Filing Flows › Alpha & Omega Semiconductor (AOSL) › Guidance & outlook
Alpha & Omega Semiconductor (AOSL) guidance and outlook
Alpha & Omega Semiconductor (AOSL) gave its guidance on Nov 5, 2026: Revenue $170M–$190M for FY2027; Gross margin 24.1%–26.1% for FY2027; Gross margin 24.7%–26.7% for FY2027; Operating expenses $51.0M–$53.0M for FY2027. Alpha & Omega Semiconductor's 10-Q filed Nov 6, 2026 makes 17 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2027 | $170M–$190M | new |
| Gross margin | FY2027 | 24.1%–26.1% | new |
| Gross margin | FY2027 | 24.7%–26.7% | new |
| Operating expenses | FY2027 | $51.0M–$53.0M | new |
| Operating expenses | FY2027 | $45.0M–$47.0M | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- 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.
- In addition, the JV Company will continue to provide us with significant level of foundry capacity to enable us to develop and manufacture our products.
- Consistent with this historical trend, we expect our average selling prices of our existing products to decline in the future.
- As we accelerate the development of new technology platforms, we expect to increase the pace at which we introduce new products and seek and acquire design wins.
- Distributor ordering patterns, customer demand and seasonality : Our distributors place purchase orders with us based on their forecasts of end customer demand, and this demand may vary significantly depending on the sales outlook and market and economic conditions of end customers.
- Because these forecasts may not be accurate, channel inventory held at our distributors may fluctuate significantly, which in turn may prompt distributors to make significant adjustments to their purchase orders placed with us.
- Our product revenue is reported net of the effect of the estimated stock rotation returns and price adjustments that we expect to provide to our distributors.
- In certain situations, we will grant price adjustments to the distributors reflecting such special pricing.
- We estimate the price adjustments for inventory at the distributors based on factors such as distributor inventory levels, forecasted distributor selling prices, distributor margins and demand for our products.
- As the volume of sales increases, we expect cost of goods sold to increase.
- We believe our market diversification strategy and product growth will drive higher volume of manufacturing which will improve our factory utilization rates and gross margin in the long run.
- We expect our operating expenses as a percentage of revenue to fluctuate from period to period as we continue to exercise cost control measures in response to the declining PC market as well as align our operating expenses to the revenue level.
Alpha & Omega Semiconductor's latest quarter
Alpha & Omega Semiconductor, Q1 FY27: revenue $178M (-3% year over year), operating margin -5.1%, net loss $6.1M, operating cash flow $5.6M. The chart follows the revenue to costs, profit and cash.
Questions
Did Alpha & Omega Semiconductor raise or lower its guidance?
Alpha & Omega Semiconductor (AOSL) gave its guidance on Nov 5, 2026: Revenue $170M–$190M for FY2027; Gross margin 24.1%–26.1% for FY2027; Gross margin 24.7%–26.7% for FY2027; Operating expenses $51.0M–$53.0M for FY2027.
What does Alpha & Omega Semiconductor expect?
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. In addition, the JV Company will continue to provide us with significant level of foundry capacity to enable us to develop and manufacture our products. Consistent with this historical trend, we expect our average selling prices of our existing products to decline in the future.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.