Alpha and Omega Semiconductor Limited

AOSL Technology Semiconductors

Alpha and Omega Semiconductor Limited’s revenue for fiscal 2026 (year ended June 2026) was $678.9 million, down 2.48% from fiscal 2025. In the quarter to June 2026, revenue fell 3.46%, EPS grew 83.3%, free cash flow fell 45.8% and total debt fell 95.5%, each against the same quarter a year earlier. Insiders bought in the last twelve months.

21.75 1.59 −6.81%
Market cap
$707.3M
P/E
0.0×
Fwd P/E
−30.3×
Dividend yield
—
F-score
5/9
Altman Z
6.79
Beneish M
−2.41
Dividend safety
n/a

Insider Decisions trades per month

Total buys 0.64
Total sells 2.68
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — 1 — — — — — — —
Sell 1 1 1 1 1 5 2 1 1 — — —
Insider Ownership 16.46%

Capital & Financial Ratios $m

Market Cap 707.32
Revenue 678.93
Net Income (42.26)
Free Cash Flow (68.63)
Net Debt (180.70)
Current Ratio 3.44 (at or above 1.5: strong)
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 0.00
Fwd P/E (30.30) (negative: loss-making)
P/S ratio 0.96
P/B ratio 0.82
Past 5Y EPS Growth —
This Y EPS Growth (28.49%) (below 0%: weak)
Next Y EPS Growth 157.01% (at or above 15%: strong)
Next Y revenue growth 2.82%
Next 5Y EPS Growth 91.29% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 38.63%
10-year low 10-year high
P/B against its own 10 years 32.14%
10-year low 10-year high
EV/Sales against its own 10 years 38.56%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2018 Powerpack
special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 196 176 153 181
Receivables 22 13 35 43
Inventory 183 196 190 201
Other 23 14 18 12
424 398 396 438
2023 2024 2025 2026
Payables 51 45 60 47
ST’ Debt — — — —
Other — — — —
173 154 155 127

Compound Annual Growth %

10y 5y 3y
Sales 7.30% 0.66% (0.60%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 0.00% 0.00% 0.00%
Book Value 12.67% 9.10% (3.36%)

Revenue $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 183 162 164 170 679
’25 182 173 165 176 696
’24 181 165 150 161 657
’23 208 189 133 162 691
’22 187 193 203 194 778
’21 152 159 169 177 657
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 10 (8) (8) (10) (16)
’25 11 14 7 (3) 30
’24 14 (23) 28 7 26
’23 37 0 12 (28) 20
’22 81 51 62 26 219
’21 10 36 39 44 129
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 0 (23) (21) (25) (69)
’25 4 7 (1) (17) (7)
’24 1 (33) 21 0 (11)
’23 (4) (28) (11) (47) (90)
’22 56 21 18 (14) 81
’21 (1) 23 23 12 56
Fiscal quarters ending in the months shown.

EPS $

Sep Dec Mar Jun Year
’26 — — — — —
’26 (0.07) (0.45) (0.46) (0.43) (1.41)
’25 (0.09) (0.23) (0.37) (2.58) (3.30)
’24 0.19 (0.10) (0.39) (0.09) (0.39)
’23 0.88 0.21 (0.68) (0.04) 0.42
’22 0.85 13.54 1.11 0.53 16.07
’21 0.36 0.47 0.58 0.71 2.13
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to June

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low 14.81 9.01 8.22 5.82 23.66 27.38 20.03 19.38 15.90 17.01

