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Filing Flows › Alpha & Omega Semiconductor (AOSL) › Q4 FY26 › vs Q3 FY26

Alpha & Omega Semiconductor (AOSL) Q4 FY26 vs Q3 FY26 (quarter over quarter)

Alpha & Omega Semiconductor's revenue rose $6.6M (+4%) from $164M in Q3 FY26 to $170M in Q4 FY26. The biggest changes: Power IC +$8.6M (+18%); Power discrete −$1.8M (-2%); Packaging and testing services −$170K (-9%).

Alpha & Omega Semiconductor, Q4 FY26: revenue $170M (-4% year over year), operating margin -6.4%, net loss $13.1M, operating cash flow −$10.0M. The chart draws each line against Q3 FY26, the increases inside each band.

Alpha & Omega Semiconductor: what changed, Q4 FY26 vs Q3 FY26Alpha & Omega Semiconductor: what changed, Q4 FY26 vs Q3 FY26Power IC$8.6MCosts & expenses$5.5MWorking capital & other$3.7MOperating costs$3.5MOperating cash sources$3.0MResearch & development$2.4MIncome tax$2.0MPower discrete−$1.8MCost of revenue$1.8MCash used in operations$1.7M

Every line

LineQ4 FY26Q3 FY26Change%
Power discrete$113M$115M−$1.8M-2%
Power IC$55.4M$46.9M$8.6M+18%
Packaging and testing services$1.7M$1.9M−$170K-9%
Revenue$170M$164M$6.6M+4%
Other income, net$961K$1.3M−$325K-25%
Net loss$13.1M$13.8M−$724K-5%
Costs & expenses$184M$179M$5.5M+3%
Operating costs$181M$178M$3.5M+2%
Income tax$3.0M$1.0M$2.0M+199%
Cost of revenue$131M$129M$1.8M+1%
Research & development$28.5M$26.1M$2.4M+9%
SG&A$21.9M$22.5M−$659K-3%
Operating cash sources$30.7M$27.7M$3.0M+11%
Depreciation & amortization$14.5M$14.3M$197K+1%
Share-based compensation$6.2M$5.1M$1.1M+21%
Cash used in operations$10.0M$8.3M$1.7M+20%
Net loss absorbed$13.1M$13.8M−$724K-5%
Working capital & other$17.6M$13.9M$3.7M+26%

Questions

How much did Alpha & Omega Semiconductor's revenue grow quarter over quarter in Q4 FY26?

Alpha & Omega Semiconductor's revenue rose $6.6M (+4%) from $164M in Q3 FY26 to $170M in Q4 FY26.

What drove Alpha & Omega Semiconductor's revenue change in Q4 FY26?

Power IC +$8.6M (+18%); Power discrete −$1.8M (-2%); Packaging and testing services −$170K (-9%).

Q4 FY26 results → · Compare in the interactive Sankey →