ALPHA AND OMEGA SEMICONDUCTOR LTD (AOSL)
Information Technology · Power semiconductors · NASDAQ
A power semiconductor designer focused on MOSFETs and IGBTs for automotive and industrial applications, currently navigating profitability challenges amid flat revenue growth.
What ALPHA AND OMEGA SEMICONDUCTOR LTD does
Alpha and Omega Semiconductor designs and manufactures a range of discrete semiconductor products and integrated circuits, including MOSFETs, IGBTs, and diodes. The company serves automotive, industrial, computing, and consumer markets with both standard and custom power semiconductor solutions. AOSL operates globally with manufacturing partnerships and has made investments in joint ventures to support its growth strategy.
Themes: ["Power semiconductors","Automotive electronics","Industrial control","MOSFET / IGBT technology","EV and hybrid vehicle powertrains"]
Fundamentals
- Price$37.98 as of 2026-07-09 close
- Market cap$1.1B as of 2026-07-10
- 1-year return+37.6% as of 2026-07-09 close
- Net margin-15.5% as of 2026-07-10
- Gross margin+22.4% as of 2026-07-10
- ROE-13.0% as of 2026-07-10
- Debt / equity0.01 as of 2026-07-10
- Revenue growth (YoY)+0.6% as of 2026-07-10
- Revenue CAGR (3y)-3.6% SEC XBRL
- Beta2.59 as of 2026-07-10
Key risks (from latest filing)
["Revenue essentially flat YoY (0.6% growth) with net margin deeply negative at -15.51%, indicating pricing pressure and/or margin compression in power semiconductor markets despite continued design wins.","Ongoing operating losses in both recent quarters, with 9-month net loss of $29.2M, coupled with dependence on joint venture and equity method investments that face volatility and accounting pressures.","Exposure to cyclical automotive and industrial end-markets, where demand fluctuations directly impact utilization of manufacturing capacity and ability to achieve economies of scale."]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.