Analyst estimates 2027–2029

Powerpack
High 23.00 17.82 14.16 29.20 63.29 69.99 38.87 53.29 46.65 54.34
People
People Employees 2,900 3,340 4,338 3,978 3,939 2,451 2,468 2,332 2,428 2,519
Revenue/emp, $m 0.13 0.13 0.10 0.12 0.17 0.32 0.28 0.28 0.29 0.27
Income, $m
Income, $m Revenue 383 422 451 465 657 778 691 657 696 679
Gross margin, % 23.95 26.55 25.59 22.10 31.14 34.54 28.86 26.16 23.13 22.32
EBT 13 6 (13) (18) 60 495 20 (3) (28) (36)
EBT margin, % 3.37 1.34 (2.97) (3.85) 9.17 63.67 2.85 (0.40) (3.99) (5.25)
Net income 9 5 (15) (18) 56 453 12 (11) (97) (42)
Depreciation 27 29 32 45 53 43 43 54 62 57
Per share, $
Per share, $ Revenue 16.29 17.64 18.74 18.72 25.48 29.05 25.09 23.28 23.68 22.67
Earnings 0.59 0.60 0.08 (0.27) 2.25 16.93 0.45 (0.39) (3.30) (1.41)
Cash flow 1.81 0.15 1.31 2.51 4.99 8.18 0.74 0.91 1.01 (0.54)
Capex (2.34) (8.12) (4.67) (2.50) (2.82) (5.15) (4.00) (1.30) (1.26) (1.75)
Free cash flow (0.52) (7.98) (3.37) 0.01 2.18 3.03 (3.26) (0.39) (0.25) (2.29)
Book value 12.69 17.83 18.42 17.39 20.02 31.91 32.08 31.58 27.97 26.64
Shares, m 24 24 24 25 26 27 28 28 29 30
Valuation, ×
Valuation, × P/E 28.74 24.31 115.13 0.00 13.57 1.96 71.30 0.00 0.00 0.00
P/S 1.02 0.81 0.49 0.58 1.19 1.15 1.31 1.64 1.08 2.09
P/B 1.31 0.80 0.50 0.63 1.52 1.04 1.02 1.21 0.92 1.78
EV/Sales 0.72 0.70 0.45 0.51 1.02 0.80 1.08 1.42 0.89 1.82
EV/FCF (22.46) (1.55) (2.49) (1,223.58) 12.06 7.74 (8.31) (81.86) (78.56) (18.02)
Cash, $m
Cash, $m Operating cash flow 43 3 31 62 129 219 20 26 30 (16)
Capex (55) (194) (112) (62) (73) (138) (110) (37) (37) (52)
Free cash flow (12) (191) (81) 0 56 81 (90) (11) (7) (69)
Balance, $m
Balance, $m Working capital 131 131 117 126 174 282 251 244 242 311
Total debt 1 84 103 127 91 46 42 29 16 1
Net debt (115) (48) (19) (34) (112) (268) (154) (147) (137) (181)
Shareholders’ equity 299 426 443 432 516 854 884 892 822 798
Returns, %
Returns, % ROA 3.86 2.68 0.26 (0.86) 6.79 40.88 0.99 (0.95) (8.90) (4.23)
ROIC 4.48 1.39 (1.04) (2.19) 9.90 10.89 1.93 (0.32) (2.59) (4.37)
ROE 5.12 3.94 0.43 (1.51) 12.26 66.13 1.42 (1.25) (11.32) (5.22)
Negative figures in brackets.

All 10 years →

Fiscal years to Jun 2026 · latest quarter Jun 2026

Charts ten years each

Alpha and Omega Semiconductor Limited vs peers in Semiconductors (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
WOLF Wolfspeed, Inc. $1.4B — (loss-making) — — n/m — 100.00% 100.00% Compare
AMBQ Ambiq Micro, Inc. $1.3B — (loss-making) — (loss-making) +89.68% (above 0%: growing) n/m +18.56% (above 0%: growing) 45.03% (25.74%) Compare
POET POET Technologies Inc. $1.0B — (loss-making) — +112.25% (above 0%: growing) n/m −55.77% (below 0%: shrinking) 100.00% (3,542.81%) Compare
AIP Arteris, Inc. $979.1M — (loss-making) — (loss-making) +46.25% (above 0%: growing) n/m +403.35% (above 0%: growing) 85.05% (57.63%) Compare
CEVA Ceva, Inc. $823.5M — (loss-making) — (loss-making) +13.07% (above 0%: growing) n/m +31.02% (above 0%: growing) 87.44% (7.15%) Compare
AOSL Alpha and Omega Semiconductor Limited $707.3M — (loss-making) — (loss-making) −3.46% (below 0%: shrinking) n/m −45.84% (below 0%: shrinking) 23.09% (6.45%)
NVEC NVE Corporation $501.6M 26.6× 17.7× +80.75% (above 0%: growing) +78.38% (above 0%: growing) +27.04% (above 0%: growing) 81.28% 65.85% Compare
INDI indie Semiconductor, Inc. $462.5M — (loss-making) — (loss-making) +23.97% (above 0%: growing) n/m −134.86% (below 0%: shrinking) 36.07% (54.81%) Compare
LAES SEALSQ Corp. $445.7M — — — — −417.61% (below 0%: shrinking) — — Compare
Median of peers $901.3M — — +63.50% — +18.56% 85.05% (25.74%)

All 67 Semiconductors stocks →

Alpha and Omega Semiconductor Limited (AOSL) key facts

  • Concern: Alpha and Omega Semiconductor Limited’s revenue for fiscal 2026 (year ended June 2026) was $678.9 million, down 2.48% from fiscal 2025.
  • Concern: Alpha and Omega Semiconductor Limited reported a net loss of $42.3 million, or a loss of $1.41 per share, for fiscal 2026.
  • Alpha and Omega Semiconductor Limited (AOSL) is a Semiconductors company in the Technology sector, listed on Nasdaq.
  • As of October 16, 2026, AOSL traded at $21.75, a market capitalization of $707.3 million.
  • Trailing earnings are negative, so a P/E ratio is not meaningful; the stock trades at 1.0× sales.
  • Return on equity was −5.22% and debt-to-equity 0.00.
  • Its Piotroski F-score is 5 out of 9 and its Altman Z-score is 6.79 (safe zone) for fiscal 2026.

Source: company filings (standardised) and stockrow calculations.

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stockrow.com/AOSL · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com