Short answer
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $164M (down 0.5% year over year) with net income of −$14M.
Q1 2026 key financials · XBRL
- Revenue
- $164M
- −0.5% YoY · +0.9% QoQ
- Net income
- −$14M
- −27.6% YoY · −3.7% QoQ
- Operating margin
- -8.6%
- Gross margin
- 21.1%
- EPS (diluted)
- −$0.46
- −24.3% YoY · −2.2% QoQ
Source: XBRL data from the ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2026 10-Q on SEC EDGAR. USD.
ALPHA & OMEGA SEMICONDUCTOR Ltd Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $163.8M, down $0.8M or 0.5% YoY
- Gross margin 21.1% vs 21.4%; operating margin (8.6%) vs (6.4%)
- Best product line: power discrete revenue $115.1M, up 7.7% YoY
- Worst product line: power IC revenue $46.9M, down 14.1% YoY
- JV sale generated $30.3M cash; remaining installment approximately $15.6M expected near term
Risk Factors
- New JV-sale closing risk triggered by July 14, 2025 agreement; remaining $15.8 million installment depends on approvals outside company control
- Most material transaction risk: failure of conditions could require unwinding the $150 million sale, harming reputation, operations and stock price
- Regulatory risk from pending JV shareholder approval and government registrations required for remaining installment
- Liquidity risk: delayed proceeds could constrain technology investment, R&D and complementary asset acquisitions
- Market risk: $30.0 million repurchase program may not enhance share value; $11.9 million remained available at March 31, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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