26-4%+4%Q4 FY26-3%+4%Q1 FY27
Latest (Q1 FY27): Y/Y -3%, Q/Q +4%.
Alpha & Omega Semiconductor: where the cash came from (+) and went (−), TTM to Q1 FY27Alpha & Omega Semiconductor: where the cash came from (+) and went (−), TTM to Q1 FY27Capital spending−$51.2MCash drawn (+) / kept (−)$48.3MOther investing$45.4MOperating cash flow−$20.9MOther financing−$10.2MTaxes on employees’ shares−$7.5MNet borrowing (+) / repaid (−)−$4.0MExchange rates$74K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Alpha & Omega Semiconductor: profit against cash, quarter by quarterAlpha & Omega Semiconductor: profit against cash, quarter by quarterNet incomeOperating cash flow−$6.6M$14.1MQ2 FY25−$10.8M$7.4MQ3 FY25−$77.1M−$2.8MQ4 FY25−$2.1M$10.2MQ1 FY26−$13.3M−$8.1MQ2 FY26−$13.8M−$8.3MQ3 FY26−$13.1M−$10.0MQ4 FY26−$6.1M$5.6MQ1 FY27
Latest (Q1 FY27): Net income −$6.1M, Operating cash flow $5.6M.
Alpha & Omega Semiconductor: diluted shares by fiscal yearAlpha & Omega Semiconductor: diluted shares by fiscal year27MFY2128MFY2230MFY2328MFY2429MFY2530MFY26
+9.8% since FY21: more shares outstanding (issuance, stock pay).
Alpha & Omega Semiconductor in its industry: growth against margin (80 companies, SIC 3674)Alpha & Omega Semiconductor in its industry: growth against margin (80 companies, SIC 3674)revenue growth, year over year →↑ operating marginmedian +36%median 11%NVDAMUAVGOINTCAMDAMATTXNADINXPIMRVLAMKRONMCHPQARMFSLRMPWRNXTSWKSQorvo, Inc.UCTTALABPENGCRUSDIODCRDOVIAVMTSIOSISSMTCKLICARRYICHRSEDGSITMSYNAENPHLSCCIPGPFORMALGMAAOITESLABRMBSMXLPLABSHLSCBRSSkyWater Technology, LLCWOLFPOWINLSTAMBALASRAXTIINDIMXAMBQFTCIAIPTYGOLPTHMRAMNVTSKOPNBZAIGUERLEDSGSITNVECSODIQUIKPRSOGCTSMOBXALMUASTIIPWRAOSL (-3%, -5%)
Semiconductors & Related Devices; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Alpha & Omega Semiconductor

This Annual Report on Form 10-K and the documents incorporated herein by reference contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections. Forward-looking statements are based on our management's beliefs and assumptions and on information currently available to our management. In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “could,” “intend,” “would,” “expect,” “plan,” “anticipate,” “believe,” “estimate,” “project,” “predict,” “potential” and similar expressions intended to identify forward-looking statements.

In its own words, from its 10-K, filed Aug 27, 2026.

Alpha & Omega Semiconductor against its Semiconductors & Related Devices peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -3% against the peers' median +40%. Operating margin: -5.1% against the peers' median 40.1%.

CompanyQuarterRevenueY/YOp. margin
AOSL Alpha & Omega SemiconductorQ1 FY27$178M-3%-5.1%
NVDA NVIDIAQ2 FY27$96.2B+106%66.2%
MU Micron TechnologyQ4 FY26$54.2B+379%80.7%
AVGO BroadcomQ3 FY26$29.6B+86%53.9%
INTC IntelQ3 2026$16.5B+21%15.3%
AMD Advanced Micro DevicesQ3 2026$13.4B+45%21.2%
AMAT Applied MaterialsQ3 FY26$9.1B+25%33.7%
TXN Texas InstrumentsQ3 2026$6.1B+28%47.5%
ADI Analog DevicesQ3 FY26$4.0B+40%40.1%

Source: Alpha & Omega Semiconductor 10-Q on SEC EDGAR · CIK 1387467 · Semiconductors & Related Devices

Guidance and outlook

Alpha & Omega Semiconductor: what its forward-looking statements are about (10-Q filed 2026-11-06)Alpha & Omega Semiconductor: what its forward-looking statements are about (10-Q filed 2026-11-06)Demand6Margins3Costs3Capital spending1Deals1Legal & regulation1Tax1Other1
17 statements; tone +0.00 (−1 all cautious, +1 all confident); 4 hedged.
Alpha & Omega Semiconductor: outlook statements against the filing beforeAlpha & Omega Semiconductor: outlook statements against the filing beforeConfident3Cautious3

More on AOSL

History

Every quarter: Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results

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