10-Q quarterly report · filed Nov 6, 2025

ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2025 10-Q Quarterly Report

Short answer

ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) filed its Q3 2025 10-Q quarterly report on Nov 6, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $183M (up 0.3% year over year) with net income of −$2M.

Q3 2025 key financials · XBRL

Revenue
$183M
+0.3% YoY
Net income
−$2M
+15.0% YoY
Operating margin
-2.5%
Gross margin
23.5%
EPS (diluted)
−$0.07
+22.2% YoY

Source: XBRL data from the ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2025 10-Q on SEC EDGAR. USD.

ALPHA & OMEGA SEMICONDUCTOR Ltd Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $182.5M, up 0.3% YoY from $181.9M
  • Power IC revenue $72.7M, up 37.3%; power discrete revenue $108.5M, down 11.4%
  • Gross margin 23.5% vs 24.5%; operating margin negative 2.5% vs negative 0.2%
  • Net loss $2.1M vs $2.5M; equity-method income $1.4M vs loss of $1.0M
  • JV sale generated $94.5M cash and $56.4M receivable; remaining installments expected before calendar year-end 2025

Risk Factors

  • Newly added JV-sale risk triggered by July 14, 2025 equity transfer agreement
  • Closing-condition risk: remaining three installments totaling $56.4 million receivable
  • Regulatory risk: government registrations and approvals outside company control
  • Liquidity risk: delayed proceeds could constrain technology, R&D, and asset investments
  • Reputation risk: failed conditions could unwind transaction and pressure stock price

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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